Sageview Capital’s Post

View organization page for Sageview Capital, graphic

4,470 followers

🚀 𝐒𝐭𝐚𝐲 𝐀𝐡𝐞𝐚𝐝 𝐰𝐢𝐭𝐡 "𝐎𝐟𝐟 𝐭𝐡𝐞 𝐂𝐡𝐚𝐢𝐧" – September 𝟐𝟎𝟐𝟒 𝐄𝐝𝐢𝐭𝐢𝐨𝐧! 🚀 🌟 This month’s highlights:  • 𝗣𝗼𝗿𝘁 𝗦𝘁𝗿𝗶𝗸𝗲𝘀: Every major East and Gulf Coast port from Texas to Maine – 36 in total – is affected by the ILA’s #strike, and retailers and manufacturers across industries are watching the story closely. • 𝗜𝗠𝗧𝗦: Key takeaways from Chicago’s “Super Bowl” of manufacturing, including insights on greenfield opportunities for core operating systems and the evolving dynamic between customer expectations and adoption of #automation. • 𝗦𝘁𝗿𝗲𝗲𝘁 𝗛𝗲𝗮𝘁: Market forces ranging from pharma cold chain demand to freight fraud are driving deal flow both to complement existing operations, and to capitalize on new growth vectors.  • 𝗧𝗿𝗮𝗰𝗸𝗶𝗻𝗴 𝘁𝗵𝗲 𝗧𝗿𝗮𝗱𝗲𝘀: A comparison of revenue, growth, and trading multiples across eight publicly-traded supply chain technology companies. Connect with our team to learn more: Mike McClure, Caitlin V., Dorothy Shapiro, Mike Crowe #SupplyChain #Logistics #Freight #SupplyChainManagement

Off the Chain — September 2024⚙🚛📦

Off the Chain — September 2024⚙🚛📦

sageviewoffthechain.substack.com

To view or add a comment, sign in

Explore topics