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Supply Chain

Playbook #036: Marine Shipping Industry

Playbook #036: Marine Shipping Industry

What happens when you have a lot of demand for something, and not enough supply? Prices, and profits, skyrocket. And that’s exactly what has happened in the marine shipping industry thanks to the supply-chain issues we’ve all been dealing with since the start of the pandemic.
Tom Feb 11, 2022
Playbook #026: Supply Chain Financing

Playbook #026: Supply Chain Financing

Supply chain investors have typically enjoyed consistent historic returns between 6% - 10%, relatively low volatility and risk, as well as limited correlation to other markets like stocks, oil, and real estate.
Tom Dec 3, 2021

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