44 min

The Bullish Case For The Containership Sector Is Clearer Than Eve‪r‬ Marketplace Roundtable

    • Investing

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.
Show Notes


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


Learn more about your ad choices. Visit megaphone.fm/adchoices

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.
Show Notes


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


Learn more about your ad choices. Visit megaphone.fm/adchoices

44 min

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