ZIM - Buy Global Ship Lease: Profit From Tight Supply Chains:
- Global Ship Lease is my current top pick in the containership lessor sector and a key beneficiary of tight supply chains.
- We first publicly recommended containership investments last September. After one year, our average return was 509% across our six listed picks.
- In a few select names, fundamental improvements have vastly outpaced the stock price (i.e. the stocks are still very undervalued).
- I believe GSL offers the best risk/reward upside in this sector today. Management agrees! The Executive Chairman just spent $10M to buy shares and GSL also completed a repurchase.
- This update reviews the containership thesis along with a full overview of GSL and its upcoming catalysts. Our latest "fair value estimate" is $45/sh, 116% upside.
For further details see:
Buy Global Ship Lease: Profit From Tight Supply Chains: