Reported 6 months ago
Institutional investor Seth Holm expressed optimism for transportation stocks in the long term but acknowledged the sector is facing significant challenges, including pressure on volumes, pricing collapses, and inflation. During a discussion at Future of Supply Chain in Atlanta, Holm highlighted the tough market conditions for transportation stocks compared to broader indexes. Despite the current difficulties, Holm, the CEO of West Brow Capital, remains positive about investing in transportation companies, emphasizing the sector's cyclicality and potential for growth over the next few years.
Source: YAHOO