Source: World Maritime News
Investment Thesis
SFL Corporation Ltd. (NYSE: SFL) remains my only selected "transportation and shipping" company that I have held happily in my long-term portfolio for many years. I have regularly followed SFL on Seeking Alpha with a long-lasting buy/accumulate rating.
This shipping company has been able to deliver impressive results because of the management's ability to regularly fine-tune the company's business model to the right segment, which is consistently moving in a challenging shipping market environment.
I call it adaptability, and it is the primary reason that explains the success