Discover and read the best of Twitter Threads about #logistics

Most recents (24)

1/15 🧵💡 Decentralized storage & compute could truly supercharge the #InternetOfThings (#IoT). But how? Let's unpack this crucial evolution for our hyper-connected world. 🌐👇
2/15 📚 First, it's crucial to understand the concepts. #DecentralizedStorage refers to data storage spread across multiple devices or locations, rather than a central server. #DecentralizedCompute refers to computations performed on these distributed devices.💻🌍
3/15 📈 IoT devices generate an enormous amount of data daily. Centralized servers currently deal with this load, but as more and more devices connect, scalability becomes a challenge. Decentralization offers a solution. #EdgeComputing #Scalability
Read 15 tweets
Because it's Force Design Friday, I'm giving a final push to do a comparative read-through of the TM-EABO 2nd edition!

Last time my battery died at the conclusion of the chapter on Information. We'll pick up with the chapter on Aviation Operations. 1/
The 2d ed ID's three key characteristics for aviation operations in support of EABO that don’t exist in the 1st edition: persistent distribution of aviation elements across extended distances; ops of distributed aviation elements with minimal sustainment from rear-areas... 2/
... and networking distributed aviation elements with the littoral force command and control architecture. These characteristics inform the 2nd edition’s entire discussion of aviation operations. 3/
Read 30 tweets
1/ The future of #trucking is the hybrid carrier, a new model that leverages technology to overcome long standing industry fragmentation and finally provide shippers with the benefits of economies of scale. #SupplyChain #Logistics 🧵…
2/ When I started Convoy 8 yrs ago, I wondered why trucking was still so fragmented. Why hadn’t economies of scale caused the market to consolidate around leading providers (like parcel, LTL, air freight, ocean, ridesharing) who could offer better service & lower prices?
3/ Why is selecting dozens or hundreds of trucking providers the strategy of choice for companies procuring these services in the U.S.? The article answers these questions and paints a clear picture of how and why this is now changing with a new model, the hybrid carrier.
Read 17 tweets
#Logistics is emerging as one of the major trends for the coming decade.

In today’s thread we will understand the business of #ShreejiTranslogistics - A micro cap that is a major player in this sector.

CMP - ₹ 59

Like and retweet for maximum reach!! Image
1. Company Overview:
•The company was started in 1976 as a brokerage firm and in 1984, they entered into the transport business by providing parcel services. The business has grown a lot since then and today the company provides completely integrated services like
full truck load transport (FTL), parcel and part truck load services/less than truck load (LTL), import-export services, Over Dimensional Cargo (ODC) and bonded trucking
•The company has a fleet of 300 trucks that are owned by them and 4500 trucks that they lease. Image
Read 20 tweets
1/10 🌐 Curious about why you would use @Conste11ation $DAG when there are specialized blockchain solutions like @energywebx $EWT and @MNWSupplyChain $MNW? Let's explore how Constellation can complement and enhance these networks! #Constellation #Interoperability
2/10 ⚡ @energywebx $EWT is focused on building a decentralized energy market, and @Conste11ation $DAG can provide secure data pipelines and validation for IoT devices in the energy sector, enhancing data integrity and performance. #EnergyWeb #IoT
3/10 🔄 By integrating with @Conste11ation, @energywebx can benefit from the scalable and secure HyperGraph network, allowing for seamless data exchange between different energy market players and fostering innovation. #HyperGraph #EnergyMarket
Read 10 tweets
#India's #startup ecosystem raised $455 million across 24 deals last week (Jan.16-21,'23) with #fintech #unicorn PhonePe turning decacorn at $12 billion valuation.
#StartupIndia #DigitalIndia #VentureCapital #funding #Entrepreneurship #innovation #Motivation #prosunjoyi #Thread Image
#India's #startup ecosystem raised $126 million off 16 deals last week (Jan.23-28,'23) across #cybersecurity, #deeptech, #energy, #gaming, #logistics, #SaaS, etc. with total #funding for Jan.'23 crossing $1 billion. #StartupIndia #DigitalIndia #VentureCapital #inspiration #Thread India's startup ecosystem's funding round up for the last week and also for the January month + an inspirational quote stating that your present circumstances don't determine where you can go; they merely determine where you start.
#India's #startup ecosystem raised $49 million off 12 deals last week (Jan.30-Feb.4,'23) across #EVs, #freight, #manufacturing, etc. #StartupIndia #DigitalIndia #VentureCapital #leadership #founders #Entrepreneurship #MondayMotivation #inspiration #innovation #prosunjoyi #Thread Image
Read 44 tweets
(1/4) And that's a wrap! Here are how some major #trucking, #rail and #logistics stocks performed in 2022. Data per Barchart.


