Marketplace Roundtable - podcast cover

Marketplace Roundtable

Seeking Alpha•www.spreaker.com
Business
Investing
The Marketplace Roundtable Podcast features interviews with our Marketplace authors about their investing approach, views on the market today, and some of their favorite investing ideas. The Seeking Alpha Marketplace is a platform for investing services that helps investors take their investing to the next level. Authors provide exclusive ideas, subscriber chat rooms, model portfolios, and one-on-one access with subscribers. In these interviews, you’ll hear how these authors approach their investing and how they try to improve their process and results over time, and hopefully it will give you a few ideas for how to raise your investing game.
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Episodes

Value Investor's Edge Live #58: Star Bulk Carriers Interview

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.

Sep 24, 2024•41 min

Value Investor's Edge Live #52: Torm PLC

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.

Jan 23, 2023•39 min•Ep. 52

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

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 fixing their fleet onto medium- and long-term contracts to lock in sky-high rates. DAC has benefitted ...

Jul 27, 2022•52 min

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

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 midsize trade routes in grain and coal. We also reviewed the economics of GNK's scrubber program and t...

Jul 26, 2022•43 min

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

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 overall dry bulk fundamentals, ranging from China's impact on Capesize markets to the impact of the U...

Jun 28, 2022•43 min

Value Investor's Edge Live #48: International Seaways Preparing For The Tanker Market Recovery

International Seaways (INSW) CEO Lois Zabrocky and CFO Jeff Pribot joined Value Investor's Edge Live on Jan. 12, 2022, to discuss the crude tanker and product tanker markets and company prospects for 2022. INSW has survived the horrible COVID-19 related downturn in the sector and has completed a major merger along with strengthening the balance sheet and improving liquidity. INSW is prepared for almost any market and they should benefit from a significant catalyst by mid-2022 as they plan to eit...

Feb 18, 2022•37 min

Value Investor's Edge Live #47: Genco Shipping Preparing For Large Dividends In Dry Bulk

Genco Shipping (GNK) CEO, John Wobbensmith, joined Value Investor's Edge Live on Jan. 12, 2022, to discuss the dry bulk shipping markets and company prospects for 2022. GNK has spent the past few years renewing the fleet and rapidly deleveraging the balance sheet to prepare for a new dividend policy of near-100% free cash flow payouts. The dividends will be variable, and will depend on underlying market conditions, but I am bullish on the company structure and I believe the valuations are attrac...

Feb 03, 2022•43 min

Value Investor's Edge Live #46: Danaos Ready To Boost Shareholder Returns

Danaos Corp (DAC) CFO, Evangelos Chatzis, joined Value Investor's Edge Live to discuss the containership leasing markets and prospects for 2022. DAC has been a massive winner from the ongoing supply chain crisis, but the have taken the long-term view with very responsible moves including comprehensive refinancing, massive deleveraging, and fixing their fleet onto medium- and long-term contracts to lock in sky-high rates. Topics Covered (2:15) Update on ocontainership markets: how long can streng...

Jan 27, 2022•45 min

Value Investor's Edge Live #45: Zim Integrated Shipping: Update For 2022

Zim Integrated Shipping (ZIM) was one of my top picks during 2021 and I have heavily covered the company privately and publicly dating back to last February after their IPO. My most recent full-length report was shared in early-December and I have further increased my earnings expectations since then due to the remarkably persistent freight rates. (1:30) Outlook for the containership business in 2022? (5:15) Risk of a near-term drop in rates? Largest risks in 2022? (8:30) Update on LA/LB service...

Jan 21, 2022•57 min

Value Investor's Edge Live #44: Textainer Group: Updates On Container Leasing Markets

The Textainer Group (TGH) management team joined Value Investor's Edge Live on January 10, 2022, to discuss the container box leasing markets and prospects for 2022. TGH spent most of the past 18-months prioritizing growth capex, but they have also been actively repurchasing shares, and they re-launched their dividend last quarter. As we shift into 2022, higher shareholder returns appear likely as growth capex will eventually slow down. TGH has signed most of their recent growth on 12-year to 14...

Jan 14, 2022•55 min
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