Daily Ideas·Analysis·N-A·2026年2月18日

The Mid-Market Middleman: Why Logistics and Finance Intermediaries Are Getting Crushed

Jason Branin
Substack

Mid-market intermediaries in logistics and finance are being squeezed by both large-scale incumbents and agile, tech-driven startups. These middlemen, who have traditionally thrived on market inefficiencies and information asymmetry, are now facing a crisis of relevance. To survive, they must either specialize in a niche market, adopt technology to add value, or pivot to a new business model entirely.

Automatically collect high-quality investment opinions from across the web daily

Over 50+ high-quality investment ideas await you every day

Investment insights from 15+ platforms like Substack, Seeking Alpha, X/Twitter, with AI-powered summaries, categorized by industry. Register for free to access all features.