- 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.
For further details see:
Containership Surge: Update From J Mintzmyer (Podcast Transcript)