Ben Mohr

About Ben Mohr

I am thrilled to lead Transportation Equipment & Shipping coverage in sell-side equity research at Citigroup- Locomotive Manufacturing & Servicing: Wabtec (WAB)- River/Coastal Barge Operator & Power Generator Manufacturing/Distribution/Servicing: Kirby (KEX)- Truck Leasing & Supply Chain Management/Dedicated Trucking: Ryder (R)- Railcar & Aircraft Engine Leasing: GATX (GATX).I also cover the fascinating sector that is Transportation- Freight Railroads: Union Pacific (UNP), CSX (CSX), Norfolk Southern (NSC), Canadian National (CNI), Canadian Pacific (CP)- Airfreight/Parcels: United Parcel Service (UPS), FedEx (FDX)- Truckload/Intermodal: JB Hunt (JBHT), Knight-Swift (KNX), Werner (WERN), Schneider (SNDR)- Less-than-Truckload: Old Dominion (ODFL), Saia (SAIA), XPO (XPO), TFI International (TFII), ArcBest (ARCB)- Logistics (Freight Brokerage, Warehousing): CH Robinson (CHRW), RXO (RXO), GXO (GXO).These companies are involved in moving the essential goods that drive the U.S. and world economies, including foods & beverages; consumer products such as electronics, apparel, and furniture; autos & auto parts; grains; energy; metals; chemicals; forest products such as lumber and paper; and highly time-sensitive packages & documents.At Citigroup, my team ranked #1 in stock picks by Bloomberg. Before joining Citigroup, I covered transportation and shipping at Deutsche Bank, where my team ranked #1 in broker votes and #2 (on track to #1) in the shipping category and #3 (on track to #2) in the transportation category of the annual Institutional Investor survey. Prior to that, I covered transportation at Credit Suisse, where my team ranked #1 in stock picks by Bloomberg. Previously, I spent 12 years on the buy-side and started my career in investment banking at Jefferies. I hold an MBA in finance & accounting from the University of Chicago and a BS in economics from Caltech. I am a CFA charterholder. Born in Vancouver, Canada, and raised in Los Angeles, I live in Manhattan with my wife and son.

Experience

1. Equity Research Analyst, Transportation, Transportation Equipment & Shipping

   Citi

   Jul 2024 — Present · New York, NY, US

   Team ranked #1 on Wall Street over past year for accuracy of stock picks among 32 firms according to Bloomberg- Cover 23 names. 3 transports equipment: WAB, R, GATX. 1 shipping/power generation: KEX. 5 rails: UNP, CSX, NSC, CNI, CP. 2 airfreight/parcels: UPS, FDX. 4 truckload/intermodal: JBHT, KNX, WERN, SNDR. 5 less-than-truckload: ODFL, SAIA, XPO, TFII, ARCB. 3 logistics: CHRW, RXO, GXO- Lead Analyst covering Transportation Equipment & Shipping: WAB, R, GATX, and KEX- Experience with identifying idiosyncratic, compounding opportunities over cyclical plays; assessing real-time supply/demand trends; understanding where we are in broader cycle- Deep knowledge of sub-sectors, key players in ecosystem, relative service rankings- Thought-leader responsible for generating differentiated investment ideas, advising clients, authoring research reports, and building/forecasting all models.

Education

• Caltech

  Bachelor of Science, Economics

• The University of Chicago Booth School of Business

  Master of Business Administration, Finance & Accounting