J Mintzmyer

J Mintzmyer, a shipping expert and founder of Value Investor's Edge, dives into the turbulent shipping sector. He discusses significant supply chain disruptions affecting the industry and shares his favorite tanker stocks. Mintzmyer candidly explains his short position on Walmart, analyzing its valuation concerns despite strong fundamentals. He also reflects on the role of luck in investing and offers insights on maintaining composure amid market volatility, providing valuable strategies for navigating the ever-changing landscape of shipping investments.

J Mintzmyer, founder of Value Investors Edge and maritime shipping expert, dives into the often-ignored shipping sector. He shares strategic stock picks poised to thrive in the current macro environment. Mintzmyer reveals the complexities of global shipping and discusses market segments influenced by geopolitical tensions. The conversation also touches on his unique journey from Anchorage to academia and the intricate dynamics affecting trade and sanctions. With a blend of insight and humor, Mintzmyer unpacks opportunities for savvy investors in this niche market.