Searching out deep value in US trucking
Weakness in the price?
It has been several weeks of joy now for WiseTech (WTC) shareholders, which had us closely monitoring one record after another and then another for the Australian tech outfit.
In case you missed the series, as its run becomes truly spectacular, previous episodes released recently are here:
– Playing devil’s advocate (28 April)
– WiseTech rides the M&A wave (21 April)
– Looking for cracks? Think again (3 April)
And it’s reassuring since that fireside chart with CEO and founder Richard White on 22 February ...
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Major box lines still fighting over diminishing supply of smaller ships
Evergreen and Wan Hai face up to bearish market as profits tumble
FedEx pilots win ‘tentative agreement’ on new contract after strike threat
'Keep 'em peeled' alert as drug smuggling into Europe's ports increases
Slower demand, but US warehouse rents rise in 'tight and expensive' market
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