the blog

Formally on Arviem’s board

Formally on Arviem’s board

After having been on Arviem's Advisory Board for a couple of years, I was asked to join Arviem's board and naturally accepted. Fortunately, the shareholders agreed at the Annual Shareholders meeting (which had been postponed two months due to Covid-19). Arviem's...

Kontainers in the media and new logo revealed

Kontainers in the media and new logo revealed

The new logo for Kontainers has been revealed, as the media have been commenting on the acquisition. The coverage has ranged from the usual industry sources as well as the more general media, such as The Chronicle Live. Most have been using the press release sent out,...

Descartes acquires Kontainers

Descartes acquires Kontainers

It has just been announced that Descartes has acquired Kontainers. The press release gives the obvious reasons, but I know that the two founders, Graham and Charlie, set out to change the industry, and I honestly don't think there is a better place for Kontainers at...

Hapag Lloyd comes back down again

Hapag Lloyd comes back down again

...and just as quickly as the valuation went up, the valuation has come back down again. Hapag Lloyd hit its peak on the 15th of May at EUR 187 and in two weeks since dropped to EUR 75, which has led to all sorts of speculations and likely investigations. This also...

Hapag Lloyd beats the trend

Hapag Lloyd beats the trend

When I looked at how logistics companies were be valued by the investors 9 months ago we had no idea what was abou to hit the world. Of the companies I looked at, Maersk was the most valuable at USD 23,7B followed by K+N at USD 17,4B and DSV at USD 17,0B. Since then...

Good news/bad news for freight-tech

Good news/bad news for freight-tech

CB Insights has done an analysis of the impact of the outbreak of Covid-19 private funding, which in particular impacts startups. The bad news Unsurprisingly, the bad news is that it is going to go down, and based on experience from previous outbreaks, especially Asia...

Covid-19 provides and opportunity to rethink

Covid-19 provides and opportunity to rethink

Every crisis forces you to rethink how you have historically done things and the outbreak of Covid-19 is from that perspective no different. Stop the bleeding The immediate concern is, of course, to eliminate, or as a minimum reduce, the threat to a manageable level....

WiseTech forcing a reality check for FreightTech

WiseTech forcing a reality check for FreightTech

FreightTech has seen a continuous rise over the last 18-24 months beyond what others, e.g. FinTech, have experienced. The front runners have been Flexport (although more forwarder than a pure technology company) and WiseTech. I have discussed their valuations more...

Will e-scooters change micro-mobility as we know it?

Will e-scooters change micro-mobility as we know it?

I love gadgets, and spend a disproportionate amount of time and money on acquiring new ones, so when the e-scooters I have been arguing with my financial conscience over when to get and try one out. Six months ago I gave into myself and bought the Ninebot by Segway...