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J Mintzmyer Returns

The Business Brew

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Ratar Caps - Is That a Perfect Anology?

The ship owners are even more interesting, because not only do they lease the ships to companies like zim or mar or the liners that some folks might be with, they also operate them. And so this company is massively, in my opinion, massively underpriced because people treat it like a derivative on the freight markets. So i look at a company like denouse corpa, that that's one of my top ones, gobal ship leas, g s l is another one. Both of those companies right now trade below the value of their locked in free gash flows,. plus like the residual demolition value f their fleet. If you want do eight %, ten %, 12

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