Robert Nathan

Founder & CEO of Value Chain Ventures. Logistics Lover, Value Chain Seeker

[Robert Nathan @logisticsnerd]

@FreightAlley That’s why hedge funds use Sonar prior to taking positions in the T&L sector.
I did not realize BofA still had a TDI.

Merica.

[Robert Nathan @logisticsnerd]

@FreightAlley Ask Brad what his favorite piece of Art is and why.

On the business front: when Wallstreet put you in the “penalty box” after XPO executed acquisitions, what did you do to get out of it so quickly? Do you think WS is putting QXO in a similar “penalty box” with the BLX?

[Robert Nathan @logisticsnerd]

@FreightAlley Controversial and interesting topic @FreightAlley. The bigger players in the game will have pricing power in the new era.

[Robert Nathan @logisticsnerd]

@FreightAlley Or acquire a metro to metro ltl infrastructure player like RoadRunner.

[Robert Nathan @logisticsnerd]

@FreightAlley TOFC before owning the tracks.

[Robert Nathan @logisticsnerd]

@FreightAlley @FreightAlley , I am observing a massive opportunity in LTL / partial loads. Specific markets primed for freight broker arbitrage.

[Robert Nathan @logisticsnerd]

@FreightAlley The big question is when will trucking companies begin to buy buy buy assets and will their standard cyclical over purchasing be muted by the new regulatory driver frameworks.

[Robert Nathan @logisticsnerd]

@FreightAlley Yes we will see the rise of Logistics Load Control Centers. Smart shippers are already making moves.

Will send you a brief article I wrote this afternoon on the topic.

[Robert Nathan @logisticsnerd]

@FreightAlley That’s like 5x what you used to charge on USX expedites back in 2006. Bull run is on for next 30 months (at least).

[Robert Nathan @logisticsnerd]

@carrierwhisper1 @FreightAlley Plot twist, data does not lie. Associations do.

[Robert Nathan @logisticsnerd]

@FreightAlley Same issue in legacy TMS systems when you see 100 EDI tenders flowing through and can’t accept all. then again TMS systems don’t have the budget that LinkedIn has.

[Robert Nathan @logisticsnerd]

@FreightAlley @FreightAlley, water loads… retailers are stocking up now for the summer consumption surge. If the heat index continues to rise, bottled beverage FTL’s will flood the market. 😊

[Robert Nathan @logisticsnerd]

@FreightAlley @FreightAlley, love this callout !

[Robert Nathan @logisticsnerd]

@FreightAlley Agreed 100%. Interested to see what Brad Jacob’s does in the building materials industry.

[Craig Fuller 🛩🚛🚂⚓️ @FreightAlley]

Wow.

Duffy is talking about going after shippers that load non-English speaking truck drivers.

[Robert Nathan @logisticsnerd]

⁦@FreightAlley⁩, thank you for all you do for the FreightTech ecosystem. https://t.co/YCdBc0nQuZ

[Robert Nathan @logisticsnerd]

@FreightAlley Dat is going to be a tough feature for your competition to compete with!

[Robert Nathan @logisticsnerd]

@ArmchairAtty @FreightAlley Maximus!! So on point

[Robert Nathan @logisticsnerd]

@FreightAlley Very cool !

[Robert Nathan @logisticsnerd]

@FreightAlley Yes yes yes !