- Entry
- $73.44
- Now
- $79.63 +8.4%
- Target
- —
- Score
- —
I've been looking into Descartes for the past few weeks and from a value standpoint I am intrigued. They run a software program which connects shippers, carriers, freight brokers, and other customs authorities. The main reason I love the company is the moat I think they possess. The more carriers/shippers/brokers on the platform, the more valuable it is to everyone else on it — that's structurally different from a company just claiming "we're the market leader." Debt free balance sheet, …
— ORIGINAL POST ·
DSGX - Good or Bad Value?
· r/ValueInvesting
· Sep 9, 2026