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Welcome to the 31st edition of the JBF Bulletin, a monthly newsletter curated by the JBF Consulting team, with a focus on supply chain, transportation, logistics and of course freight. And, we kindly thank you for reading (and sharing!) this newsletter.
Over the past few years there has been an explosion of new and innovative logistics technology (log-tech) companies each attempting to carve out a niche in the ever-expanding logistics technology software space.
However, we know that many of these emerging companies will fail or underperform such as the recent news of Kuebix/Trimble shutting down. We anticipate many mature firms will be in the same predicament.
Choosing the right companies to invest in is not easy. The key investment criteria should include:
- Which companies have truly differentiated capabilities?
- Which companies have solutions that resonate with the market?
- Which companies have sizable moats?
- What is the competitive landscape?
- Which companies have a path to profitability?
- Which companies have compelling strategies?
Have an interest in learning more about this - reply or reach out to me on LinkedIn.
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IN THE NEWS
If you are one of the customers who have invested tens of millions of dollars in your transportation & logistics technology and implementation only to find out that software vendors like Trimble (and Blue Yonder, and SAP, e2open, etc.) are "pivoting on” you’re not alone. Find out how to hedge your risks.
Metafora’s Adam Perlmutter chats with JBF’s Mike Mulqueen about logistic systems and the complexity of selecting the right one. Mike also outlines big logistics technology changes, recent market trends, and key technologies/ considerations that shippers should be watching. Give a Listen Here.
INSIGHTS FROM THE GARDEN
THE DIGITAL LOGISTICIAN
Most shippers rely too heavily on 3rd party industry analysis that can’t identify the specific functional requirements that can enable them to more precisely down-select one or more TMS software vendors. Here are some alternatives to consider.
JBF SENTIMENT RATING
Oracle remains passionate about logistics technology and how it can be used to solve some of the most complex problems in supply chain. Check out Mike Mulqueen's assessment here in this OTM TMS Product Roadmap Review.
Thanks for the MEME Radu Palamariu via Boris Panov
The JBF Freight Transportation Industry Bulletin is a newsletter curated by the JBF Consulting team, with a focus on supply chain, transportation, logistics and of course freight.
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The fine print: This newsletter is being provided to the reader as a general overview of current market conditions and contains information compiled by JBF Consulting from a variety of sources. This newsletter is provided solely for general informational purposes and is not intended to be, nor should it be construed by the reader as, specific advice or a solution tailored to a particular company or client. Before acting on any information, you should consider the appropriateness of the information provided to your company’s circumstances and it is recommended that you seek independent advice if you have questions specific to your own objectives.
JBF Consulting makes no representation or warranty as to the accuracy or completeness of the information contained herein and shall have no liability for any representations (expressed or implied) regarding information contained in, or omitted from, this newsletter.