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 ...
Container freight rates: 'collapse' is the word, says Xeneta
Worker no-shows force US west coast port terminal shutdowns
Cargo shifts back to US west coast ports, but some has gone for good
'Alarming signals' as airfreight capacity rises and rates fall
Digital forwarders back in the spotlight: can they compete?
Major box lines still fighting over diminishing supply of smaller ships
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