My guest today is J Mintzmyer, Head of Research at Value Investor's Edge and my favorite follow on all things shipping. J discusses where he thinks we are in the shipping cycle and how he gauges risk / reward based on company-specific and industry-specific factors. J uses this risk / reward framework to talk through International Seaways (INSF), Scorpio Tankers (STNG), Danaos (DAC) and more. I get J's thoughts on opportunities in container leasing and why he thinks Textainer (TGH) has higher upside than Triton (TRTN). We close by discussing one of J's newer positions - Diamondback Energy (FANG) - and how the company is approaching capital allocation. I thought this was an awesome conversation and came away excited to do more research on shipping.
I highly recommend following J on Twitter and subscribing to Value Investor's Edge:
- J's Twitter - https://twitter.com/mintzmyer
- Value Investor's Edge - mintzmyer.com
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
The Breakfast Club
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!