Comment / Pre-earnings: Kuehne + Nagel, the 'most attractive near-term prospect'

ID 46000583 © Cardiae | Dreamstime.com

I had a rather long call with a New York-based investor with several billion of assets under management, one seriously looking for long-term value in freight forwarding.

“We like forwarding,” I was told, and for them it is just as much “important what we are paying [as] what we are getting. Your views long term?”

Several questions were hopefully answered by yours truly, even though my crystal ball to 2030 and beyond is probably just as reliable as theirs and yours.

But what ...