Lineage: A Deeply Discounted Cold Storage Giant Positioned To Consolidate The Industry

Group 1 - Lineage is the largest cold storage operator globally, owning and operating temperature-controlled warehouses that are essential for supply chains [1] - Lineage's closest competitor is Americold, indicating a competitive landscape in the cold storage industry [1] Group 2 - The article highlights the importance of cold storage facilities in maintaining the integrity of temperature-sensitive products [1] - The author has a background in both equity and real estate markets, emphasizing a focus on identifying long-term investment opportunities [1]