Benjamin Gordon 🇺🇸 🇮🇱 🇺🇦 🚚 ✈️
@benjaminhgordonBenjamin Gordon is CEO @cambcapital and @BGSALLC. Investor in #logistics, #supplychain and #technology. Author @FortuneMagazine, @CNBC, @SCBrain, @dd_invest.
Similar User
@MarinaMayer
@haley_fazio
@BorisPanov15
@CambCapital
@odyssey_olivia
@graciemanelafr8
@JohnHKingston
@VincentTheDude
@TimothyDooner
@MarkSzakonyi
@LogisticsLee
@freightcaviar
@BenTschirgi
@cmroberson06
@FreightGlass
Global consolidation in logistics is accelerating! Today, Swiss logistics giant Kuehne+Nagel announced its acquisition of 51% of IMC Logistics. This gives K+N an additional $800M of revenue, a larger drayage network, and continued expansion in the US. We expect to see more…
The Wonder acquisition of @Grubhub illustrates how smart supply chain-based companies can pivot. Wonder started out as a "cloud kitchen," operating a chain of virtual restaurants paired with a truck fleet for food delivery. They pivoted into physical restaurants, and are on…
The villain of American trade is coming back with threats to shut down the ports again cnbc.com/amp/2024/11/13…
The @UberFreight acquisition of @Transplace was funded by a creative deal structure. Now that it's public, let's take a closer look. Greenbriar led a $500 million investment in October 2020. That was close to the peak in frothy valuations, in logistics and in technology. You…
What we know so far is that fans were ambushed, 6 reported missing, attackers were armed with clubs and knives, Israelis were thrown into rivers and run over by cars, their passports were stolen and published online, fathers walking with their children were attacked by mobs,…
M&A has played an increasingly-pivotal role in transportation and logistics. In a special session at #trimbleinsight2024, @benjaminhgordon, Managing Partner @CambCapital, shared his thoughts on what the future of M&A in the industry may hold. Read more >> transportation.trimble.com/resources/blog…
Hopes for Peace - On Why a Trump Presidency might turn around the situation in the region: During the years 2016-2020 I struggled to explain to American audiences that from the very narrow and selfish perspective of an Israeli, and putting aside everything that was going on in…
This election will be a catalyst for domestic transportation growth
Trade idea for the 2nd Trump admin: Short global ocean trade and go long surface (trucking, rail, and domestic warehousing.)
Chinese logistics companies represent 20% of new warehousing leasing demand in the US. Shein and Temu underscore this emerging trend. wsj.com/articles/chine…
Was Russia behind a covert operation to ignite fires in @DHL logistics hubs and blow up US airplanes? According to Poland's National Prosecutor's Office: “The group’s goal was also to test the transfer channel for such parcels, which were ultimately to be sent to the United…
Air Transport Services Group (ATSG) is going private in a $3.1 billion sale to Stonepeak. This acquisition, for 5.8x EBITDA, gives Stonepeak control of an aircraft leasing giant with particular strength in ecommerce. ATSG owns 134 planes, and has grown by servicing Amazon, DHL…