$JBHT: -14.42%
$WERN: -15.54%
$HTLD: -9.39%
$MRTN: +15.6%
$PTSI: -27.35%
$USX: -69.32%
$KNX: -13.73%
$SNDR: -12.91%

(2/4) More Trucking/Intermodal

$CVLG: +31.39%
$HUBG: -5.55%
$DSKE: -43.89%
$TFII: -9.24%


$UNP: -17.02%
$CP: +4.19%
$CN: -25.31%
$NSC: -16.39%
$CSX: -16.99%


$ODFL: -20.35%
$SAIA: -37.00%
$YELL: -79.54%

More LTL/Parcel/Drayage

$XPO (note: company at beginning of year was larger pre- various spinoffs): -25.93%
$ARCB: -40.11%
$FDX: -33.01%
$UPS: -18.73%
$FWRD: -12.80%
$ULH: +79.01%


$CHRW: -14.50%
$LSTR: -8.65%
$GXO: -53.20%
$R: +2.46%
$EXPD: -22.10%

Read 4 tweets
#ZeroToOne by is a must-read for anyone looking to build a successful business. Here are ten key takeaways from the book:

The concept of "#monopoly" - It's not about being the biggest player in the market, it's about creating a new market and being the only player in it.
The power of "definite #optimism" - Instead of shooting for incremental improvements, aim for a 10x increase in value. #peterthiel
The importance of "#secrets" - The most valuable businesses are built on secrets that are hidden from the #competition.
Read 10 tweets
Let's explore about the business model of the #shippingindustry! Shipping is a vital part of the global economy, with goods being transported around the world by sea, air, and land.
The business model of the shipping industry is centered around the movement of goods from one location to another. Shipping companies charge fees for transporting goods from one port to another, or from one country to another. #maersk
The shipping industry has a number of different business models, depending on the type of goods being transported and the mode of transportation. For example, #container shipping is a popular business model for transporting large volumes of standardized cargo.
Read 10 tweets
Hey everyone, let's talk about the business model of #AdaniEnterprises! Adani is a diversified conglomerate with interests in a wide range of industries, including #energy, resources, #logistics, and infrastructure.
One key element of Adani's business model is its focus on infrastructure development. The company has a strong presence in the construction and development of #ports, #airports, and other transportation infrastructure.
Adani also has a significant presence in the energy sector, including #coal mining and power generation. The company has invested in a number of coal-fired power plants and #renewable energy projects to meet the growing demand for electricity in India.
Read 10 tweets
Business Analysis of Jupiter Wagans Ltd.

A Proxy for Rail Logistics?

Can it be accommodated in the electric CV market?

lets deep dive
1)#jupitarwagons #JWL #Railway #logistics
2)About JWL
- founded in 2006 by Lohia Family
-largest manufacterer of railway wagons
-over the years it has expanded into cast manganese steel crossings ,CV bodies,containers and other components
- backward ingrated with inhouse manu capacity for brakes & other ancillary parts

Backin 2019,JWL acquired CEBBCO,which was on verge of bankruptcy through buying stake from Axis & IDBI bank & reverse merged with self & JWL was listed in Stock market

CEBBCO is MP based manufacturer of tippers,trailers & defense Vehilces and also builds wagons
Read 22 tweets
A very special present from #TeamOneFist: Op.Switchblade, one of our largest #DataCenter attacks yet!
We hunted down every #networking #switch we could find in #Russia and tested them for vulns. From these, we conducted a #cyber strike against 55 strategically valuable devices 1/ ImageImageImageImage
We penetrated devices both large and small; many of them were at the heart of #ISP DCs like Rostelecom or Kuban-Telecom, but many also belonged to individual businesses. All had high utilization rates, uptime, and were rich in features: these were all core infrastructure 2/ ImageImageImageImage
These included #Russian, #Chinese, and #Western boxes like #Cisco and #HP!
We swiftly demolished them, before any of the sysadmins could react or notice us. After the initial strike, we kept reattacking if they were recovered (>8 times!). No uninterrupted service for them! 3/ ImageImageImageImage
Read 4 tweets
'Global food prices are once again facing upward pressure due to the record cost for shipping grain in the U.S., the source of about 20% of world exports...drought conditions have caused water levels in the Mississippi River to drop' increasing costs…

And not just the Mississippi-

Drought has been a huge problem for shipping across large swaths of the northern hemisphere in 2022, impacting distribution of crops & other commodities.

#ClimateCrisis #drought #heatwave #trade…

"An unsettling drop in water levels in key European waterways has resulted in immensely strained logistics in shipping commodities throughout the continent, with barges only able to carry one-third or one-quarter of their usual cargo."

