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Shipping Expert Talks His Favorite Stocks For The Supply Chain Crisis
The last 2 he talked about in Fall 2021 are up 38% and 17.4%, respectively.
Last time I had J Mintzmyer talk about shipping, the two names he pointed out rose 38% and 17.4% over the next few months.
In a two part interview with J, we talked about the future of these names, two additional shipping names he likes now, the future of shipping and logistics during a time of a nationwide supply chain crisis, and his take on the trucker rallies in Canada.
J is a renowned maritime shipping analyst and investor who directs the Value Investor's Edge ("VIE") research platform on Seeking Alpha. You can follow him on Twitter @mintzmyer. J is a frequent speaker at industry conferences, is regularly quoted in trade journals, and hosts a popular podcast featuring shipping industry executives.
J has earned a BS in Economics from the Air Force Academy, an MA in Public Policy from the University of Maryland, and is a PhD Candidate at Harvard University, where he researches global trade flows and security policy.
Part 1 of my recent interview with J: 2022 Could Be "Even Crazier" Than 2021 For Supply Chains
Part 2 of my recent interview with J: Freight Rates Could "Blow Through The Roof" In 2022 If This One Catalyst Happens
I have not personally vetted J’s returns — it is up to readers considering his service to do so. I own ZIM as does J, as disclosed. None of this is a solicitation to buy or sell securities. It is only a look into our personal opinions and portfolios. These positions can change immediately as soon as I publish this, with or without notice. You are on your own. Do not make decisions based on my blog. I exist on the fringe.
These are not the opinions of any of my employers, partners, or associates. I get shit wrong a lot. If I am here listing things I got right or things I think will happen in the future, note that there are likely twice as many things I got wrong over the same period of time. I’m not a financial advisor, I hold no licenses or registrations and am not qualified to give advice on anything, let alone finance or medicine. Talk to your doctor, talk to your financial advisor or your therapist. Leave me a alone and do your research elsewhere. If you can find somewhere to rate this Substack one star, please do so as to save future readers from the misery of my often wholly incorrect prognostications.