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.
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