Harrison Bauer

About Harrison Bauer

After more than four years covering the freight and logistics sector I\'ve been promoted to Equity Analyst, assuming coverage across 27 companies spanning freight transportation, logistics, and rail equipment building upon my recent initiation on Ryder as a junior analyst.During my time at Susquehanna, I developed deep industry expertise in freight transportation, logistics, and equipment, while broadening my knowledge across consumer staples, energy, automotive, and diversified industrial end-markets. This perspective—spanning both the supply chain backbone and its key demand drivers—allows me to analyze companies through a multi-dimensional lens.Our team is well regarded for leveraging high-frequency data and proprietary industry databases to form differentiated top-down views. I complement that with a rigorous bottoms-up approach: building detailed financial models grounded in accounting, unit economics, KPI forecasting, and cycle-aware valuation frameworks. This combination has helped me identify inflection points, stress-test assumptions, and generate high-conviction investment ideas.Beyond technical skills, I have built strong professional relationships with management teams, industry experts, and buy-side investors, allowing me to gather insights that sharpen analysis and support differentiated calls. I thrive at the intersection of data-driven research, deep industry work, and relationship-building that makes equity research impactful.Looking ahead, my goal is to continue sharpening as a fundamental investor—expanding my industrials coverage, refining my process, and contributing to high-touch, idea-driven research teams. I’m particularly interested in how evolving supply chains, energy transitions, and capital cycles create both risks and compounding opportunities across industrial end-markets.Outside of work, I am addicted to continuous learning—whether through classic investment literature, history, or economic philosophy. I am avid podcast listener where I like to extend my industrial public equities background and deepen my knowledge in other asset classes, other industries (mainly AI value chain), or political commentary. I am constantly motivated by tackling complex questions and collaborating with other driven peers to understand more about the world.I also enjoy playing/watching a variety of sports from where I gain my competitive edge I can apply to investing. As a graduate of Michigan’s Ross School of Business, I am a devout University of Michigan fan, so you can find me at the Big House at least once per year. Go Blue!

Experience

1. Equity Analyst

   Susquehanna International Group

   Aug 2021 — Present · New York, NY, US

   Lead coverage across 27 publicly traded companies spanning truckload, LTL, parcel, intermodal, freight brokerage, contract logistics, railroads, and rail equipment.Advise institutional investors through fundamental, bottoms-up company analysis and top-down end-market work, incorporating high-frequency data and robust cross-modal databases to frame cycle positioning and earnings risk/reward.Lead analyst on initiations including Ryder and contributed to LTL and Wabtec launches, as well as spin-off situations such as RXO and GXO. Build and maintain full three-statement models with a focus on unit economics, operating leverage, and disciplined cyclical valuation framework.

Education

• University of Michigan - Stephen M. Ross School of Business

  Bachelor of Business Administration - BBA, Finance

  2017 — 2021