Value Investor's Edge Live #31: The Bullish Case For The Containership Sector Is Clearer Than Ever
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\xa0\u2013 The different sectors of shipping
4:00\xa0-\xa0\xa0The containership thesis/trade
6:30\xa0\u2013 The core drivers for the containership sector
9:30\xa0\u2013 The port clogging issue in containerships
13:00\xa0\u2013 How long can this run last?
17:30\xa0\u2013 Breaking down the economics and key variables
19:00\xa0\u2013 Why is this not just a repeat of the tankers story?
21:30\xa0\u2013 How these rates fit into historical cycles
24:15\xa0\u2013 What do costs look like for container leasers
26:00\xa0\u2013 What about a COVID hangover as spending shifts to experiences and away from goods
28:30\xa0\u2013 J\u2019s favorite sector picks: DAC, NMCI, ATCO
31:30\xa0\u2013 SA PRO: Diving into the ZIM long case
35:00\xa0\u2013 Catching up on Value Investor\u2019s Edge
39:45\xa0\u2013 Importance of diversification in the shipping sector and managing volatility
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