Investing in Shipping Stocks: Lessons from Walter Schloss

***Below is a piece I wrote for Macro-Ops.com. For more information, check out their site here!*** He knows how to identify securities that sell at considerably less than their value to a private owner; And that’s all he does ... He owns many more stocks than I do and is far less interested in the … Continue reading Investing in Shipping Stocks: Lessons from Walter Schloss

Three Ideas in Shipping

Deep value is found at the corner of “yucky” and “no way in hell” and over the last twenty years, shipping stocks have exhibited those two characteristics a hundred times over. Alex did a great job summarizing the macro view of the shipping market in his latest article, which you can read here. To brush up, … Continue reading Three Ideas in Shipping