“The biggest investment opportunity of our lifetime”
— Brian Aoaeh, ReFashiond Venture Partners, March 18, 20211
Pandemic Ignites $149 Billion Tech Spending Frenzy For Tiny Company’s Technology
Editorial Feature | Sept 6, 2021 | Tech
– GE Appliances
Jeff Bezos is all in.
So are Jerry Yang and Marc Andreessen.
They are three of the most successful tech visionaries in history, the inventors of platforms that changed the course of history:
- Andreessen invented Netscape, the world’s first “point and click” internet browser in 1994…and revolutionized the way the world shares information.
- The same year Yang launched Yahoo, the first web directory internet portal…and changed the way we find information.
- A year later Bezos launched Amazon…and changed the way the world shops.
Their vision ignited the tech boom of the mid-1990s and created billions of dollars in shareholder wealth.
Now They’re Revolutionizing Another Industry
All three are backing innovative young companies that are tackling one of the biggest problems in the global economy.2
A problem that is as old as civilization itself, and as recent as right now.
It has plagued leaders in every era, every country, and every business in every industry.
It has lost wars, toppled empires, bankrupted companies, and been an aggravation to everyday people just trying to go about their everyday lives.
Before the pandemic, no one except process wonks paid much attention to solving it. And frankly, the C-suite never paid much attention to what they said – unless it was about how to cut costs.
But then the pandemic hit.
Companies watched in horror as $4 trillion evaporated under the weight of the pandemic.3
CHAOS ERUPTED ALL ALONG THE SUPPLY CHAIN, from raw materials to manufacturing to warehousing and distribution.
It was a hard truth for CEOs.
Their “just in time” models don’t work anymore.
Now supply chain resilience is the number one priority of CEOs and corporate boards across every industry.
It’s also the number one target for venture investors who know that companies will now spend whatever it takes to pandemic-proof their operations.
The Last Analog Holdout In A New Digital World
More than anything, crisis-proofing trade supply lines means going digital.
Shockingly, the industry is so far behind that:
- Half of America’s largest importers are still using Excel spreadsheets to manage their complex supply chains.4
- Even more surprising, over 70% of all supply chain managers are also still relying on Excel spreadsheets to track operations, according to research from the Institute of Business Forecasting & Planning.5
Jolted into action by the disastrous effects of the pandemic, they’re finally embarking on a massive migration to the 21st century.
And it’s creating the most exciting investment opportunities since the cloud computing revolution. Or the smartphone revolution before it.
The entire $149 billion ecosystem of supply chain management (SCM) is being transformed at once.6
$149 Billion Digital Transition at Lightning Speed
A recent study by McKinsey & Company found that SCM has the lowest level of digital technologies of any business operation.7
The same study also finds that companies are now accelerating their digital supply chain transition “by a shocking seven years.”8
Tech productivity expert Erik Brynjolfsson, director of Stanford University’s Digital Economy Lab, sees it happening even faster. He says:
Billions of dollars are being spent on digital supply chain technologies in what could be the fastest industry transition in history.
Private Equity and Venture Funds Signal Now is the Time For Investors to Go All In
All that new money is creating what Brian Aoaeh, founder of ReFashiond Venture Partners calls:
In fact, the space is getting so hot that investment analytics firm CB Insights reports that:
18 OF THE WORLD’S TOP 25 BEST-PERFORMING VC INVESTORS IN THE WORLD ARE PUTTING THEIR MONEY IN DIGITAL SUPPLY CHAIN TECHNOLOGY COMPANIES.11
Over just a few weeks in April, May, and June, there were four multi-billion dollar deals:
- In April, digital platform and robotics developer AutoStore closed
a $2.8 billion funding deal with tech conglomerate SoftBank. This follows a $1.88 billion equity deal with private equity firm Thomas H Lee Partners.12
- In May, SCM platform developer E2open Parent Holdings bought logistics management tech company BluJay Solutions in a cash and stock deal valued at $1.7 billion.13
- In June, project44 closed a $200 million funding round led by Goldman Sachs, doubling the seven year old company’s valuation to $1.2 billion.14
- A few weeks later, supply chain software developer QAD was bought by $78 billion private equity firm Thoma Bravo in an all-cash $2 billion deal.15
Of course, most deals like these aren’t available to retail investors.
But that doesn’t mean you’re locked out of what could be the biggest profit
opportunity of your lifetime.
Stocks To Give Retail Investors a Shot at Private Equity-like Mega-profits
A HANDFUL OF SMALLER, UNDER-THE-RADAR COMPANIES ARE ALSO DEVELOPING AND DEPLOYING ADVANCED SCM TECHNOLOGIES.
