Jay Mintzmyer

Shipping sector investor and founder of Value Investor's Edge, providing research-driven stock picks and analysis with a decade-long track record in shipping investments.

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Jan 4, 2026 • 30min

Shipping market insights for 2026

Jay Mintzmyer, a shipping sector investor and founder of Value Investor's Edge, dives into the shipping market outlook for 2026. He emphasizes the significance of focusing on quality investments and discusses strategies to navigate downturns. Mintzmyer spotlights Cmb.Tech as a top pick due to its dry bulk potential and analyzes how easing geopolitical tensions can shift the market positively. He also cautions against chasing high dividend yields without assessing sustainability, while stressing the importance of reflecting on past investment successes and mistakes.

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