My guest today is J Mintzmyer, Head of Research at Value Investor's Edge and my favorite follow on all things shipping. J discusses where he thinks we are in the shipping cycle and how he gauges risk / reward based on company-specific and industry-specific factors. J uses this risk / reward framework to talk through International Seaways (INSF), Scorpio Tankers (STNG), Danaos (DAC) and more. I get J's thoughts on opportunities in container leasing and why he thinks Textainer (TGH) has higher upside than Triton (TRTN). We close by discussing one of J's newer positions - Diamondback Energy (FANG) - and how the company is approaching capital allocation. I thought this was an awesome conversation and came away excited to do more research on shipping.
I highly recommend following J on Twitter and subscribing to Value Investor's Edge:
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