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 dynamics along with several top picks in the sector. The shipping sector is off to a very strong start in 2021, with YTD model portfolio returns of 136.6% (Speculative Plays) and 69.4% (Best Risk/Reward) on J's exclusive research platform: Value Investor's Edge.
Topics Covered

2:30 – Catching up on the containership market

5:30 – The myths around containerships

10:00 – The impact of the underlying ZIM stake on Danaos Corp (DAC)

12:00 – Supply chain gives and takes for the containership sector

17:30 – Not anchoring on the price

19:00 - Why containership stocks don’t directly follow rates

22:30 – Interest rate risk and inflation risk for containership lessors

26:30 – Valuing these companies given the cyclical nature of the business

32:00 – Favorite names for investors and traders

35:00 – Bear case scenarios for containerships

37:30 – Broad review of other shipping segments


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