Oct. 11 at 7:56 AM
$CRGO some people get scared when the orange ogre goes on the warpath and threatens new tariffs. But not me. I’m a man in a gorilla suit, so I can thump my chest and scare anybody.
Freightos doesn’t have to be scared of trade disruption, because its business model is transactional. Disruption induces companies to search for new and cheaper and more reliable ways to ship their freight.
When companies try out new things, Freightos wins new customers. Every quarter, new shippers, sign on and additional companies are integrated. Freightos is building an international platform for shipping freight, much like http://booking.com.
Disruption creates opportunities, and CRGO is ready. This is a perfect business model, with high fixed costs, but low variable costs. Invest now because you have years of double digit growth ahead of you on this platform.
Positive cash flow and profitability will be big inflection points. You won’t want to miss them. Extremely bullish.
