Thinking Big About Small Companies

Author Archives: Torin

3PL Part 2 – Yesterday, Today, Tomorrow

July 5th, 2012 | Posted by Torin in Logistics - (Comments Off)
Customer Composition

(Click here for Part 1) The 3PL industry was more or less born out of the Motor Carrier Act of 1980. This act deregulated trucking, morphing it from a concentrated and somewhat cozy industry into an extremely fragmented and price-competitive one. The result was an explosion in the number of trucking carriers: there were less … Read more

3PL Part 1 – Overview

June 27th, 2012 | Posted by Torin in Logistics - (Comments Off)
3PL Growth

I recently wrote up my investment thesis for Radiant Logistics (AMEX:RLGT) on the Monte Sol website as well as on The write-up is a succinct case for investing in RLGT. I’ve done a lot of research on the third-party logistics (“3PL”) industry, but for brevity’s sake I excluded most of it from the write-up. … Read more

The Cost of Growth

April 27th, 2012 | Posted by Torin in Energold - (Comments Off)
The Cost of Growth

Growth is expensive, and not just for investors who must pay a premium for companies on the upswing. It is expensive for companies, too. Keeping pace with increasing demand from customers is costly. You have to lease twice as much office space as you need, knowing it will be full a year from now. You … Read more