Benjamin Gordon is CEO @cambcapital and @BGSALLC. Investor in #logistics, #supplychain and #technology. Author @FortuneMagazine, @CNBC, @SCBrain, @dd_invest.

Palm Beach, FL
Joined October 2010
Exciting to see Triumph ($TFIN) achieving growth. CEO Aaron Graft highlights his North Star metrics, which include 38% growth in transportation revenue; factoring operating margins of 43%; payments EBITDA of 39%; and Intelligence gross margin above 85%. Rooting for their continued success! freightwaves.com/news/ceos-l…
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Benjamin Gordon retweeted
For me, this is the worst video from Oct 7. How the first little girl seemingly disappears in a cloud of her own tissue; how the second little girl cowers. What was she thinking in those final moments. It’s why I don’t forget the savagery.
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They just watched their daughter and sister be murdered.
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Ужасающие кадры, на которых две маленькие девочки бегут, спасая свои жизни, пока палестинец преследует их, словно добычу. Он выстрелил первой девочке в спину, когда она в отчаянии пыталась убежать. Вторая замерла, обернулась и умоляла его не убивать её. Он всё равно казнил её, не выказав ни малейшего колебания. Это то, что палестинцы из Газы сделали 7 октября. Никогда не забывайте.
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Big news in logistics M&A today! $CHRW is buying $RXO. This is the largest acquisition in @CHRobinson history. At $5.8 billion, it is transformative. The deal makes sense for lots of reasons. It gives CH Robinson a major scale advantage. It reflects a growing market interest in consolidation in logistics. It will be a catalyst for other logistics companies to make acquisitions. It showcases how larger companies have advantages in a post-Montgomery legal environment. And at 13x 2026 adjusted EBITDA (including synergies), it’s a reasonable valuation. This is good news for the freight brokerage sector. It shows that the market is investable, and that smart strategic companies are expecting continued recovery and growth. wsj.com/business/deals/c-h-r…
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Benjamin Gordon retweeted
Jesus, I've never seen an interview like this! 🤯 Watch the whole thing or at least read my notes: 1. Yaniv was sitting in Row 11, not Business Class. He heard a woman up front yelling “Stabbings!" (She didn't say who.) Yaniv immediately stands up to see what's going on. 2. Wife & daughters are sitting around him. Then the plane starts shaking. Plane rolls very sharply leftward and back to horizontal in a terrifying way. 3. It hits him that the commotion isn't a fight in Business Class, it's happening in the cockpit. 4. He yells “Buckle up!” and runs toward the cockpit. He's 6 feet away from the cockpit when the plane suddenly nosedives. 5. It felt like it nosedived for an eternity. (In reality about 30 seconds at 30,000ft/min, reaching speeds of about Mach 0.96. Those 30 seconds of nosediving cut the plane's altitude in half.) 6. “I was flying.” He was blown around upward, sideways, he was pressed against the floor extremely hard. (A 180lb man would effectively have 540lb of downward force on their body as the first nosedive leveled out.) 7. “I kept trying my hardest to get up off the ground. At some point, I was finally able to, when the plane leveled off a little.” He speculates that a system kicked in to automatically stabilize the plane. 8. He goes to the cockpit door and there's a crew member in a white shirt, who looks like he's also a pilot. He's grabbing the cockpit door with both hands, with his body leaning down. I didn't know if he was trying to open the door, or trying to hold the door closed! 9. “I get to him, I move him away, he doesn't resist. I open the cockpit door — it was a little difficult because the pilot was lying down on the floor behind it, the one who was attacked.” 10. “I went in. The terrorist was crouching with his knees on the instruments between the two pilots' seats. There was no one in the pilots' seats. He was hitting the instrument panel, trying to break the equipment.” 11. Yaniv yells “Come help!” to any other Israelis who are also in the aisle. He doesn't know how many there are because his back is to them. 12. Yaniv immediately grabs the terrorist by the throat and starts moving him away from the controls. The terrorist resisted, but Yaniv's struggle to get him out of the cockpit only took a few seconds. 13. A handful of men who'd already gotten up from their seats together with Yaniv were already standing in the aisle dividing up responsibilities among themselves. They take over subduing the terrorist. 14. Yaniv turns back to the cockpit controls. At this point, the plane isn't nosediving, but it's still angled downward. He looks out the windshield and sees ground in the distance. 14. He leans over the pilot's seat, grabs the yoke and pulls it upward. He feels the nose of the plane come up. 15. A few seconds later, a pilot (not an Israeli) comes up behind him and says “Release the controls, I'll take it.” 16. Yaniv wasn't sure whether the other pilot was trustworthy, but he said “ok” and let him sit down at the controls. He intended to supervise the new pilot. 17. Yaniv turns around and briefly helps the men who are dealing the terrorist blows to subdue him, since apparently the terrorist is still resisting. Eventually the terrorist stops resisting, he possibly gets knocked unconscious, and the men tie him up with headphone cables. 18. Yaniv also helps the men remove the wounded Indian pilot from the cockpit. Then he goes to close the cockpit door with himself and the replacement pilot inside. 19. At this point, a member of the flight crew arrives at the cockpit door and wants to come in. Yaniv asks the replacement pilot whether to let the crew member in. He says yes, he's with us. 20. The flight crew member comes in. He has a tablet with a map. Yaniv closes the cockpit door with the three of them inside. He latches it. 21. Now Yaniv is focused on checking that the replacement pilot and the crew member are acting properly to land the plane. He sees that the pilot is talking on the radio to ground control. It sounds good to Yaniv, even though he doesn't speak much English. Yaniv can tell he's reporting that there are injured people, that we're heading in a certain direction, and that he's requesting help. 22. Some of the other Israelis were assigned to guard the rest of the flight crew. At this point, they feared that the whole crew could be conspiring. This is why the entirety of the stressful incident was about 40 minutes long. They couldn't relax until they landed and the flight crew got off the plane. 23. When they landed, one of the Israelis on the plane bought eSIM cards with a data package for everyone. As soon as they get reception, he gets a bunch of messages with pictures of himself on international news. 24. The landing was an incredible celebration. Singing, what fun we were having. 25. Let's rewind. You wake up in the morning before getting on this flight. Did something prepare you for this engagement? Something in the army? Some instinct? “Well, in the army, I was working the closest to the fire in the kitchen. (I wasn't a cook, I'd, you know, get the food and divide it up.)” 26. Yaniv personally didn't feel scared to board the second FlyDubai flight they sent. What are the odds lightning would strike twice? “Even being in this situation once was like winning the lottery.” 27. Did FlyDubai offer some kind of compensation for the incident? Did they contact you at all? “Nothing.” 28. Will you fly again? “Fly again? Sure.” 29. When are you going back to work? “I want to on Sunday.” What an interview. Makes me proud to be Israeli.
