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ATCOL - Containership Surge: Update From J Mintzmyer (Podcast Transcript)
Atlas Corp. 7.125% Notes due 2027
In a recent edition of the Marketplace Roundtable, J Mintzmyer reviews the containership sector and shares some top picks.
J recently published a full-length report which reviews misconceptions and highlights two top picks: Danaos Corp and Global Ship Lease. This interview further unpacks that thesis.
What differentiates containerships from tanker and bulker segments?
Quick update/review of other shipping segments also included.
The full transcript is now available and is included below.