The $100 Billion Warehouse Automation Opportunity

In American supermarkets, all you see are choices. An entire aisle dedicated to salad dressings? Yes please. For most people, fresh salad greens are a luxury. Sustenance farming has neither time nor money to spare for a leafy greens diet. Choice has become synonymous with prosperity, but it actually makes life more difficult. Nowhere is the paradox of choice more obvious than the global universe of investable stocks which offers up 3,000 names for retail investors to consider. What ends up happening to many newbie investors is they’ll latch onto a stock being pumped by a legion of followers who spend all their waking hours finding bullish signals in everything they get their hands on. These echo chambers are dangerous because they suggest that a single stock will pave the way to wealth. It won’t.

To evaluate stocks effectively you’ll need to have an objective approach that doesn’t allow great stories to distract from problems in a business. We refer to fundamental problems that can’t be overlooked as “showstoppers.” Once you’ve stumbled upon a sufficiently large problem, nothing else about the company’s prospects will allow you to overlook it, no matter how great the opportunity sounds. And when it comes to warehouse automation, the opportunity seems massive.

The Warehouse Automation Opportunity

Sometimes we’ll throw around a fact so much we’ll forget where it came from. Warehouse automation is a $100 billion opportunity we often say, one that’s barely been penetrated. That number is suspiciously round, so we’d like to validate it against the opinions of others. Looking past all the dart-throwing you see from offshore research houses, an expert in logistical information,

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