The hottest Logistics Substack posts right now

And their main takeaways
Category
Top Finance Topics
The Micromobility Newsletter 275 implied HN points 06 Feb 24
  1. Paris has tripled parking rates for SUVs over 1.6 tonnes and electric vehicles over 2 tonnes to promote a bike-able and walk-able city.
  2. Cake, an e-motorcycle manufacturer, filed for bankruptcy after facing challenges with recalls and losing an investor in funding.
  3. DYU, a prominent e-bike manufacturer in China, raised $14M in a funding round, planning to expand operations and enhance supply chain.
The Profile 550 implied HN points 03 Dec 23
  1. The Profile newsletter features interviews with interesting individuals like Laura Dekker, discussing parenting and chasing dreams.
  2. The edition highlights notable figures like Josh Kushner and Bari Weiss, providing insights into their success and ventures.
  3. Profiles of important personalities like Laura Alber, Dr. Ruth, and Beryl Tomay shed light on their remarkable careers and roles in various industries.
Europe in Space 137 implied HN points 01 Feb 24
  1. European Space Agency is developing a sustainable human presence on the Moon with innovative concepts and technology.
  2. European startups like Spartan Space and ASI are contributing to the development of lunar habitats and outposts.
  3. Efforts by ESA and European companies in developing lunar landers, OTVs, training centers, and communication services are crucial for establishing a sustained presence on the Moon.
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The Wolf of Harcourt Street 314 implied HN points 20 Oct 23
  1. PepsiCo exceeded analyst estimates in Q3 earnings by focusing on consumer interaction and pricing for smaller packs.
  2. Adyen's Investor Relations Update hints at strong Q3 results and their launch of Tap to Pay for Australian retailers.
  3. Block, previously Square, made another costly acquisition with Hifi, a music-focused fintech startup, following previous less successful deals.
An Africanist Perspective 158 implied HN points 23 Jan 23
  1. The competition between Kenya and Tanzania as gateways to Eastern and Central Africa involves extensive infrastructure plans to link landlocked countries to the sea.
  2. The economic challenges of landlocked countries in the region show a need for improved transportation infrastructure to reduce costs and boost trade.
  3. While Kenya has a head start in infrastructure, Tanzania's cost-effective land acquisition and political stability position it to potentially surpass Kenya in the long run.
Gad’s Newsletter 50 implied HN points 18 Sep 23
  1. During COVID, global supply chains faced disruptions from lockdowns, shortages, and transportation issues.
  2. Companies reduced the number of countries they sourced from but maintained the same number of suppliers.
  3. Businesses adapted ordering patterns by increasing shipment size and volume while decreasing frequency, influenced by the pandemic.
Equal Ventures 138 implied HN points 07 Jun 22
  1. The acceleration of e-commerce due to COVID led to a significant shift in consumer behavior towards online shopping, particularly in categories like groceries.
  2. Direct-to-consumer (DTC) brands are facing challenges with rising customer acquisition costs, impacting their margins and leading to a shift towards omnichannel strategies for survival.
  3. New business models are emerging in retail, emphasizing the importance of marketplaces, brick-and-mortar stores, and multi-channel management software to drive growth for merchants in a rapidly evolving landscape.
axialdaily 39 implied HN points 11 Apr 23
  1. Axial partners with great founders and inventors in early-stage life sciences companies.
  2. Cryoport is a leading biotech logistics company for cell therapies and more, with over $200M in annual sales.
  3. Cryoport's IntegriCell platform streamlines distribution with strategic locations across the US.
Equal Ventures 59 implied HN points 11 Oct 22
  1. Ecommerce returns have surged, leading to unsustainable cycles of returns. Covid-19 exacerbated this trend, with around 40% of retailers easing return policies, resulting in return rates of 20% for ecommerce.
  2. Returns are costly for retailers due to logistics expenses. Online returns can cost retailers approximately 21% of the order value, and long returns processes lock up inventory, impacting retail profitability.
  3. Major retailers like Amazon have mastered optimizing returns through dedicated processing centers. Democratizing this capability to all brands is essential for efficient returns management.
Huddle Up 1 HN point 01 Mar 24
  1. Formula 1 involves intricate logistics due to the extensive global travel involved in the sport.
  2. The teams deal with different challenges for European races, which are easier due to truck transportation, versus flyaway races, which require complex shipping arrangements by sea and air.
