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In this special edition of the Marketplace Roundtable, Daniel\xa0Shvartsman\xa0interviews J\xa0Mintzmyer, Head of Research at\xa0Value Investor's Edge. J reviews the\xa0containership\xa0sector, the latest market conditions, and outlines the bullish thesis in the\xa0containership\xa0sector. 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\xa0J's\xa0exclusive research platform:\xa0Value Investor's Edge.
Topics Covered

2:30 \u2013 Catching up on the\xa0containership\xa0market

5:30 \u2013 The myths around\xa0containerships

10:00 \u2013 The impact of the underlying ZIM stake on Danaos Corp (DAC)

12:00 \u2013 Supply chain gives and takes for the\xa0containership\xa0sector

17:30 \u2013 Not anchoring on the price

19:00 - Why\xa0containership\xa0stocks don\u2019t directly follow rates

22:30 \u2013 Interest rate risk and inflation risk for\xa0containership\xa0lessors

26:30 \u2013 Valuing these companies given the cyclical nature of the business

32:00 \u2013 Favorite names for investors and traders

35:00 \u2013 Bear case scenarios for\xa0containerships

37:30 \u2013 Broad review of other shipping segments


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