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Hi Everyone 👋,
Coming out of a period where supply chains were ground to a halt, we were inevitably faced with the boogeyman of inflation.
As the allocation of scarce resources became increasingly important, optimizing supply chains became a key theme worldwide.
Increasingly, companies are also focusing on diversifying their supply chains to lower the bargaining power of any particular supplier.
Whether the US-China trade war or the pandemic labor shortages, supply chain optimization has never been more important.
So, how do we play the theme?
This week will be another deep dive into a company with a critical role in our global trade ecosystem - Descartes Systems Group.
What Do They Do? 👉 Products, Revenue Model, Customers
By The Numbers👉 Financials, Valuation
Macro Themes 👉 Trade War, Silos, Diversification of Supply Chains
Let’s get started!
1. What Do They Do? 👉 Solutions, Revenue Model, Customers
What Do They Do?
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