Priya Sharma

Priya Sharma developed expertise in supply chain analysis through her career in logistics operations before transitioning to investment research. After studying Industrial Engineering at University of Texas, Priya spent a decade in logistics—first at UPS, then managing supply chain operations for a Fortune 500 retailer. This operational experience taught her the complexity of moving goods globally, from international shipping to last-mile delivery. Priya earned her MBA from Kellogg and joined a transportation and logistics-focused investment firm. She excels at analyzing freight carriers (trucking, rail, air, ocean), third-party logistics providers, and the software platforms enabling supply chain visibility. Priya understands freight economics—utilization rates, pricing power, operating ratios—and the cyclical dynamics of transportation markets. She was early to recognize pandemic-driven supply chain disruptions would create both winners and losers and correctly predicted which logistics companies had sustainable competitive advantages. Her analysis examines everything from truckload capacity to warehouse automation to last-mile delivery economics. Priya also tracks how e-commerce growth transforms logistics requirements. Based in Dallas, she's positioned in a major logistics hub while analyzing the infrastructure moving goods globally.