Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40
Introduction
00:00 • 3min
Investing in Dislocated Industries
03:01 • 2min
Trading Sardinines - Can the Cos of These Companies Be Trusted?
05:22 • 2min
What Happens When You Hear Cryptocurrency?
07:27 • 2min
What's Going on in Supply Chains Right Now?
09:56 • 2min
Did the Companies Go Public With Six Ships?
11:32 • 2min
Dry Bulk, Container Ships, and Tankers
13:32 • 2min
V L C C Layden - It's Like Sunk in the Ocean
15:10 • 2min
How Do You Know if You Have a Research Buzzet Budget?
17:00 • 2min
Shipping - You Want to Make a Lot of Money When the Sun Shines In
19:14 • 4min
The New Environmental Regulations Are Going to Push Out Old Tonnage
22:58 • 2min
Depreciation Schedule Ship?
24:31 • 2min
20 19 Is the Best Year in Vale Investers Edge History
26:08 • 2min
Bill Shipping Stocks All Started Tanking and Crashing
27:49 • 2min
Almost All Shipping Stocks Immediately Begun Tanking
29:22 • 2min
I'm Into Shipping Man, Don't Stop Talking.
31:11 • 2min
Is It Time to Buy Shipping?
33:36 • 2min
The Market Was So Good That It Wasn't Like It Was Now, Right?
35:49 • 2min
Shipping Stocks - What Makes the World Go Round?
37:25 • 2min
Do Not Forget This. You Not Forget Olat.
39:30 • 5min
Shipping Is All About Supply and Demand
44:34 • 3min
The Stock's Already Doubled. Ye Os Already Tripled.
47:09 • 2min
What's the Dividend Policy of a Company?
49:12 • 2min
I Hate American Airlines, Ok?
51:14 • 2min
Is Covid Causing Problems in the Shipping Industry?
53:06 • 3min
What Are the Most Common Red Flags in a Shipping Company?
56:11 • 2min
What's the Cycle Like?
58:09 • 3min
Tankers Are the One Segment Where a Slowdown Really Matters
01:00:48 • 2min
The Pros and Cons of Asset Light
01:02:45 • 2min
Valin Dresser's Edge
01:04:26 • 2min
Vala Nvessers Edge Live.
01:06:06 • 2min
I'm Not in 19 95. Saidyes on the Land Line
01:07:47 • 2min
Transpacific Partnership
01:09:46 • 2min
How Did You Get Into Investing?
01:12:13 • 2min
The Intelligent Investor, You Know?
01:14:36 • 2min
How to Short a Stock
01:16:41 • 2min
You Know What Happened to My Cousin, With Robin Hood?
01:18:34 • 1min
How to Get the Right Intuition in the Market
01:20:03 • 2min
Trade One Freak Contract at a Time
01:22:02 • 3min
How Twitter Has Helped Value Investors?
01:24:37 • 4min