The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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内容由Seeking Alpha提供。所有播客内容（包括剧集、图形和播客描述）均由 Seeking Alpha 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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Value Investor's Edge Live #35: Containership Surge - Update From J Mintzmyer, Interview With Daniel Shvartsman
Manage episode 295622873 series 2505215
内容由Seeking Alpha提供。所有播客内容（包括剧集、图形和播客描述）均由 Seeking Alpha 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
In this special edition of the Marketplace Roundtable, Daniel Shvartsman interviews J Mintzmyer, Head of Research at Value Investor's Edge. J reviews the containership sector, the latest market conditions, and outlines the bullish thesis in the containership sector. The discussion reviews sector dynamics along with several top picks in the sector. The shipping sector is off to a very strong start in 2021, with YTD model portfolio returns of 136.6% (Speculative Plays) and 69.4% (Best Risk/Reward) on J's exclusive research platform: Value Investor's Edge.
Topics Covered
2:30 – Catching up on the containership market
5:30 – The myths around containerships
10:00 – The impact of the underlying ZIM stake on Danaos Corp (DAC)
12:00 – Supply chain gives and takes for the containership sector
17:30 – Not anchoring on the price
19:00 - Why containership stocks don’t directly follow rates
22:30 – Interest rate risk and inflation risk for containership lessors
26:30 – Valuing these companies given the cyclical nature of the business
32:00 – Favorite names for investors and traders
35:00 – Bear case scenarios for containerships
37:30 – Broad review of other shipping segments
Learn more about your ad choices. Visit megaphone.fm/adchoices
…
continue reading
Topics Covered
2:30 – Catching up on the containership market
5:30 – The myths around containerships
10:00 – The impact of the underlying ZIM stake on Danaos Corp (DAC)
12:00 – Supply chain gives and takes for the containership sector
17:30 – Not anchoring on the price
19:00 - Why containership stocks don’t directly follow rates
22:30 – Interest rate risk and inflation risk for containership lessors
26:30 – Valuing these companies given the cyclical nature of the business
32:00 – Favorite names for investors and traders
35:00 – Bear case scenarios for containerships
37:30 – Broad review of other shipping segments
Learn more about your ad choices. Visit megaphone.fm/adchoices
181集单集
分享
Manage episode 295622873 series 2505215
内容由Seeking Alpha提供。所有播客内容（包括剧集、图形和播客描述）均由 Seeking Alpha 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
In this special edition of the Marketplace Roundtable, Daniel Shvartsman interviews J Mintzmyer, Head of Research at Value Investor's Edge. J reviews the containership sector, the latest market conditions, and outlines the bullish thesis in the containership sector. The discussion reviews sector dynamics along with several top picks in the sector. The shipping sector is off to a very strong start in 2021, with YTD model portfolio returns of 136.6% (Speculative Plays) and 69.4% (Best Risk/Reward) on J's exclusive research platform: Value Investor's Edge.
Topics Covered
2:30 – Catching up on the containership market
5:30 – The myths around containerships
10:00 – The impact of the underlying ZIM stake on Danaos Corp (DAC)
12:00 – Supply chain gives and takes for the containership sector
17:30 – Not anchoring on the price
19:00 - Why containership stocks don’t directly follow rates
22:30 – Interest rate risk and inflation risk for containership lessors
26:30 – Valuing these companies given the cyclical nature of the business
32:00 – Favorite names for investors and traders
35:00 – Bear case scenarios for containerships
37:30 – Broad review of other shipping segments
Learn more about your ad choices. Visit megaphone.fm/adchoices
…
continue reading
Topics Covered
2:30 – Catching up on the containership market
5:30 – The myths around containerships
10:00 – The impact of the underlying ZIM stake on Danaos Corp (DAC)
12:00 – Supply chain gives and takes for the containership sector
17:30 – Not anchoring on the price
19:00 - Why containership stocks don’t directly follow rates
22:30 – Interest rate risk and inflation risk for containership lessors
26:30 – Valuing these companies given the cyclical nature of the business
32:00 – Favorite names for investors and traders
35:00 – Bear case scenarios for containerships
37:30 – Broad review of other shipping segments
Learn more about your ad choices. Visit megaphone.fm/adchoices
181集单集
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类似 Marketplace Roundtable 的节目
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Bruce Whitfield.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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continue reading
How will countries around the world cope with persistent inflation and high borrowing costs? Are central bankers helping to abate the cost-of-living crisis or are they moving us all closer to recession? On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conversations with internationally respected ...
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continue reading
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…
continue reading
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continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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continue reading
This is an all inclusive podcast for Australian investors. Join Blue Wealth’s Senior Education Specialist, Owun Taylor in conversation with industry experts, leaders, and thinkers about what it takes to be a clever and more successful investor. A weekly podcast serving up the easiest-to-understand finance program. Delivered in bite-sized chunks, meaning no episode is ever more than 20 minutes.
…
continue reading
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…
continue reading
Player FM -播客应用
使用Player FM应用程序离线！
使用Player FM应用程序离线！
