Some fresh ideas we’ve been working on...

Jonathan Blum Jonathan Blum

AI Innovates Less Than You Think: C3.AI (AI)

Government data indicates that artificial intelligence has yet to harness efficiencies economy-wide. And if the history of disruptive digital technologies is any indication, that is not likely to change any time soon.

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Jonathan Blum Jonathan Blum

Charged With Possibility: Umicore (UMI)

It took an exhausting trip to Nepal to realize that corruption has become as critical to the global supply chain as capital and labor. How companies manage graft will absolutely affect the sourcing of the minerals needed for the batteries for electric vehicles.

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Jonathan Blum Jonathan Blum

Flying High: Air Transport Services Group (ATSG)

Last month Amazon opened its global supply chain to anyone with $39.99 a month. It will offer unprecedented low-cost access to complex logistics, like containers. Air freight giants will face headwinds.

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