Benjamin Gordon 🇺🇸
@benjaminhgordon
Benjamin Gordon is CEO @cambcapital and @BGSALLC. Investor in #logistics, #supplychain and #technology. Author @FortuneMagazine, @CNBC, @SCBrain, @dd_invest.
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MSC, the world’s largest shipping company, just stopped cargo services to Mali due to al Qaeda and related terror groups share.google/cTR2WbtYWiCZzv…
Cencora is investing a billion dollars in pharmaceutical supply chain expansion. Cold chain is particularly important. wsj.com/articles/drug-…
How will the US-China trade battle impact supply chain companies? For a cautionary tale, take a look at TuSimple. Although the company told US and public investors its self-driving technology would be firewalled from China, it turned out that the same leader built a second…
Foreign hackers are increasingly targeting vulnerable US supply chains. Here's a snapshot of how they are doing it. Now more than ever, we need better anti-fraud solutions for the logistics and supply chain sector. Great ideas and dedicated entrepreneurs welcome!…
Can we use video games to teach kids about logistics? Check out "Mars First Logistics" for a cool idea. space.com/entertainment/…
How will Chinese ecommerce giants pursue growth plans in Europe and the US? JD.com's Richard Liu says "“Internationalisation is paramount for our future." Their acquisition of Argos fell through. Will they pursue other retailers? Or ecommerce logistics targets?…
A LOGISTICS LIMERICK Kuehne+Nagel is buying Limerick, Ireland-based Eastway Global Forwarding. This acquisition gives K+N strength in full-service solutions for the aerospace sector. It also adds a 130-country network. And it reflects the continuing consolidation in global…
We will have over 400 supply chain CEOs and leaders here for the 20th annual BGSA Supply Chain CEO Conference in January. Friends joining us include all-stars like Chris O'Brien, Patrick Kelleher, Jeff Jackson and Gordon Branov, leaders of Armada Sunset Holdings, GXO, Penske…
Last mile logistics is harder than ever. This is why @UPS is turning to independent contractors to help. Their domestic margins are down over 50% over the past decade, from 14% to 6%. However, their labor union adversaries aren't buying it. “UPS is trying to weasel its way…
Consolidation is underway in AI-powered supply chain. Kudos to @Nuvocargo on their acquisition of @Mentum! freightwaves.com/news/nuvocargo…
Freight fraud is skyrocketing. As Overhaul notes, cargo theft is up 33% year over year. And AI is going to make it easier for criminals to commit more crimes. AI-powered deepfakes - to clone voices, copy identities, create fake carrier profiles, and bypass systems - are…
Kuehne + Nagel just acquired the remainder of @ApexLogistics_1 from @partnersgroup in a transaction valuing Apex at $4 billion. Consolidation continues in global logistics! partnersgroup.com/news-and-views…
As data centers expand rapidly, the opportunities in logistics are also expanding. This includes companies in IT asset disposition (ITAD), inbound and outbound logistics for networking equipment, and much more. See the @CambCapital article below for more on this market. If you…
KKR is making a move into transportation equipment financing bloomberg.com/news/articles/…
Congrats to the FreightTech 25 winners here at the @FreightWaves F3 conference! Glad to see many of the companies I picked ranked highly! freightwaves.com/news/2026-frei…
Fleet management software consolidation is underway! Kudos to @SmithSystem and @Utilimarc. More is coming! prnewswire.com/news-releases/…?
What is the best solution for the de minimis chaos? On August 29, the Trump Administration changed the rules for de minimis. The US Government eliminated the $800 de minimis exemption, which resulted in all shipments triggering tariffs regardless of their size. As a result,…
When public companies announce large acquisitions, their stock price usually goes down. The market anticipates a "winner's curse," notes the issuance of equity or debt to finance the purchase, and reprices instantly and accordingly. So what does it mean when the public markets…
Liberation Day inflicted massive damage on transportation stocks. Will we see a similar pattern unfold after today's China tariff news?
Guy Fieri was the victim of a $1 million freight scam. This is a pervasive and growing crime! nypost.com/2025/10/08/opi…
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