In this special iteration of the Marketplace Roundtable, Daniel Shvartsman interviews J Mintzmyer, Head of Research at Value Investor's Edge. J reviews the current shipping market conditions and outlines the bullish thesis in the containership sector. Several top picks in the sector are reviewed along with a macro overview for 2021.
2:30 – The different sectors of shipping
4:00 - The containership thesis/trade
6:30 – The core drivers for the containership sector
9:30 – The port clogging issue in containerships
13:00 – How long can this run last?
17:30 – Breaking down the economics and key variables
19:00 – Why is this not just a repeat of the tankers story?
21:30 – How these rates fit into historical cycles
24:15 – What do costs look like for container leasers
26:00 – What about a COVID hangover as spending shifts to experiences and away from goods
28:30 – J’s favorite sector picks: DAC, NMCI, ATCO
31:30 – SA PRO: Diving into the ZIM long case
35:00 – Catching up on Value Investor’s Edge
39:45 – Importance of diversification in the shipping sector and managing volatility
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