LOGISTICS BUSINESS

INVESTMENT
STRATEGIES

Investment strategies available for Road and water modes of

transport
Presented by:
Isaac Owusu

Lecturer,

Programme Manager, Logistics and Supply Chain Management

Pentecost University College

 There is business opportunity for
everybody in the Transport industry no
matter their financial status
 Business investment opportunities
available in the Logistics/Transport
industry ranges from low start – up capital
to capital intensive businesses.
 From a transport broker to a
carrier (a shipping line).
 From a car wash business to a car
Manufacturing/Assembling plant.
it is pretty much cheaper to start a car
wash business and it is very expensive to
set – up a car manufacturing /
assembling plant
Investment - In general, to invest is to
allocate money (or other resources, such as time,
energy) to undertake an activity with the
expectation of getting some benefit in the future

Strategy - An elaborate and systematic

plan of action designed to achieve a long-term or
overall aim
Strategy is important because the
resources available to achieve these goals
are usually limited.

A strategy describes how the ends (goals) will be

achieved by the means (resources).
Strategy generally involves:
setting goals,

determining actions to achieve the goals,

mobilizing resources to execute the actions.

Investment Strategy: An investment strategy
is an investor's plan of action to guide their investment
decisions based on individual goals, risk tolerance and
future needs for capital.

The components of most investment strategies include

asset allocation and risk guidelines (Investopedia, 2018)
Car wash

Courier Services (Fast, door to door, local or

international, pickup and delivery service for high-
value goods or urgently required documents.)
Haulage - the business of transporting goods by road
or rail.
Car hire/Car Rental service
Kids Taxi Service: The business of helping
people convey their children to and from
school.
Driving School

Taxi/Cab services

Food Truck Business

Intra State Bus Shuttle Services

Car Advertising Business

Dump Truck Business / Waste Disposal

Services
Stock taking

Warehousing/storage and distribution

services
customs brokerage and freight
forwarding
Breaking bulk

Labeling, packing, repacking and

repackaging
Storage, maintenance and repairs of
empty containers
 A company’s competitive strategy defines, relative to the competition, the

set of customer needs it intends to satisfy through its products or

services(Chopra and Meindl, 2015)

 A company’s competitive priorities may include:

 Speed (delivery speed/Lead times)

 cost,

 reliability,

 Convenience/Flexibility,

 variety,
7 Critical Factors for
Achieving Success in
Business
 1. Great Strategic Ideas

• Business is “ideas for sale.”

– Open an idea bank account today.
– Develop creative solutions to new/existing needs.
– You don’t need money to think

• Choose something you love

• Be Strategic. Spot opportunities early
2. Fine tune your Strategic
Business/investment idea
• Brood Over it
• Research into its viability
• Check the environment
• Expose it to the right people
• Identify enabling technologies
• Fine tuning = differentiation
 So what exactly is
Ama’s business idea?
 3. Think Big…
But Start Small & Grow
• Be willing to start small and grow
• Don’t wait for the perfect conditions
• Think Globally, but act locally.

• Grow everyday by improving your

product/service & adding value.
– Packaging, specials, after-sales service, brochures/manuals & Exceptional
customer service, etc.

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4. A Clear Business Plan/Vision
– Clear, written & sold-out business plan.
• Examine every angle of the business
• Connect every decision to big picture
• Measure every result against the plan

– Maintain a long term perspective

• Impatience & shifting cultivation won’t help
• Start-up experiences (Short distance dispatch, intra
metropolis dispatch, intra city delivery)
 Analyse the Gap…
GROWTH

Planned

Actual

2018 2019 2020 2021 2022 2023 TIME

4. The Right Team

• You can’t achieve it by yourself.

– Build a team to grow the vision
– Systematic recruitment
– Culture of continuous improvement
– Leadership by example
Is this the Right Team?
• Insist on the right Work Culture, Ethics &
Attitudes
• You cannot build a world-class business if
there is laziness, fraud, arrogance or internal
strife.
5. Capacity For Service Delivery
– Continually upgrade skills & knowledge
• Car wash to Car Rentals

– Develop Specialised Knowledge

– Research into global trends
– Efficient systems & communication, IT etc.
– New technology & skills
 6. Mobilize & Manage
Financial Resources
• Invest your small seed first

• Know the numbers (illiteracy kills)

– Understand the financial implications of every
decision and action you take.

• Self-discipline (Stick to budgets).

• Don’t spend to impress anyone.
 7. Be passionate about the Customer

• Success in business starts and ends with

the customer.

• Pay close attention to delighting them and

you will stay in business for a long time.
SO WHAT DO YOU SEE?
A Cat or a Lion?
 REFERENCES

• Chopra, S. and P. Meindl, Supply Chain Management, Strategy,

Planning & Operation, (6th edition), 2015, Prentice-Hall

• Investopedia (2018),'Investment Strategy', [online] (Available at:

https://www.investopedia.com/terms/i/investmentstrategy.asp#ix
zz573FmyQwl)

• Wikipedia, the free encyclopedia

THANK YOU