Logistics, as an industry, is ripe for disintermediation and the big players (the FedEx's for example) want to keep their share. But its a massive market with many many small players (just like retail).
It is also a nascent market. Will YOJ be one of the ultimate winners? Depends if they are building the rights things or not.
YOJ gave you the 3 Ps (Procurement, Processing and Provenance) they are focused on building a solution around.
They still have lots of work to do and Prior Preparation Prevent (Piss) Poor Performance ... the 5 (or 6) Ps needed to have a chance of being .
Decide if YOJ are "Properly Prepared" for battle to become the disruptor ... if so they win big (as small fish get eaten by the big tech fish who will pay a premium) and shareholders should also profit .... in time!
YOJ Price at posting:
19.5¢ Sentiment: Buy Disclosure: Held
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