Analysis 2015: what we got right – and what we got wrong

©Carnial Machado

Before the 2016 reporting season kicks off, it seems an appropriate time to take a last look at 2015 and see which of our company analyses we got right; and which we got wrong.

By way of explanation, just over a year ago I was commissioned by The Loadstar to write a series of opinion pieces on publicly traded logistics and transport stocks – the first being on Atlas Air Worldwide on 10 November 2014.

Then I was not convinced Atlas Air ...