And their stocks are beginning to take off, soaring way past Nasdaq and S&P 500 returns.
Savvy investors who are following where private equity and venture funds are putting their money are beating the market by 200% and 300%.
It’s just starting. In the past three months, supply chain tech companies have bolted:
- WESCO International (WCC) is up 17%, nearly double the S&P 500
- ExlService Holdings (EXLS) is up 25%, nearly triple the S&P
- Kinaxis Inc (KXSCF) is up 26%, also nearly triple the S&P
- Descartes Systems (DSGX) is up 29%, another triple-gainer
That’s an average return of 24.25% in three months, an annualized rate of 97% in 12 months.
That’s a better return than any of the current tech darlings like DocuSign, Shopify, Square, Workhorse, or any other.
Those stocks have had good runs. But they’ve been over-publicized, over-bought, and overvalued.
But There’s One Company That Hardly Any Investors Have Discovered Yet
In fact, hardly anyone outside of the supply chain management industry’s leaders have even heard of the company.
Its intuitive command system platform and deep management team make it a prime target for the flood of money VCs are pouring into the industry.
It’s still flying under the radar of venture funds and tech investors like Jeff Bezos or Marc Andreessen to look at.
But it won’t be long before it hits their radar.
Or yours. Because even though you’ve probably never heard its name, there’s a good chance you’ve been affected by its technologies.
The TrackX Intuitive Command System “Changes Everything”
Even though TrackX Holdings (TSX.V:TKX | OTC:TKXHFTSX.V:TKX| OTC:TKXHF) is not a Goliath-sized company, it’s the indisputable David of the SCM solutions industry.
The company’s roster of enterprise clients includes some of the largest companies with some of the most complex supply chains in the world, including:
- GE Appliances, whose products are in half of all American homes
- Carvana, the online auto dealer that soared to a market value of $64 billion and catapulted onto the Fortune 500 in only eight years
- Tyson Foods, the world’s second largest meat processor
- Pepsico, whose products are enjoyed by consumers more than one billion times a day in more than 200 countries
- Plus DHL, Anheuser-Busch, Polaris, and the US Patent and Trade Office, among others
Why would those multi-billion companies choose a tech developer so small that it still trades as an over-the-counter stock?
LET TRACKX’S CLIENT TELL YOU:
GE Appliance’s VP Logistics says:
What those and other TrackX clients are so excited about is the company’s innovative fusion of artificial intelligence (AI) and smart sensors into a nearly-automatous, end-to- end supply chain control system.
But as advanced as the TrackX digital platform is, there’s something even more important.
And that something is vision.
The same kind of vision that allowed Bezos, Yang, and Andreessen to create exactly the innovations that would propel the future.
For TrackX, it’s the vision to see the radical shifts now underway in global trade networks, and how to build systems that will help companies navigate in this new, more complex, and increasingly disruption-prone environment.
And to develop the most cutting-edge digital supply chain control systems on the market today.
The Tesla of Supply Chain Management Systems
Tesla is a pioneer in the digital transformation of the auto industry. Likewise, TrackX is pioneering the digital transformation of the supply chain with the same technologies as Tesla.
Both are built on artificial intelligence and big data.
Both rely on deep learning technologies that interpret real time data of all kinds from sensors to inform instantaneous decisions about what to do next.
This approach is far more sophisticated than other SCM platforms that rely on synthetic data to create predictive systems.
It’s the vision to see the complete end-to-end architecture that underlies a supply chain, and to zoom in to pinpoint its stress points.
And then design to systems that give companies a “God’s view” of the entire end-to-end network.
To build that kind of intuitive command system requires more than the typical “techies” who launch digital startups. Most are tech specialists and industry generalists, applying their skills to whichever industry is in need.
There’s nothing wrong with those companies. But their tech expertise can’t make up for their lack of insight into the very complex systems of supply chain management.
And this is where TrackX excels.
TrackX is Revolutionizing the Supply Chain – From “Just in Time” to “Just in Case”
Over the past 60 years, supply chains have been optimized to within an inch of their life.
Its chief focus is to cut costs to the bone. That’s achieved by granting high-volume contracts to single suppliers and using high-capacity transport and warehousing to maximize economies of scale.
It’s called just-in-time supply chain management, and its how:
- Toyota conquered the American auto industry
- Dell became the second largest PC seller
- McDonald’s grew from small town diner to a $175 billion empire
Just in time worked extremely well in a world of open bord =ers, friendly trade relations, labor pools of skilled and cheap workers, and few disruptions.