  3. Back-to-back races pose a significant challenge, requiring quick disassembly, transportation over long distances, and rapid rebuilding at the next race location.
Why You Should Join 5 implied HN points 04 Dec 23
  1. Logistics and freight payments can be complex and challenging due to the intricate flow of goods and the variety of payment-related documents involved.
  2. Loop has developed a platform to centralize and structure freight payment data, enabling automation of invoice audits, dispute resolution, scenario planning, and more, resulting in significant cost savings and increased productivity for customers.
  3. Loop's unique data layer, automation capabilities, and focus on customer value creation give them a competitive edge in the market, setting them apart from traditional freight audit firms and software solutions.
Superfluid 26 implied HN points 19 Apr 23
  1. Clinical trials are expensive and crucial for determining the efficacy and safety of new drugs.
  2. There are multiple stakeholders involved in running a clinical trial, each with important roles to play.
  3. Challenges in clinical trials include patient recruitment, trial logistics, and data analytics, but there are innovative startups working on solutions.
Termsheet by Attack Capital 6 implied HN points 23 May 23
  1. Flexport acquired Shopify's logistics business and founder Ryan Peterson stepped back from day-to-day operations.
  2. Flexport, an $8 billion logistics giant, raised $2.4 billion in funding and aims to streamline global trade with technology.
  3. Despite challenges like fluctuating stock prices and slowing growth, Flexport remains a unique and influential player in the logistics industry.
Equal Ventures 39 implied HN points 10 Feb 21
  1. SmartHop closed a $12m Series A round led by Union Square Ventures, a significant milestone demonstrating their impact in the industry.
  2. By partnering with brokers and enhancing load network efficiency, SmartHop offers better rates for drivers and cost savings without increasing IT budget.
  3. SmartHop's platform empowers truckers by providing tools to grow their businesses, enabling them to earn livable wages and supporting them through challenges like the pandemic.
Equal Ventures 19 implied HN points 30 Jan 21
  1. 2021 will be a record year for supply chain investing due to problems to solve and available capital.
  2. The rise of FBA sellers has created demand for multi-channel logistics solutions, especially for D2C brands.
  3. SMBs and mid-market seek working capital, presenting an opportunity for startups to embed trade finance solutions within the supply chain stack.
A Letter a Day 1 HN point 08 Apr 23
  1. Brad Jacobs is a successful entrepreneur known for founding multiple billion-dollar companies and making successful acquisitions.
  2. He transformed Express-1 Expedited Solutions into XPO, a multi-billion dollar logistics company with three separate business divisions.
  3. Jacobs's strategy includes acquisitions, organic growth, and focusing on IT to optimize operations and drive profitability.
Thinking Through 0 implied HN points 03 Jul 23
  1. The public data on rails in the Bay Area provides interesting insights, like weight, manufacturing details, and design specifications.
  2. Rail dimensions like height and width play crucial roles in supporting the track and preventing rail rolling.
  3. Many intriguing questions arise about rails during train rides, from spacing between rails to the forces rails experience.
Equal Ventures 0 implied HN points 21 Jul 20
  1. Trucking industry is crucial for the US economy, employing over 3 million individuals, but smaller fleets face challenges like limited access to technology and higher costs.
  2. Investment in technologies like SmartHop can significantly improve the lives of independent truckers, providing better access to loads and optimizing take-home pay.
  3. SmartHop's platform, run by an experienced team, partners with top brokers to enhance driver pay and access to premium loads, creating a transformation in the industry.
Joshua Gans' Newsletter 0 implied HN points 18 Nov 20
  1. Vaccine dosages are crucial - receiving two doses is necessary to ensure proper immune response and protection for individuals.
  2. Timing of vaccine doses is important - while sticking to the recommended schedule is ideal, there is some flexibility in providing the second dose within a reasonable timeframe.
  3. Good information infrastructure is essential - reliable systems are needed to track who received which vaccine doses and when to ensure effective vaccination management.
Are You Okay? 0 implied HN points 18 Jan 22
  1. Experiencing COVID symptoms after vaccination is common, but most people have milder symptoms and a lower risk of severe illness thanks to vaccines and boosters.
  2. Dealing with COVID involves medical challenges like fear and treatment options, logistical challenges like testing and isolation, and emotional challenges like guilt and shame.
  3. Getting COVID isn't a moral failure; it's a part of being human. We need to show empathy, self-compassion, and accept that exposures may happen despite precautions.