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 Notes2:30 – The different sectors of shipping4:00 -  The containership thesis/trade6:30 – The core drivers for the containership sector9:30 – The port clogging issue in containerships13:00 – How long can this run last?17:30 – Breaking down the economics and key variables19:00 – Why is this not just a repeat of the tankers story?21:30 – How these rates fit into historical cycles24:15 – What do costs look like for container leasers26:00 – What about a COVID hangover as spending shifts to experiences and away from goods28:30 – J’s favorite sector picks: DAC, NMCI, ATCO31:30 – SA PRO: Diving into the ZIM long case35:00 – Catching up on Value Investor’s Edge39:45 – Importance of diversification in the shipping sector and managing volatilityLearn more about your ad choices. Visit megaphone.fm/adchoices