ORRCF - Interview With Mariusz Skonieczny On Tankers Oroco Resources And Mitcham Industries

I recently interviewed private investor and founder of Classic Value Investors Mariusz Skonieczny. He's the author of no less than 10 investment books (the latest How To Profit From The Coronavirus Recession) and grew his account from $10,000 in 2009 to $1.1 million in 2019. His concentrated portfolio suffered a big hit in March as he suffered a 50%-plus drawdown. I think his portfolio has recovered quite a bit (as has the market) but one of his investment themes, tankers, hasn't done great.

We talk extensively about tankers as we are both very interested