Marketplace Roundtable

Value Investor's Edge Live #60: GSL - Containership Market Update 22.10.2024 59:25 ↓

GSL owns a large containership fleet. Management has strong insights into current market conditions.

Value Investor's Edge Live #59: TORM - Product Tanker Markets Primed For Recovery 09.10.2024 39:16 ↓

Torm plc is one of the largest US-listed product tanker firms, with a $3.1B market capitalization. 

Value Investor's Edge Live #58: Star Bulk Carriers Interview 24.09.2024 41:02 ↓

Star Bulk Carriers is the largest US-listed dry bulk owner with a roughly $2.6B market capitalization. Management discusses dry bulk market dynamics, including weaker Chinese data, ongoing Red Sea disruptions, and divergences between Capesize and Panamax rates.

Value Investor's Edge Live #57: Frontline: Tanker Market Strategy 17.09.2024 47:46 ↓

Frontline is the largest US-listed crude tanker owner with a roughly $5B market capitalization. CEO Lars Barstad talks about current strategy and market insights.

Value Investor's Edge Live #56: International Seaways - Seasonal Upside Ahead 10.09.2024 52:17 ↓

International Seaways' (INSW) management discusses market dynamics, catalysts, and capital allocation, highlighting a shareholder return policy and an active repurchase program.

Latest Podcast: Value Investor's Edge 21.06.2024 32:18 ↓

Latest podcast from J Mintzmyer from Value Investor's Edge.

Value Investor's Edge Live #55: Navigator Holdings - A Key Updates On A Top Pick 15.02.2023 54:33 ↓

Navigator Holdings (NVGS) was recently profiled as an emerging top pick at Value Investor's Edge. We recently followed up with the management team to discuss the current market conditions and their strategy into 2023.

Value Investor's Edge Live #54: Frontline, Dynamic Tanker Markets, Ongoing Merger Drama 08.02.2023 42:20 ↓

Lars Barstad, CEO of Frontline, joined us to discuss the latest trends in the tanker markets along with specific company strategy and capital allocation priorities.

Value Investor's Edge Live #53: Eagle Bulk - Midsize Dry Bulk Market Update 02.02.2023 36:44 ↓

Gary Vogel, CEO of Eagle Bulk, joined us on 17 January 2023, to discuss the latest trends in the market along with specific company strategy and capital allocation priorities.

Value Investor's Edge Live #52: Torm PLC 23.01.2023 39:08 ↓

Jacob Meldgaard, CEO of Torm Plc ( TRMD ), joined J Mintzmyer on Value Investor's Edge Live on January 10, 2023, to discuss the product tanker markets, upcoming catalysts, company strategy, and capital allocation plans. Torm is a major US-listed product tanker company with a fully-delivered fleet of 78 vessels.

Value Investor's Edge Live #51: Danaos - Massive Undervaluation And Strong Returns Ahead 27.07.2022 52:16 ↓

Danaos Corp. (NYSE:DAC) CFO, Evangelos Chatzis, joined Value Investor's Edge Live on 16 June 2022 to discuss the current containership leasing markets and capital allocation priorities going forward. DAC has been a massive winner from the ongoing supply chain crisis, but they have taken the long-term view with very responsible moves including comprehensive refinancing, massive deleveraging, and fi...

Value Investor's Edge Live #50: Genco Shipping's New Dividend Policy In Full Swing 26.07.2022 42:46 ↓

John Wobbensmith, CEO of Genco Shipping (GNK), joined J Mintzmyer's Value Investor's Edge Live on June 14, 2022, to discuss the dry bulk markets and forward prospects and capital allocation. Genco Shipping is a major US-listed dry bulk company with 44 vessels on the water. We discussed overall dry bulk fundamentals, ranging from China's impact on markets to the impact of the Ukraine invasion on mi...

Value Investor's Edge Live #49: Star Bulk Carriers And Update On Dry Bulk Markets 28.06.2022 43:09 ↓

Hamish Norton, President of Star Bulk Carriers (NASDAQ:SBLK), Co-CFOs Christos Begleris and Simos Spyrou, and Head of Research Constantinos Simantiras joined J Mintzmyer's Value Investor's Edge Live on June 8, 2022, to discuss the dry bulk markets and forward prospects and capital allocation. Star Bulk Carriers is the largest US-listed dry bulk company with 128 vessels on the water. We discussed o...