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FreightWaves CEO Craig Fuller - why pricing data businesses trade at 30x EBIT despite 4% growth

EPISODE · Dec 23, 2025 · 51 MIN

FreightWaves CEO Craig Fuller - why pricing data businesses trade at 30x EBIT despite 4% growth

from Summation (formerly World of DaaS) · host Word of DaaS with Auren Hoffman

Craig Fuller is the founder and CEO of FreightWaves, a freight media company, and SONAR, a supply chain data platform. He’s also the founder of Firecrown, which owns more than 50 publications across aviation, marine, and supply chain sectors, and he recently released his first book, Moving the World: How the Supply Chain’s Evolution Affects Us All. In this episode of World of DaaS, Craig and Auren discuss:How FreightWaves predicted the 2022 freight recessionWhy pricing data businesses trade at 30x EBITBuilding negative CAC through media acquisitionsThe four-year industry experience rule for freight startupsLooking for more tech, data and venture capital intel? Head to worldofdaas.com for our podcast, newsletter and events, and follow us on X @worldofdaas.You can find Auren Hoffman on X at @auren and Craig Fuller on X at @FreightAlley.Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

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FreightWaves CEO Craig Fuller - why pricing data businesses trade at 30x EBIT despite 4% growth

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