Think Different- in #shipping. A case study rvw 🧵.
We published our first public bullish report on #containership #shipping 2 yrs ago.
Our picks: +386% after 2y, *after* including the big pullback in mid-2022 (1y returns even higher!).
Report: seekingalpha.com/article/437598…
1/6
After patiently accumulating #shipping during the 2020 carnage, we shared a conviction sector alert in August 2020 with 5 diversified picks.
This call was *NOT* popular at the time.
+224% in 25 months after after weak trading this summer.
Report: seekingalpha.com/article/436830…
2/6
More recently, our exclusive #shipping #research focus shifted to #tankers, where we issued a buy report on 31 January 2022 due to skewed negative sentiment and lopsided risk/reward.
Very few talking tankers back then!
+153% in 8 months.
Report: dropbox.com/s/0ahcpflu74xa…
3/6
Finally, @ClimentMolins took the charge and published a private 'top idea' report on $TRMD in Early-2022. He then published a public conviction buy on product #tankers in April.
+90% avg in just 5 months, while the S&P 500 has lost over 15%!
Report: seekingalpha.com/article/450086…
4/6
We're back at it with headlines that make macro generalists cringe!
#shipping might be the most misunderstood sector, but that's why we love it. If it was efficient, there'd be no point to invest!
Some top picks today: $INSW $GNK $TGH $GSL
Report: seekingalpha.com/article/454310…
5/6
Want to learn more?
1) Follow this acct + our team: @mintzmyer @JamesCatlin76 @ClimentMolins
2) Watch free webinar:
3) Check out our affordable newsletter: seekingalpha.com/marketplace/31…
4) Try our research, models, and top ideas: seekingalpha.com/mp/316-value-i…
6/6
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