Industry: Transportation
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Creating a three-sided trucking marketplace - Landstar System | Summer Series
Landstar System, Inc. is revolutionising the American trucking industry by operating as a unique marketplace, connecting a fragmented network of over 50,000 independent truckers with hundreds of thousands of businesses needing freight services.11 January
Sponsored by CommSec
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Why 2023 was the year of the e-bike and not the self-driving car
This article tells the story of the year and assesses the state of the self-driving industry going into 2024. With Cruise’s CEO outsed after the crash and Cruise’s parent company General Motors announcing a reduction in investment in Cruise, one of the industry’s biggest players will be slowed next year.11th Dec, 2023
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Why Norway — the poster child for electric cars — is having second thoughts
This article from Vox explains why Norway is starting to have second thoughts about electric vehicles.13th Nov, 2023
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Driveless cars are driving headlines. Here's what you've missed
In today's episode of The Dive, Sascha and Alec catch you up on what's been happening and ask, who's in poll poition in the race to commercialise self-driving technology?6 November
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Airlines are just banks now
This article from The Atlantic explains why. It details the shifts over the past few decades that have turned the airline loyalty program into such a valuable part of the overall business.2nd Oct, 2023
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Qantas (ASX: QAN)
Joyce leaves mixed record for Qantas shareholders
Qantas lags the market when including the impact of dividends over Joyces tenure but beat it and some international peers on a price appreciation basis. -
Ghost Planes: A clever business strategy? Or a waste of time and resources?
Today Sascha is joined by Elias Visontay from The Guardian to ask - why is the Australian government allowing this to continue, despite rejecting Qatar Airways' formal request to increase flights?18 August
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Should airlines be fined for cancelled flights?
The ACCC wants to follow Europe’s lead and start fining airlines for cancelled flights. Germany is in recession while the Greek stock market is at new highs. AI leaders want us to worry about an AI extinction event, and Woolies is taking their trucking fleet electric. All this and more on this week’s Comedian v Economist.7 June
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How did China come to dominate the world of electric cars?
This article from MIT Technology review looks at how China managed to pull off this feat. An country with a weak car industry, starting well behind their American, Japanese and German peers, has managed to overtake them all.27th Feb, 2023
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Ridesharing Q4 2022 Review: Dispersion
For years investors have wondered if this business model could ever be profitable. We're not quite there yet, but Uber seems to be doing all it can to get there (you've probably noticed the up tick in prices for Uber rides and UberEATS).20th Feb, 2023
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India has found a major deposit of lithium, suddenly making it a major player in batteries and EVs
The discovery immediately pushes India into the world's top five national lithium reserves -
Is FedEx Stock A Better Pick Over Its Peer?
There is more to the comparison, and in the sections below, we discuss why we think FDX stock will give higher returns than UPS stock in the next three years. -
Will food delivery services ever deliver profits?
Today Sascha and Darcy talk about why food delivery companies are collapsing, and ask themselves... What are they going to do when they are hungover on Sunday morning?24 November
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Who's to blame for air travel chaos: Airlines or airports?
Air travel chaos. Luggage lost, flights cancelled and delayed, hours-long security lines. And the general unrest from travellers is being directed at both airlines and airports. Plenty of COVID-impacted industries are returning to normal - theme parks are reopening, cruise ships are sailing and restaurants and bars are humming - but not air travel... Instead we have airlines blaming airports and airports blaming airlines, all the while travellers wait in longer lines. Today Sascha and Simon ask the question - who’s ultimately at fault, the airlines or the airports? And when can we expect this situation to return to normal?28 July
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France has run out of mustard
France has run out of mustard. That’s right, the home of mustard is… mustardless. Supermarkets are limiting sales to one jar per person. Carrefour, a French supermarket giant, is being accused of stockpiling mustard to drive up prices. Chefs are appealing on social media for any spare jars. But behind the funny headlines, there is a devastating story - one that will only get more frequent.23 July
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Electric vehicle sales accelerate as the world passes the 'magic number'
An analysis from Bloomberg found that 5% of new car sales is the magic number for mass adoption of electric vehicles. And the US is the 19th and latest country to cross that threshold. Good news for Tesla. Good news for the climate ... but, is there really a "magic number"?16 July
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Flexport: How to move the world
One of the hottest start-ups of 2022 is playing in one of the most difficult spaces of the past few years - global logistics. In the context of shipping delays, container shortages and port congestion the freight forwarder Flexport has just raised a Series E funding round at an $8 billion valuation.3rd May, 2022
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"Dude, where's my luggage?" Why busy airports are here to stay.
Virgin's CEO reckons we're going to have to get used to busy airports, sorry, not sorry. Clive Palmer reckons he'll cap mortgage rates at 3% because he's a magician, Sri Lanka's economy is in crisis, and some people reckon the end of US Dollar dominance is nigh. Are they right? All this and more on this week's Comedian v Economist.27 April
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Will I ride in a self-driving car this year?
Today we’re talking about what promises to be one of the most revolutionary technologies of our lifetime... self-driving cars. We’ve all imagined it, and seen it in movies. A car that drives itself. Enter your destination, sit back, relax and enjoy the ride. No more traffic accidents, no more drunk drivers, no more searching for a parking spot… It sounds incredible. Today Alec and Sascha explore how possible that is - and go through some of the recent updates to this new technology.21 April
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Business Travel's Demise Could Have Far-reaching Consequences
Businesses are returning to the office, but around the world bosses are questioning if they need to return to the skies. Zoom meetings were an effective substitute while we were locked down, but many companies have adapted and now find them more efficient than the old-world, travel and meet in person alternative19th Nov, 2021
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Cars Are Going Electric. What Happens to the Used Batteries?
Lithium. It is on the forefront of every Australian investors mind. It brings together the oldest love of Australian retail investors - mining speccies - with the latest trend in the retail investor community - ESG and sustainability. The promise and potential of lithium-ion batteries is huge.8th Nov, 2021
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It's Not Sustainable: What America's Port Crisis Looks Like Up Close
We’ve heard it over and over again, global supply chains are a mess. Truck driver shortages in the UK have caused a petrol shortage. Backlogs of container ships are leading to product shortages on the shelves of US grocery stores.20th Oct, 2021
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Food Fraud and Counterfeit Cotton: The Detective Untangling Global Supply Chains
The nature of international commerce has led to incredibly complex supply chains. The cotton shirt that you buy from the local store may be made of cotton grown in India, blended with other cotton in Australia, spun into yarn in Vietnam, woven into cloth in Turkey and then sown and cut in Portugal.27th Sep, 2021