Our newest inflecting theme – RoRo
Turning to our newest theme, RoRos, earnings got rolling with a focus on the current progress of contract renewals, mitigating Red Sea disruptions and meaningful changes in capital allocation strategies. RORO Index…No, this isn’t SMCI. Current market rates hit a new record-high in January, with HAUTO reporting net rates of $85.40/cbm. Both HAUTO and WAWI…
Happy Hour “Shipping” – Charles from Marhlem
We want to thank Charles from Marhlem for hopping on Friday’s Happy Hour for a tour de force of the shipping industry. We bounced around the entire shipping industry from RoRos to tankers. We even pulled a few tickers out of him that are worth exploring. As always, we jotted down some high level Kliff…
Event-Driven trading: Why stock buybacks?
With our resolutions out of the way, lets spend a bit of time chatting buybacks since they have been the massive factor outperformer in the past few years. See chart below using Russell as the underlying universe: As inflection investors, we are often presented with two scenarios 1) industries that have been left for dead…
January 7, 2024, Vol. 158
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