Very interesting company and insightful analyses. Thank you.
Can you share your perspective on the market structure? In particular, I am wondering why the innight service offered by DHL or FedEx would not be able to compete LDB away. Isnt route density, and thus scale, crucial? Thank you for the additional color.
Thanks for the great write-up. Would like to get your thoughts on the valuation - for a micro cap of this growth profile, would you think the 9-10x EBIT multiple not offer sufficient margin of safety?
Hi. I have a technical question. I would like to buy lindbergh on IBKR, but it shows that order quantity should be a multiple of board lot. It does not work even if i want 100 shares. Do you you something about it? Thanks
Very interesting company and insightful analyses. Thank you.
Can you share your perspective on the market structure? In particular, I am wondering why the innight service offered by DHL or FedEx would not be able to compete LDB away. Isnt route density, and thus scale, crucial? Thank you for the additional color.
Great write-up, really liked reading it.
I was wondering if you have any insight into competitors and what makes this company really unique. I.e. what is their competitive advantage?
With nothing comparable you mean the technology platform of Lindbergh? Am curious how much that is really valued by employees of customer companies.
By the way, do you have any idea why inventory is so low? Would expect it to be higher when they serve spare parts, etc.
Thanks for the great write-up. Would like to get your thoughts on the valuation - for a micro cap of this growth profile, would you think the 9-10x EBIT multiple not offer sufficient margin of safety?
Hi. Do you have some info why the skin in the game is not direct, but through the companies? Thanks
Hi. I have a technical question. I would like to buy lindbergh on IBKR, but it shows that order quantity should be a multiple of board lot. It does not work even if i want 100 shares. Do you you something about it? Thanks