Marketplace Roundtable
by Seeking Alpha
The Marketplace Roundtable Podcast features interviews with our Marketplace authors about their investing approach, views on the market today, and some of their favorite investing ideas. The Seeking Alpha Marketplace is a platform for investing services that helps investors take their investing to the next level. Authors provide exclusive ideas, subscriber chat rooms, model portfolios, and one-on-one access with subscribers. In these interviews, you’ll hear how these authors approach their investing and how they try to improve their process and results over time, and hopefully it will give you a few ideas for how to raise your investing game.
Episodes
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Value Investor's Edge Live #60: GSL - Containership Market Update
GSL owns a large containership fleet. Management has strong insights into current market conditions.
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Value Investor's Edge Live #59: TORM - Product Tanker Markets Primed For Recovery
Torm plc is one of the largest US-listed product tanker firms, with a $3.1B market capitalization.
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Value Investor's Edge Live #58: Star Bulk Carriers Interview
Star Bulk Carriers is the largest US-listed dry bulk owner with a roughly $2.6B market capitalization. Management discusses dry bulk market dynamics, including weaker Chinese data, ongoing Red Sea disruptions, and divergences between Capesize and Panamax rates.
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Value Investor's Edge Live #57: Frontline: Tanker Market Strategy
Frontline is the largest US-listed crude tanker owner with a roughly $5B market capitalization. CEO Lars Barstad talks about current strategy and market insights.
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Value Investor's Edge Live #56: International Seaways - Seasonal Upside Ahead
International Seaways' (INSW) management discusses market dynamics, catalysts, and capital allocation, highlighting a shareholder return policy and an active repurchase program.
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Latest Podcast: Value Investor's Edge
Latest podcast from J Mintzmyer from Value Investor's Edge.
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Value Investor's Edge Live #55: Navigator Holdings - A Key Updates On A Top Pick
Navigator Holdings (NVGS) was recently profiled as an emerging top pick at Value Investor's Edge.We recently followed up with the management team to discuss the current market conditions and their strategy into 2023.
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Value Investor's Edge Live #54: Frontline, Dynamic Tanker Markets, Ongoing Merger Drama
Lars Barstad, CEO of Frontline, joined us to discuss the latest trends in the tanker markets along with specific company strategy and capital allocation priorities.
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Value Investor's Edge Live #53: Eagle Bulk - Midsize Dry Bulk Market Update
Gary Vogel, CEO of Eagle Bulk, joined us on 17 January 2023, to discuss the latest trends in the market along with specific company strategy and capital allocation priorities.
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Value Investor's Edge Live #52: Torm PLC
Jacob Meldgaard, CEO of Torm Plc (TRMD), joined J Mintzmyer on Value Investor's Edge Live on January 10, 2023, to discuss the product tanker markets, upcoming catalysts, company strategy, and capital allocation plans. Torm is a major US-listed product tanker company with a fully-delivered fleet…
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Value Investor's Edge Live #51: Danaos - Massive Undervaluation And Strong Returns Ahead
Danaos Corp. (NYSE:DAC) CFO, Evangelos Chatzis, joined Value Investor's Edge Live on 16 June 2022 to discuss the current containership leasing markets and capital allocation priorities going forward. DAC has been a massive winner from the ongoing supply chain crisis, but they have taken the...
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Value Investor's Edge Live #50: Genco Shipping's New Dividend Policy In Full Swing
John Wobbensmith, CEO of Genco Shipping (GNK), joined J Mintzmyer's Value Investor's Edge Live on June 14, 2022, to discuss the dry bulk markets and forward prospects and capital allocation. Genco Shipping is a major US-listed dry bulk company with 44 vessels on the water. We discussed overall…
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Value Investor's Edge Live #49: Star Bulk Carriers And Update On Dry Bulk Markets
Hamish Norton, President of Star Bulk Carriers (NASDAQ:SBLK), Co-CFOs Christos Begleris and Simos Spyrou, and Head of Research Constantinos Simantiras joined J Mintzmyer's Value Investor's Edge Live on June 8, 2022, to discuss the dry bulk markets and forward prospects and capital allocation.…
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Value Investor's Edge Live #48: International Seaways Preparing For The Tanker Market Recovery
International Seaways (INSW) CEO Lois Zabrocky and CFO Jeff Pribot joined Value Investor's Edge Live on Jan. 12, 2022, to discuss the crude tanker and product tanker markets and company prospects for 2022. INSW has survived the horrible COVID-19 related downturn in the sector and has completed a...
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Value Investor's Edge Live #47: Genco Shipping Preparing For Large Dividends In Dry Bulk
Genco Shipping (GNK) CEO, John Wobbensmith, joined Value Investor's Edge Live on Jan. 12, 2022, to discuss the dry bulk shipping markets and company prospects for 2022. GNK has spent the past few years renewing the fleet and rapidly deleveraging the balance sheet to prepare for a new dividend...
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Value Investor's Edge Live #46: Danaos Ready To Boost Shareholder Returns
Danaos Corp (DAC) CFO, Evangelos Chatzis, joined Value Investor's Edge Live to discuss the containership leasing markets and prospects for 2022. DAC has been a massive winner from the ongoing supply chain crisis, but the have taken the long-term view with very responsible moves including...
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Value Investor's Edge Live #45: Zim Integrated Shipping: Update For 2022
Zim Integrated Shipping (ZIM) was one of my top picks during 2021 and I have heavily covered the company privately and publicly dating back to last February after their IPO. My most recent full-length report was shared in early-December and I have further increased my earnings expectations since...
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Value Investor's Edge Live #44: Textainer Group: Updates On Container Leasing Markets
The Textainer Group (TGH) management team joined Value Investor's Edge Live on January 10, 2022, to discuss the container box leasing markets and prospects for 2022. TGH spent most of the past 18-months prioritizing growth capex, but they have also been actively repurchasing shares, and they...
