DSSI - Product Tankers - Market Disconnect Presents Opportunity
Note: This report was originally published on March 4th on Value Investor's Edge, a Seeking Alpha subscription service.
Overview
After about 20 years of participation I have gone from the reactionary trader, who would have been trying to make sense of daily soundbites and form a coherent thesis in times like this, to the serene investor that accepts what they do not know and instead allows for a sort of fill in the blank scenario as reliable data becomes public.
This patience and acceptance of the unknown, ironically enough, grants a great deal of