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J Mintzmyer
Founder of Value Investors Edge, a research newsletter specializing in maritime shipping, with a strong track record of success in the sector.
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16 snips
Jan 18, 2025
• 2h 15min
Shipping, A Contrarian’s Dream Sector (Guest: J Mintzmyer)
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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.
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