Thread by @Shipping_VIE

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…

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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…

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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…

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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…

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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…

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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…

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