Transportation / Logistics Industry Consulting

Class 1 rails on west and east should merge to create trans-continental rail networks PUBLISHED SOURCE March 21, 2016 Journal of Commerce SJ made a case for such mergers among the 4 Class 1 railroads as being of greater value than CP’s attempt to merge with NSC under Hunter Harrison

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INDUSTRY INTRODUCTION July 29, 2025 Union Pacific and Norfolk Southern press release

UNP and NSC announced an agreement to create America's first transcontinental railroad

SJC FORESIGHT: 9 years, 3 months

FedEx will enhance shareholder value by spinning off Freight PUBLISHED SOURCE November 3, 2021 Journal of Commerce SJ predicted in an open letter to Fred Smith that he should spin-off Freight for huge shareholder value creation

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INDUSTRY INTRODUCTION June 25, 2024 FedEx Q4, FY 2024 earnings release

FedEx mgmt. and BOD are conducting an assessment of the role of Freight in company’s portfolio structure and potential steps to further unlock sustainable shareholder value.

SJC FORESIGHT: 2 years, 8 months

Digital brokers unable to disrupt traditional brokers PUBLISHED SOURCE January 2, 2020 Journal of Commerce SJ predicted that it will take more than being digital to disrupt the brokerage industry

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INDUSTRY INTRODUCTION October 19, 2023 Journal of Commerce

Convoy (digital broker) says it will shut down operations, sell off technology amid market downturn

SJC FORESIGHT: 2 Years, 9 Months

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Satish, You did amazing yesterday at the Supply Chain Summit!! Thank you very much for kicking things off and such a great contribution to the day. Your level of expertise was on another level and we've gotten excellent feedback already from your session. Thanks!

Matt Wagner, Chief Sales & Marketing Officer, Jarrett Logistics

Satish: You were right and I was wrong that Teamster's will not settle with UPS without a strike. Thank you for everything you do for the industry, or as you put it "your industry". I always look forward to speaking with you because I learn something new each time.

President of a regional LTL carrier

Satish: Enclosed is my check for a lost bet regarding the UPS strike. When it looked like you might lose the bet, you wrote a letter that convinced the union it would be in their best interest not to strike. You will do anything to win a bet.

President of another regional LTL carrier

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Strategic Solutions in the Transportation & Logistics Industry

FedEx Dataworks: A gem in the right hands

Shifting fortunes in parcel delivery continue to redraw the landscape

JOC Rankings: US LTL sector defies soft demand, regain traction

US Postal Service belongs under executive branch

FedEx, UPS lose parcel market share to big retailers, small couriers

FedEx and UPS face declining Addressable Market

How the LTL market could evolve as the FedEx Freight spinoff plays out

SMx views make headlines on news about Trump's plans for USPS

Satish, You did amazing yesterday at the Supply Chain Summit!! Thank you very much for kicking things off and such a great contribution to the day. Your level of expertise was on another level and we’ve gotten excellent feedback already from your session. Thanks!

Satish: You were right and I was wrong that Teamster’s will not settle with UPS without a strike. Thank you for everything you do for the industry, or as you put it “your industry”. I always look forward to speaking with you because I learn something new each time.

Satish: Enclosed is my check for a lost bet regarding the UPS strike. When it looked like you might lose the bet, you wrote a letter that convinced the union it would be in their best interest not to strike. You will do anything to win a bet.