Transports-only hedge fund manager hopeful despite ‘perfect negative storm’
Former FreightWaves analyst turned hedge fund manager Seth Holm shared his outlook for transportation stocks at Future of Supply Chain on Wednesday.
Former FreightWaves analyst turned hedge fund manager Seth Holm shared his outlook for transportation stocks at Future of Supply Chain on Wednesday.
Hedge fund manager Seth Holm chats with FreightWaves’ Kevin Hill about the outlook for transportation stocks during Global Supply Chain Week.
Andrew Cox links up with old Great Quarter, Guys host Seth Holm for a reunion episode all about capital.
On this episode of Great Quarter, Guys, Andrew Cox and Seth Holm discuss whether a wave of shipments is on its way to the U.S. or if the parcel system can handle the load.
On this episode of Great Quarter, Guys for the FreightWaves Enterprise Fleet Summit, Andrew Cox and Seth Holm discuss how all modes of transportation are moving market indices.
On this episode of Great Quarter, Guys, Andrew Cox and Seth Holm discuss why American consumers may feel the crunch at the cash register as a lasting effect thanks to freight delays.
On this episode of Great Quarter, Guys, Seth Holm and Andrew Cox talk about the hot truckload market and give their predictions for the next quarter of 2021.
Andrew Cox and Seth Holm are back with an episode of Great Quarter, Guys, talking about the biggest consumer news of the week and what a stimulus package could mean for buying behavior.
Andrew Cox and Seth Holm detail Ancora Advisors’ attempts to reroute asset-light trucking and logistics company
Andrew Cox and Seth Holm debate the big news in the retail space and compare which logistics companies have the best drop-and-hook practices.
Andrew Cox and Seth Holm break down the pros and cons of UPS Freight selling to TFI International.
Andrew Cox and Seth Holm explore the impacts of container shipping issues through Peloton’s experience.
Andrew Cox and Seth Holm debate how companies should look to expand their operations for the coming year.
Will the new year bring market booms or busts? Andrew Cox and Seth Holm react to a bold prediction from Deutsche Bank analyst Amit Mehrotra.
It was a year of discussions, SPAC announcements, caring and not caring for the GQG crew.
Andrew Cox and Seth Holm talk mergers across the market and how they’ll impact the next year.
Do you care about Uber Connect, Amazon custom fashion, Flock Freight or the Tesla Semi? Andrew Cox and Seth Holm do!
Find out which companies are hitting the public market this week and why that matters Andrew Cox and Seth Holm are talking about lots of companies coming to the public […]
SpaceWaves: Bank of America’s Ron Epstein talks the true value of the space market Andrew Cox and Seth Holm wrap up SpaceWaves with a special edition of Great Quarter, Guys. […]