What are we learning from quarterly earnings in transportation? XPO delivered outstanding results this quarter, beating analyst expectations. Yield shot up 7%, and earnings per share exceeded analyst forecasts by over 12%. Meanwhile, Werner Enterprises is winning contractual…
Sometimes low-tech is better. That's the life lesson from Richard Cash, who saved millions from dying of dehydration with a simple salt and sugar cocktail nytimes.com/2024/11/02/sci…
EVTOLs TAKE OFF Electric vertical takeoff and landing aircraft (EVTOL) have achieved technological breakthroughs. Joby Aviation, Archer, Beta Technologies, and Wisk are all building aircraft for urban air taxis, logistics, defense, and medical applications. But without…
Outrider just raised $62M to scale up in autonomous yard operations. This is noteworthy because one of the best use cases for autonomous transportation is in closed-loop transportation networks, where there is not a risk of hitting pedestrians. We've seen self-driving tractors…
WAYMO: THE BIGGEST SUPPLY CHAIN TECH INVESTMENT OF THE YEAR The supply chain technology markets are heating up. In the biggest transportation tech investment of the year, @Waymo just announced a $5.6 billion financing. The investment, led by @Google parent Alphabet (which owns…
If we build an export led growth model for our energy sector, New Orleans and Houston could become key supply chain hubs to fuel our economy for the next century
Ever wonder what the main artery is for US trade? It is not East or West Coast ports
The involvement of numerous UNRWA employees in terror activities, especially on October 7th, is more than just a scandal—it’s a symptom of a deeper, festering disease. A disease that has torn through the lives of families like mine. In 1948, when war came, my family fled Jaffa…
𝐁𝐫𝐞𝐚𝐤𝐢𝐧𝐠: 𝐓𝐡𝐞 𝐈𝐃𝐅 𝐚𝐧𝐝 𝐈𝐒𝐀 𝐞𝐥𝐢𝐦𝐢𝐧𝐚𝐭𝐞𝐝 𝐚 𝐇𝐚𝐦𝐚𝐬 𝐍𝐮𝐤𝐡𝐛𝐚 𝐜𝐨𝐦𝐦𝐚𝐧𝐝𝐞𝐫 𝐰𝐡𝐨 𝐰𝐚𝐬 𝐢𝐧𝐯𝐨𝐥𝐯𝐞𝐝 𝐢𝐧 𝐭𝐡𝐞 𝐦𝐮𝐫𝐝𝐞𝐫 𝐚𝐧𝐝 𝐚𝐛𝐝𝐮𝐜𝐭𝐢𝐨𝐧 𝐨𝐟 𝐈𝐬𝐫𝐚𝐞𝐥𝐢 𝐜𝐢𝐯𝐢𝐥𝐢𝐚𝐧𝐬 𝐨𝐧 𝐎𝐜𝐭𝐨𝐛𝐞𝐫 𝟕𝐭𝐡 𝐚𝐧𝐝 𝐰𝐚𝐬…
Great to see continued innovation in European supply chain! entrepreneur.com/en-gb/technolo…
United States Trends
- 1. Brian Kelly 5.126 posts
- 2. Gators 8.553 posts
- 3. Louisville 4.543 posts
- 4. Feds 32 B posts
- 5. Nuss 2.936 posts
- 6. Stanford 7.759 posts
- 7. Billy Napier 1.364 posts
- 8. #UFC309 33,7 B posts
- 9. Mizzou 3.779 posts
- 10. Lagway 3.723 posts
- 11. Brohm N/A
- 12. Nebraska 8.388 posts
- 13. Tyler Warren 1.871 posts
- 14. #Huskers 1.250 posts
- 15. Heisman 12,9 B posts
- 16. Moura 6.676 posts
- 17. #MostRequestedLive 3.140 posts
- 18. Chris Wright 11,3 B posts
- 19. Baylor 3.157 posts
- 20. Travis Hunter 26,4 B posts
Who to follow
-
Marina Mayer
@MarinaMayer -
Haley Fazio
@haley_fazio -
Boris Panov
@BorisPanov15 -
Cambridge Capital
@CambCapital -
Olivia Charlotte
@odyssey_olivia -
Grace Sharkey 🚛🤖💙
@graciemanelafr8 -
John Kingston
@JohnHKingston -
Michael William Vincent
@VincentTheDude -
Dooner 🇺🇸
@TimothyDooner -
Mark Szakonyi
@MarkSzakonyi -
Lee Klaskow
@LogisticsLee -
Man, I Love Freight 🚛
@freightcaviar -
Ben Tschirgi
@BenTschirgi -
Cathy Roberson
@cmroberson06 -
FreightGlass
@FreightGlass
Something went wrong.
Something went wrong.