DSSI - Winners & Losers In Shipping: Q1-20 Review
Shipping Markets Overview
I write about deep value investments, particularly in the maritime shipping space. We cover maritime shipping and related energy and infrastructure plays on our research service, Value Investor's Edge. For those who are less familiar, maritime shipping is actually split into 6-7 subsegments, each of which has its own supply and demand factors. "Shipping" tends to be discussed as a monolith, but that's sort of like saying "commodities" and "miners" instead of differentiating between oil, gold, iron, copper, etc.
The primary segments we cover include:
- Containerships
- Crude Tankers
- Dry Bulk
- Product