I would not call the growth 'hyper growth'. it is a steady 20-30% growth but with a massive runway. The runway ahead of wisetech is the best part. Like you mentioned, some of the products are just so young. For example: customs. Customs can become as big as freight forwarding. Similarly, landslide logistics is not even completely ready yet. Then there is e-commerce.
Logistics guys don't accept change (IT systems) that quick so it is unfair to compare WiseTech with top7. During a downturn is when most logistics firms transform their IT systems. WiseTech is a beauty and we should sip a beer and watch it grow.
thoughts, page-3
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