Anyone here looking at this and wanting to tie it into broader market trends should read the following: https://www.freightwaves.com/news/freight-brokerage-bub

Anyone here looking at this and wanting to tie it into broader market trends should read the following: https://www.freightwaves.com/news/freight-brokerage-bubble-bursting-as-freight-markets-face-long-winter https://www.freightwaves.com/news/freight-brokerage-bubble-b... Great deep dive into how drastically the freight market has shifted the last 12 months and the likelihood that Convoy will be the first of many more to fall in coming months. Fascinating explainer of a market I didn’t know much about, especially the terms (covenants) laid out by banks that float the money on shipping accounts receivables.