seth holm

Transports-only hedge fund manager hopeful despite ‘perfect negative storm’

Institutional investor Seth Holm said he’s upbeat on transportation stocks long term but noted the sector is in a “perfect negative storm,” with volumes under pressure, a collapse in pricing and roughly 50% inflation across most cost buckets. His comments were part of a fireside chat with Craig Fuller, FreightWaves founder and CEO, at Future of Supply Chain in Atlanta on Wednesday.

“I’m very, very positive … I think if you invest in anything in surface transportation, you’re going to make a lot...

https://www.freightwaves.com/news/transports-only-hedge-fund-manager-hopeful-despite-perfect-negative-storm

GSCW chat: How transportation and logistics stocks will fare in 2022

Kevin Hill and Seth Holm at day 3 of Global Supply Chain Week

This fireside chat recap is from day 3 of FreightWaves’ Global Supply Chain Week.

FIRESIDE CHAT TOPIC: Outlook for transportation stocks following a big run.

DETAILS: A discussion on how demand for consumer packaged goods will filter down into the performance of transportation and logistics stocks in 2022.

INTERVIEWER AND SPEAKER: Kevin Hill, executive publisher at FreightWaves, and Seth Holm, founder, CEO and portfolio manager at West Brow Capital.

BIO: Holm has 15 years of experience as an equity...

https://www.freightwaves.com/news/gscw-chat-how-transportation-and-logistics-stocks-will-fare-in-2022

A GQG reunion — Great Quarter, Guys

Great Quarter Guys 11/17

This episode is brought to you by DDC FPO, DDC is a business process outsourcing provider that specializes in freight. Discover why today’s top-rated LTL carriers rely on DDC FPO. Learn more at ddcfpo.com

Andrew Cox welcomes his former co-host, Seth Holm, back to the Great Quarter, Guys stage for a reunion episode covering Holm’s experience going from freight to venture capital. 

Holm, the founder, CEO and portfolio manager at West Brow Capital, talks to Cox about the mission of the fund, the...

https://www.freightwaves.com/news/a-gqg-reunion-great-quarter-guys

Are we waiting for a shipping tsunami? — Great Quarter, Guys

Great Quarter Guys 11/17

It’s a sad day for the dynamic duo of Seth Holm and Andrew Cox as this marks Holm’s last episode of Great Quarter, Guys. They make it a good one with an in-depth discussion about the tidal wave of imports crossing the Pacific Ocean. 

First up on “you care or nah?” they give their thoughts on UPS’ rock star first quarter, the comeback of Crocs and a decision from Lowe’s to acquire flooring brand Stainmaster. 

Cox and Holm use a report from Nerijus Poskus, vice president of global ocean at freight...

https://s29755.pcdn.co/news/are-we-waiting-for-a-shipping-tsunami-great-quarter-guys

EFS: Truckload valuations and market metrics — Great Quarter, Guys

Great Quarter Guys 11/17

Less-than-truckload freight has taken a front seat during the COVID-19 pandemic as e-commerce and parcel service ramped up thanks to consumer buying habits. On this episode of Great Quarter, Guys, Andrew Cox and Seth Holm look at how that ramp-up has supported fleets and also impacted other modes of transportation. 

Cox and Holm welcome Tom Wadewitz, UBS Securities senior equity research analyst to the show for the discussion. Wadewits recently moved his assessment of the trucking industry down...

https://s29755.pcdn.co/news/efs-truckload-valuations-and-market-metrics-great-quarter-guys

Suez effects will touch American consumers — Great Quarter, Guys

Great Quarter Guys 11/17

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With freight delays already rolling in even as the Ever Given floats freely, Andrew Cox and Seth Holm debate the downstream effects awaiting U.S. ports and consumers on this episode of Great Quarter, Guys. 

They take this edition of “you care or nah?” to discuss the massive increase in consumer spending following the third stimulus check. Holm and Cox also talk about airline cargo demands, Nike retail strategy and news about Bed, Bath and Beyond.  

Cox and Holm are...

https://s29755.pcdn.co/news/suez-effects-will-touch-american-consumers-great-quarter-guys

Can the market get better? — Great Quarter, Guys

Great Quarter Guys 11/17

Andrew Cox and Seth Holm attempted to answer UBS analysts Tom Wadewits and Alex Johnson’s question, “Can the market get any better?” on this episode of Great Quarter, Guys. They talked about the retail shift from wholesale to direct-to-consumer business models and the impacts of truckload stock downgrades. 

First up on “you care or nah?”, Adidas is aiming at being 50% direct to consumer by 2025, trying to catch up to Nike and Lululemon as leading athletic wear brands. Both Cox and Holm care and...

https://www.freightwaves.com/news/can-the-market-get-better-great-quarter-guys

Back in the saddle again — Great Quarter, Guys

Great Quarter Guys 11/17

Andrew Cox and Seth Holm are back in the saddle after a week off thanks to Global Supply Chain Week. A slew of intriguing stories has emerged over the past two weeks, so today they discuss everything from recent stimulus news to a major company preparing for an IPO.

Starting off with “you care or nah?” Cox and Holm dive straight into a debate around the current consumer landscape. Consumer bounceback from the COVID-19 pandemic has been sustained through the first quarter of the year, and Holm...

https://s29755.pcdn.co/news/back-in-the-saddle-again-great-quarter-guys

Can Forward Air be turned around? — Great Quarter, Guys

Great Quarter Guys 11/17

Forward Air was the victim of a massive cyberattack at the end of 2020 that hurt its fourth-quarter results. Now Ancora Advisors is moving to get its four candidates on the Forward board. On this episode of Great Quarter, Guys, Andrew Cox and Seth Holm discuss what this means for the asset-light trucking and logistics company going forward. 

First in “you care or nah?” they break down today’s hot topics. Consumer sentiment has slipped in recent weeks and Holm was surprised by this. Cox says he...

https://www.freightwaves.com/news/can-forward-air-be-turned-around-great-quarter-guys

Drop-and-hook strategies — Great Quarter, Guys

Great Quarter Guys 11/17

Great Quarter, Guys is a podcast full of healthy debate between Andrew Cox and Seth Holm and on this episode they dive into the differences between drop-and-hook strategies in logistics. 

First on the debate slate is the classic segment, “You care or nah?” Cox starts off with the news of Tesla buying up some Bitcoin, which Cox says is “forward looking” for the company. Tesla is going to both accept Bitcoin as payment as well as use it as stored value. 

Target’s activewear line All In Motion has...

https://www.freightwaves.com/news/drop-and-hook-strategies-great-quarter-guys

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