Two Shippers I Own & Why Some Shipping Stocks Could Return 2x To 10x: J Mintzmyer
Shipping analyst and my good friend J Mintzmyer offers his analysis on the Ukraine/Russia situation.
This is part 1 an exclusive Fringe Finance interview with shipping analyst (and friend of mine) J Mintzmyer, where we discuss the state of the Russian invasion of Ukraine and its effect on markets and shipping stocks.
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 2 of this interview will be up in days.
Q: How has the invasion of Ukraine changed the short-, mid- and long-term outlook for shipping?