Investing Experts 'Macro drives everything' Julian Lin and Romil Patel on ZIM Integrated
Jun 28, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 2min
Zinn: A Quick Yield Play
01:48 • 4min
The Risk of Zim's Underappreciation
05:52 • 2min
The Declining Interest Ends in Zim
07:52 • 2min
Zim's Potential to Be a Meme Stock
10:13 • 6min
The Bearish Picture of Shipping Stocks
15:59 • 5min
The Importance of Empire Building
21:10 • 2min
ZIM's Management Aligned With Shareholders
23:11 • 3min
The Risk of Zim Integrating
26:05 • 5min
The Importance of Macro
30:58 • 5min
How to Short a Stock in the Shipping Sector
35:52 • 3min
The Risks of Investing in a Name Like Zim
39:04 • 2min
How to Frame a Bullish Thesis for a Cyclic Stock
40:51 • 5min