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Value Investor's Edge Profile picture
Value Investor's Edge
@Shipping_VIE
Value Investor's Edge team: @mintzmyer @JamesCatlin76 @ClimentMolins provides research for public #shipping firms: Tankers, LNG, LPG, Dry Bulk, Containers, Etc.
Stephen Leung Profile picture 1 subscribed
Sep 26, 2022 • 6 tweets • 7 min read
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