Mar. 10 at 5:30 AM
$CRGO from SeekingAlpha …
“Periods of disruption tend to accelerate trends that were inevitable. Geopolitical conflicts, pandemics and other global shocks condense years of technological adoption into shorter timeframes as industries are forced to adapt fast.
“Before the Covid-19 pandemic, video conferencing existed but was fragmented and largely associated with Skype. Within a few short months of global lockdowns, Zoom emerged as the default platform for remote communication and its name quickly became a verb. The technology was not new, but the disruption caused by the pandemic dramatically accelerated adoption.”
Extremely bullish because the digitization of freight is inevitable, yet its adoption has been slow.
Air freight now, ocean freight even slower, but it is inevitable and disruption speeds it along!
