Latest Podcast: Value Investor's Edge

GSL owns a large containership fleet. Management has strong insights into current market conditions.

Torm plc is one of the largest US-listed product tanker firms, with a $3.1B market capitalization. 

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.

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.

International Seaways' (INSW) management discusses market dynamics, catalysts, and capital allocation, highlighting a shareholder return policy and an active repurchase program.

Latest podcast from J Mintzmyer from Value Investor's Edge.

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.

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.

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.

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 of 78 vessels.