But that’s not the world we live in today. A fact made all too clear in 2020.
A massive winter storm in Texas…the six-day blockage of the Suez Canal…the six-day shutdown of the Colonial gas pipeline — and the biggest global disruption of the modern-age, the COVID-19 pandemic.
IT’S NO WONDER THE INTERCONNECTED WEB OF SUPPLY LINES CIRCLING THE GLOBE CAME OUT OF 2020 BRUISED, BUCKLED, AND BROKEN.
Now companies know they have to change.
Because it’s not a “just in time” world anymore. It’s a “just in case” world.
The level of sophistication makes the TrackX suite of cloud-based platforms among the most advanced in the world.
TrackX is one of the world’s ONLY fully scalable, integratible supply chain management solutions
The TrackX technology portfolio includes cloud-based platforms to:
- Locate, track, monitor, and report on assets all along the supply chain
- Integrate with suppliers to ensure seamless flow, including sub-suppliers that until now have been invisible
- Monitor temperature, weight, and contents of reusable food containers throughout the agriculture and grocery supply chain
- Analyze data to provide intelligence on operational metrics, process effectiveness, product quality, and other efficiency metrics
- Track and trace ESG metrics including product origin, product contents, chain of custody, and carbon footprint
- Monitor and record crucial regulatory compliance data on product origin, authenticity, and sustainability
THE TRACKX PRODUCT SUITE INCLUDES:
TrackX Control Tower, a business intelligence platform that will help customers become more responsive and resilient to disruption. Control Tower is a web platform that aggregates and analyzes supply chain data across the enterprise and beyond. By trusting TrackX with their critical data, customers can reach a whole new level of business process automation with greater responsiveness, flexibility, and adaptability.
TrackX Verify, a data distribution and analytics hub that allows customers to safely and securely share data across their partner ecosystem. Customers can achieve high transparency, trust and partner collaboration.
TrackX ESG, a unique solution that streamlines the typically resource- intensive task of collecting, analyzing and reporting ESG progress to regulators, customers, consumers and investors. Customers are able to report more completely and accurately, at a fraction of the time and cost.
The TrackX system makes supply chains more socially responsible... sustainable... resilient... efficient... and transparent.
From mid-size regional operations to supply chains that span the globe, TrackX can support any enterprise with scalable solutions that integrate with a customer’s existing backend systems.
TrackX’s RFID sensor technology provides managers with information all the way down to individual SKU-level tracking to uniquely identify every unit along the supply chain.
Not only does this automation drive down costs, this allows consumers unprecedented access to critical questions they have.
“Where is my purchase, was it ethically sourced, has it been tampered with, is it being stored properly, is it authentic, was it made with quality parts or organic ingredients?”
And those answers come in real time – no waiting for a call back, email, a transport flight to land, or a container to come ashore.
Add up all these powerful benefits and it becomes clear why…
TrackX Was named One of TSX Venture Top 50
TrackX has achieved a long record of accolades from tech leaders, including being one of tech exec Brian Gentile’s two top AI and big data tech disruptors.
Gentile, who is CEO of automation technology developer Folloz and tech advisor to private equity company KKR (Kohlberg Kravis & Roberts), writes that:
Publisher WallStreet & Technology writes that:
On top of that, TrackX was named to the 2019 TSX Venture Top 50, a ranking of the best-performing companies on the venture exchange.
In the 12 months from March 2020 through March 2021 TrackX (TSX.V:TKX | OTC:TKXHFTSX.V:TKX| OTC:TKXHF) share price soared 908%.
Investors took profits, which is natural for investors and healthy for stocks, and TrackX stock fell back by 50%, and has traded in that range for about three months.
TrackX still trades at a price well below its peers.
But it won’t for long. As more news is generated and word gets out, expect investors to discover this tech innovator that is bringing the digital revolution to supply chain management.
2https://projectfba.com/amazon-supply-chain/ ; https://www.flieber.com/about-us/ ; https://a16z.com/2020/09/24/investing-in-silo/
6$94B in 2019 @ 16.7% CAGR = $149B in 2022 https://www.businesswire.com/news/home/20181113005054/en/Worldwide-Spending-on-Digital-Transformation-Will-Be-Nearly-2-Trillion-in-2022-as-Organizations-Commit-to-DX-According-to-a-New-IDC-Spending-Guide
12https://www.cnbc.com/2021/04/06/softbank-invests-2point8-billion-in-norwegian-robotics-firm-autostore.html ; https://nordic9.com/news/autostore-was-acquired-by-private-equity-company-thomas-h-lee-partners-news8447037302/
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