Plumber by Trade, Army Cook by Duty: The Hero of Flight 1073 Reveals the Incredible Story of the Hijacking and Rescue
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יניב חיון הוא גיבור שהציל חיים רבים. הוא יכול לעזור גם לכם, אני ממליץ בחום!
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The greatest passenger mid flight rescue since Flight 93
25 years after 9/11 another terrorist tried to crash a plane filled with Israeli passengers. One pilot stabbed the other and tried to crash the plane. Look at the flight radar.
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Freight inflation is coming back with a vengeance. And as one logistics executive said to @WSJ, “Chaos increases prices.” If you are a Fortune 500 CSCO, a logistics company, a trucking provider, or a supply chain software company, you need a strategy. Inflation and volatility affects the entire industry.
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Who will be the winners in data center logistics? @Kuehne_Nagel just won a long-term contract to provide @Amazon with data center supply chain services. As Amazon tends to do when they award contracts to partners that are providing scarce capacity, they are also receiving options to buy K+N stock, so that as K+N benefits from Amazon, both parties gain additional upside. How will @GXOLogistics, DSV and other global giants respond? And will pure plays emerge focused on data center supply chain solutions? freightwaves.com/news/kuehne…
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Benjamin Gordon retweeted
Have you ever noticed we live in a country where a 95-year-old man can walk into a mud pit in Chicago, call his band The Fuckers, and start reciting “Enter Sandman” like he’s giving a TED Talk from the afterlife? William Shatner. Ninety-five. Riot Fest. Douglass Park. Thirty-five minutes. Spoken-word heavy metal. In the mud. With people cheering like this is normal. It is not normal. It is magnificent. He did “Crazy Train.” He did “Ace of Spades.” He did Metallica. Not sang them. Talked them. Like Captain Kirk got trapped in a guitar amp and decided to negotiate with Satan instead of the Klingons. Behind him: actual musicians. Marcus Nand. Phil Soussan. Grown men who have paid rent with real notes while a nonagenarian stands there going, “What the F is heavy metal?” and somehow makes it a question worth answering. Brian May is on the record. Tony Iommi is on the record. The album is called *What the F Is Heavy Metal?* which is the most honest title in music since someone first admitted most of it is just louder complaining. The crowd ate it up. Of course they did. We will watch a man old enough to remember radio as furniture stand in wet dirt and dare death to tap him on the shoulder. Death probably took one look, said “I’m not dealing with this today,” and went to find someone easier. You’re never too old to live out your dreams. That’s the line they always use. The real line is: most people quit the second it gets embarrassing. Shatner waited until embarrassing became the whole act, then sold tickets. Follow @wickedsmaahht before the rest of the timeline figures it out. #WilliamShatner #RiotFest #WhatTheFIsHeavyMetal #NeverTooOld #SpokenWordMetal #LiveLongAndGetLouder #CaptainKirkHasEnteredTheChat
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How does government regulation create opportunity in the supply chain world? While most owners dread increased government regulation, the reality is that changing laws lead to new opportunities. In the 1980s, syringes and blood vials washed up on shores in New York, New Jersey, and Connecticut. Around the same time, AIDS had entered the public lexicon, and public fears were increasing. Congress responded with The Medical Waste Tracking Act of 1988. The act forced hospitals and clinics to track medical waste from manufacturing to distribution to destruction. And it required waste processors to get licensed. While this added significant costs to the process, it also created a new industry. Small waste processors struggled with the new costs of compliance. But a consolidation emerged, led by @Stericycle_Inc, which would become the #1 provider in the medical waste sector. Stericycle would ultimate sell to @WasteManagement for $7 billion. Fast forward to today. California is debating regulation for the cold chain sector. On the surface, this could appear to be bad news for cold chain companies. But in reality, could it lay the foundation for a super-cycle in cold chain growth? Who will the winners be? fleetowner.com/refrigerated-…
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Are robots coming to automate warehousing? Absolutely. @mavenrobotics just raised $100M from RoboStrategy Advisors, LocalGlobe, Vine Ventures, and XTX Ventures. They are focused on "mixed palletizing," e.g. pallets comprised of goods from different factories or sources. And Hamza Derbas and the team draw on experience in electric vehicles and self-driving cars. Expect much more innovation in this field! techcrunch.com/2026/09/10/ma…
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