Value, growth at reasonable price, small-cap, long-term horizon

Forward Air Corporation: A Lean, Profitable And Obscure Enterprise

Forward Air Corporation

Often times there are excellent businesses operating in industries that are either difficult to understand, obscure or unattractive. Sometimes good investments can be found in these regions precisely because of these factors as many investors don't take time to understand specific businesses or they simply don't know they exist. For whatever reason, certain industries are often overlooked and when this happens - value can often be found. One such industry in my opinion is freight logistics - including freight consolidation and freight forwarding.

Even though the big names including UPS and Fedex (NYSE:FDX) are known worldwide - the logistics universe is much more nuanced and is home not only to highly efficient but prosperous operators...

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