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Shownotes
J Mintzmyer of Value Investor's Edge (seekingalpha.com/checkout/mp_316?source=ie_pod…) discusses shipping performance in 2025, strategies for navigating market downturns, and the importance of focusing on quality investments (). Dry bulk potential, Cmb.Tech a top pick for 2026, impact of geopolitical factors on shipping (). Stock selection metrics (). The role of dividends in shipping (). Broad macro risks (). Learning lessons, setting goals ().
Show Notes:
In Shipping, Global Macro Matters More Than Ever (seekingalpha.com/article/4797633-in-shipping-g…)
Buy Cmb.Tech: Shipping Poised To Outperform Into 2026 (seekingalpha.com/article/4845751-buy-cmbt-ship…)
Why Dry Bulk Is A Top Pick In 2026 (seekingalpha.com/article/4842278-why-dry-bulk-…)
Read our transcripts (seekingalpha.com/author/investing-experts-podc…)
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