Happy new year. I enjoy your content tremendously, so keep it up! Podcasts in particular are great. Jim Mintzmeyer from Value Investor's Edge on Seeking alpha. He was in Bill Brewster's podcast and I thought it was a just OK shipping overview interview. I am a subscriber and a huge fan. ZIM special sit situation is very timely and worth …
Happy new year. I enjoy your content tremendously, so keep it up! Podcasts in particular are great. Jim Mintzmeyer from Value Investor's Edge on Seeking alpha. He was in Bill Brewster's podcast and I thought it was a just OK shipping overview interview. I am a subscriber and a huge fan. ZIM special sit situation is very timely and worth covering in detail. Most gearing to high container rates and a multiple of about 1.5 with huge dividends. That plus the fact the container trade still looks amazing is worth discussing (other names in the sector have contracted cash flows for the next few years that cover the mkt cap). J is a pretty active trader, a great interview, and good for a couple podcasts a year. I have about 15% of my book in the 5 or 6 shipping sectors combined (valuations are still distressed, even if not quite as much as a year or two ago).
Happy new year. I enjoy your content tremendously, so keep it up! Podcasts in particular are great. Jim Mintzmeyer from Value Investor's Edge on Seeking alpha. He was in Bill Brewster's podcast and I thought it was a just OK shipping overview interview. I am a subscriber and a huge fan. ZIM special sit situation is very timely and worth covering in detail. Most gearing to high container rates and a multiple of about 1.5 with huge dividends. That plus the fact the container trade still looks amazing is worth discussing (other names in the sector have contracted cash flows for the next few years that cover the mkt cap). J is a pretty active trader, a great interview, and good for a couple podcasts a year. I have about 15% of my book in the 5 or 6 shipping sectors combined (valuations are still distressed, even if not quite as much as a year or two ago).
thanks; i had that podcast loaded up but haven't listened yet!
https://seekingalpha.com/article/4472844-zim-integrated-shipping-over-25-percent-yield-and-45-percent-upside-after-q3-blowout
His price "targets" are shipping targets. I.e. in his universe all stocks trade like shit.