What a fund manager thinks about transportation w/ Seth Holm | Bring It Home
West Brow Capital founder and portfolio manager Seth Holm runs a fund focused on global transportation. In this episode recorded on April 8, Seth sits down with JP Hampstead and runs through his view of the transportation industry, mode by mode—where he’s long and short.
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FreightWaves is a price reporting agency (PRA) focused on the global freight market and the leading provider of high-frequency data for the global supply chain. FreightWaves’ price, demand, and capacity data allow customers to benchmark, analyze, monitor, and forecast the global physical economy. Without logistics, the supply chains that keep...
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