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How to Be a Successful Logistics Company
I think I have a pretty good idea of why you like the company itself. A lot of that comes out to value alignment, what you've said about the business and the owners in general. But can you talk a little bit about the sector? I know it wasn't initially where you were focusing, but you've probably built out a thesis since then.Yeah, so I think it's... Let me tell you a bit about the company, because then it will be also answering the question. So basically today, we have basically four building blocks. We are an end-to-end logistics service provider. It is literally providing a very personalized and customer-centric value proposition.