- In early January, I posted a report calling for 2021 to be "the year for shipping."
- Despite a phenomenal year of earnings and free cash flow, most shipping stocks struggled during 2020 due to incorrect market perceptions.
- In 2021, the markets have been far more favorable. As of 29 April, our model portfolios have returned an average of 80% YTD.
- I shared our approach to the markets as well as some top picks in a recent podcast and video interview. Links below.
- A brief review of one of our top ideas, Zim Integrated Shipping, is also included. ZIM has returned 208% since our first buy in late-January.
For further details see:
Investing In Shipping In 2021