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Chris DeMuth's Best Idea for 2022: Renren
Chris DeMuth discusses his best idea for 2022, RENN. RENN was on a previous podcast pitched by Ian Bezek as a legal play; since then, RENN settled with minority shareholders for a record payout. However, in December, RENN's shares sold off massively as a judge rejected their proposed settlement...
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Value Investor's Edge Live #43: Flex LNG: Surging Cash Flows And Dividends
Oeystein Kalleklev, CEO of Flex LNG (FLNG), a leading ultramodern LNG shipping company, joined J Mintzmyer's Value Investor's Edge Live on June 10, 2021, to discuss the LNG shipping markets and capital allocation priorities for Flex LNG. Flex has set an upsized dividend level of $0.40/qtr and...
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Value Investor's Edge Live #42: Tanker Market Updates From Euronav
Hugo De Stoop, CEO of Euronav (EURN), a leading crude tanker company, joined J Mintzmyer's Value Investor's Edge Live on June 9, 2021, to discuss the crude tanker markets, recovery trajectory, and capital allocation priorities for Euronav. This interview and discussion is relevant for anyone with...
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Value Investor's Edge Live #41: Market Insights From MPC Container Ships
Constantin Baack, CEO of MPC Containers (OTCPK:MPZZF), a leading small-sized containership lessor, joined J Mintzmyer's Value Investor's Edge Live in June 2021 to discuss the surging containership markets and company strategy to benefit from these elevated market levels. Although MPCC is not...
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Value Investor's Edge Live #40: Dorian LPG: Surging Returns To Shareholders
Ted Young, CFO of Dorian LPG (LPG), joined J Mintzmyer's Value Investor's Edge Live on June 11, 2021, to discuss the LPG shipping markets and specific company prospects and capital allocation potentials. This interview and discussion is relevant for anyone with LPG sector investments, including...
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Value Investor's Edge Live #39: Dry Bulk Cash Machine - Genco Shipping Update
John Wobbensmith, CEO of Genco Shipping (GNK), a dry bulk shipping company, joined J Mintzmyer's Value Investor's Edge Live on 25 June 2021 to discuss the strong market outlook and company specific plans for capital allocation and shareholder returns. GNK is benefiting from surging rates and is...
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Value Investor's Edge Live #38: Global Ship Lease: Racking Up Container Profits
The CEO and CCO of Global Ship Lease (GSL), Ian Webber and Tom Lister, joined J Mintzmyer's Value Investor's Edge Live on 11 June, 2021, to discuss the containership transport markets and forward opportunities in the markets. We also covered GSL's major acquisition of 12 containerships, which…
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Value Investor's Edge Live #37: Midsize Dry Bulk Surge: Insights From Eagle Bulk
Gary Vogel, CEO of Eagle Bulk Shipping (EGLE), a dry bulk shipping company focused on the mid-sized segments, joined J Mintzmyer's Value Investor's Edge Live on 9 June 2021 to discuss the rapidly improving market outlook and company specific plans. EGLE is benefiting from surging rates and is...
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Value Investor's Edge Live #36: Tanker Market Updates With International Seaways
Lois Zabrocky and Jeff Pribor, CEO and CFO of International Seaways (INSW), joined J Mintzmyer's Value Investor's Edge Live on June 11, 2021, to discuss the crude and product tanker markets and forward prospects. We also reviewed company-specific plans and capital allocation priorities after…
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Value Investor's Edge Live #35: Containership Surge - Update From J Mintzmyer, Interview With Daniel Shvartsman
In this special edition of the Marketplace Roundtable, Daniel Shvartsman interviews J Mintzmyer, Head of Research at Value Investor's Edge. J reviews the containership sector, the latest market conditions, and outlines the bullish thesis in the containership sector. The discussion reviews sector...
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Value Investor's Edge Live #34: Star Bulk Carriers Updates On Surging Bulk Markets
Hamish Norton, President of Star Bulk Carriers (SBLK), Co-CFOs Christos Begleris and Simos Spyrou, and SBLK Head of Research Constantinos Simantiras joined J Mintzmyer's Value Investor's Edge Live on June 8, 2021, to discuss the dry bulk markets and forward prospects and capital allocation. Star...
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Marketplace Roundtable #95: The Space Sector Heats Up With Cestrian Capital Research
The launch of the ARK Space Exploration ETF (ARKX) in late March was one of the most hyped ETF launches in recent memory. Of course there's the Cathie Wood component to the excitement, with the fund manager she runs, ARK, crushing markets and growing AUM eleven-fold in 2020. But there's something...
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Investing 2020s With Kirk Spano Episode #3: Talking SPACs With Julian "The SPAC King" Klymochko
Accelerate Funds' Julian "The SPAC King" Klymochko join's Margin of Safety Investing's Kirk Spano to talk all things SPAC.
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Marketplace Roundtable #95: Sifting the World For Top SPACs With Chris DeMuth Jr.
2020 was the year of the SPAC, with money raised through "blank check" companies outpacing traditional IPOs for the first time. With so many SPACs listing, finding the right ones to invest in them can be an often-times confusing and overwhelming process. Sifting the World's Chris DeMuth Jr. has...
About this show
The Marketplace Roundtable Podcast features interviews with our Marketplace authors about their investing approach, views on the market today, and some of their favorite investing ideas. The Seeking Alpha Marketplace is a platform for investing services that helps investors take their investing to the next level. Authors provide exclusive ideas, subscriber chat rooms, model portfolios, and one-on-one access with subscribers. In these interviews, you’ll hear how these authors approach their investing and how they try to improve their process and results over time, and hopefully it will give you a few ideas for how to raise your investing game.
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