#Europe #trade…
Read 6 tweets
Thread | Quick recap of latest #telecom news and #insights, including BT's new Budapest office, Magyar Telekom's pay deal, exit at Pelipod & much more:

#Office #Telecom #Hybridworking #Europe #Operations #WFH

BT Hungary opens doors to new offices
Read 5 tweets
#Russia is approaching a cataclysmic systems collapse in #Ukraine. Why? I'll try address how we see happening today will have multiple effects, some less discernible at the moment, but yet significant in the long-term. No TL;DR on this one , sorry. 1/x
#Ukraine🇺🇦 has the ability to strike in depth. This presents 2 major problems for #ВсРФ🇷🇺. One is direct – the loss of strike systems and #logistics. The other is indirect – an impending systems collapse of logistics and the operational planning cycle. 2/x
Firstly, consider the loss of assets + the need to replace with stored assets (likely cannibalised). This effect is somewhat delayed; the #logistic evac-resupply chain spends fuel, platforms, causes delays, removes protection, and brings about the need to plan all over. 3/x
Read 21 tweets
1/ The earnings call season is underway and we started publishing Earnings Call Summaries last week. Coal availability is not looking good. Peabody Energy (#BTU) said they were unable to ship 23% of July month-to-date (thru Jul 28) customer nominations due to #Rail service issues
2/ As a #NaturalGas and #electricity analyst, I don’t really know what the term “customer nominations” means in the #coal business. That makes me ripe for substitution bias, which was discussed in LCMC’s January 2019 NG Research Dinner through #Tversky and #Kahneman’s work.
3/ Irrelevant detail? Here’s a counterpoint: 90% of Best Picture Academy Award (Oscar) "nominations" don't make it to the stage – context matters.
Read 7 tweets
Wait, after Goldman Sachs Rishi Sunak went to work for "The Children's Investment Fund Management (UK)" aka TCI ??
At Goldman Sachs, Sunak was mentored by Snehal Amin, and when Amin moved to TCI Sunak followed..

In between Goldman Sachs and TCI, Sunak went to Stanford on a scholarship for their two-year MBA at Stanford Business School (2004-2006)

coz.. he was so bright 😅

COINCIDENTALLY.. Snehal Amin was a Stanford MBA too…
Read 24 tweets
#AfricaTech #Reflections and the importance (plus issues) with how some think about #TAM (Total Addressable Market) in our ecosystem. Here we go 👇🧵:
1/ We(#VCs) care a lot about TAM. If it’s not big enough, it makes our ability to imagine a large enough exit problematic. What is large enough exit? One where our share at exit (say 5-12% post dilution in future rounds) is a fund returner. On $150m fund – you can do the math.
2/ Africa has many ‘large problem’ or ‘large verticals’. #Agri, #Health, #Education, #Logistics, #Agri and many more. There are also horizontal ones such as access to payments, and B2B ones. While data is thin, many get the part of how big is the overall market somewhat right.
Read 18 tweets
#Russian state television #Russia1 says when #Russians “reach the western borders of #Ukraine, the rest will certainly not be about” #Kiev. A “safe corridor” to #Kaliningrad “has to be created” regardless of #NATO “waving their #Article5.” He warns “taming of #Lithuania... [1/2] being considered” but “the issue is with” their masters in #Washington and #Brussels. He suggests striking #Energy & #Logistics infrastructure of #EU as the “spigot closes from here.” He says “#Nuclear weapons might be used.” [2/2]
Speaking on #Russian state television #Russia1, retired General and current #StateDuma deputy, #AndreyGurulyov, says “not one normal member of the military would go for” capturing the #SuwalkiGap with “#NATO forces” on “both sides.” He proposes instead a corridor “from... [1/2]
Read 14 tweets
War: it is all about #logistics!!

Understanding logistics, and mastering it, is key to warfare.

This is a fascinating thread about the logistics behind the Russian warmachine, when it comes to how it gets made.
Undoubtedly the West has been attacking Russia. (of course, if it is justified or not... that's a whole other debate, but it is still an attack on Russia)

Interesting conclusion to the loooong thread:
"#Russia is now cured from #Sinophobia."

As it was curious how at the high level, the Chinese & Russian leaders cozied up together. However... lower down, they were avoiding #Chinese products. But, no longer!

Read 4 tweets
🍻New paper published on @BDCC_MDPI, collab. w. @mvitevit and @Fede_Botta:
Cognitive Networks Extract Insights on COVID-19 Vaccines from English and Italian Popular Tweets: Anticipation, Logistics, Conspiracy and Loss of Trust
@BDCC_MDPI @mvitevit @Fede_Botta We investigate almost 5k Popular tweets about #COVID19 and #vaccines from early 2021.
Remember when vaccines were announced?
How did massively read content frame vaccines? With which stances and emotions?
We use #cognitive networks and #machinevision to address these points!
We found #emotional #polarisation in the framing of "vaccines" in English tweets.
Emotions like trust and anticipation co-existed with negative emotions of sadness and anger.
A circumplex model corroborated this dichotomy. These emotions rose from discussions about cases/deaths:
Read 12 tweets
1/ Dear all, many among you have asked me about my opinion on #oil, #logistics, #pipelines, price movements and a reality check on the #german #embargo plans. So I decided to make another explanatory thread. Grab a beer, this may take a while to read.
2/ It has often been said that oil is a global #commodity that travels on the seas. That view is not wrong, but incomplete. In fact, much oil is shipped by pipelines, on all continents. For an imcomplete but illustrative overview, see…
3/ Most pipelines either distribute incoming seaborne supplies to inland consumers (e.g., refineries), or they route domestically produced oil to seaports where it is loaded on #tankers.
Read 25 tweets

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