I recently had a lengthy conversation with a New York-based investor who manages several billion dollars in assets and is actively seeking long-term value in freight forwarding. They expressed their interest in the industry, emphasizing the importance of both the cost and quality of services. They asked for my long-term perspective on the industry, to which I provided some insights, despite the uncertainty of predicting the market beyond 2030.
The conversation covered various aspects of the industry, with both parties attempting to make informed decisions about the future. Ultimately, the investor’s focus on long-term value in freight forwarding indicates a strong interest in this sector.
