i think wtc hyper growth is not near reaching momentum yet as many large freight forwarder are not fully implemented and as the journey continues we will see the penetration effects
cargo wise is undisputed leader in this area now - if you look at their clients you will know that wtc has 70-80%+ world traffic data. that's possibly most valuable pieces. at this size of biz, this level of client base. wtc has made the entry to logistic software industry incredible difficult
wtc demonstrated already its performance do not necessary dependent on those large forwarders growth.
many product modules are at very early stage - cdz/ land transport/ warehouse storage - opportunity is endless
think of Magnificent Seven - wtc has the same quality but only at the early growth stage
still thinking wtc is too expensive? sell it then and buy something else and feel regret of what you have done after a few years...
WTC Price at posting:
$94.43 Sentiment: Buy Disclosure: Held
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