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Distribution
distribution
in doing this and the supply network that it's actually built up. So if you are a foreign investor or a US company or whatever and you go to China, like, immediately, people kind of know what to do now if you're asking for a factory. So I'm curious,
But we know in trucks that you have a down period, and then thousands and thousands of owner operators will come out of the market and go out of business and stuff. Right? And so supply swings down and up in trucking in a way that would be unimaginab
Like, talk about talk to us about the risks and how they compound the longer the war goes on or the longer the disruptions are in this particular part of the world. Well, since that is that the risk to Yeah. Yeah. Global supply chain. Supply chain? I
And it is actually about one of our favorite topics, Joe, supply chains. No. That's right. Because, that's exactly right. So supply chain disruptions can, sort of change, the state of the economy. So the environment, that's our idea, where firms make
And they were in a few things. They did truck brokerage, which we like. They were doing expedite, which we like. And they're doing freight forwarding, which is okay too. And our original plan was, okay, let's buy this company and let's keep buying mo
And so I got some fast education and tutorials about the warehousing business, supply chain management, contract logistics. I looked into the customers were. I saw opportunities to do things with those customers in the original four things we're look
of supply chains around the region. For example, I look at supply chain ecosystems and five key components. The first is advanced infrastructure. It's not just ports and railroads. It's also things like five g, the electrical grid, sewers. Second is
You started waiting to order two days in advance if you're a Prime customer because you could. And once you waited till two or three days left, where else are you gonna buy it? No one else delivers in that time frame. So the secret was being faster t
what two, three levels down into the supply chain is actually on that bill of materials and what are the, you know, kind of critical components. And I think, you know, again, COVID examples. Like, we have no idea. Right? And then we found out that th
we work with networks. And let me explain what that is. When you say networks, again, the the the traditional we're first going to think about, of course, the trade networks. Why? Because the trade networks directly linked to supply chains. Right? An
small number of them, and they're sort of sparsely connected. And what that allows them to do is to move trucks continuously back and forth loaded with cars between these IRCs. And you can think about the minimal train tracks where the the vehicles a
but it's actually the number. It's ironic. It's like not, you don't get a bulk discount on trucking. You get like a bulk surplus. Because the more jobs you take, any broker, the more jobs they take on a given lane on a given day spends more per avera
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