AVACF - Shipping Trends: J Mintzmyer And Edward Finley-Richardson On Marine Money 2024
2024-06-24 16:15:00 ET
Summary
- Shipping trends with J Mintzmyer and Ed Finley-Richardson.
- Valuations and investor excitement compared to ship owners' cautious optimism.
- Marine Money conference insights, including panel discussions, company interviews, and upcoming livestream and Q&A opportunities.
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J Mintzmyer and Edward Finley-Richardson discuss Marine Money 2024 (0:30). Focus on shipping trends (3:00). Reinflation trade and the ship owner's perspective (8:00). Shipping valuations - what inning are we in? (11:45) Why investors are more excited than owners (17:30). This was originally published here.
Transcript
J Mintzmyer: Greetings, everybody. Thanks for joining our discussion. This is J Mintzmyer of Value Investor’s Edge . I'm here with Ed Finley, who is a very prominent investor and trader on Twitter. I'll let him introduce himself in a second, but we're just excited to have a conversation here, a little bit of a collaboration between the two of us as we both get ready for Marine Money.
This will be my fifth year attending. I know Ed joined last year at Marine Money. I find this to be one of the most exciting conferences of the year, one of the most useful times of my travel and then get out there and meeting the companies, but yeah, Ed, over to you, man.
Hey, thanks for joining me for this discussion. Do you want to just introduce yourself for a little bit and we'll get a little bit into the rest of the discussion?
Ed Finley-Richardson: Thanks, J, for the invitation to talk before we both travel. And yeah, I guess you could say, I'm an independent shipping analyst. And my main interest is in public markets. And like you, I follow a small number of stocks very closely, and their dynamics of the sectors that they're involved in....
Shipping Trends: J Mintzmyer And Edward Finley-Richardson On Marine Money 2024