'Macro drives everything' Julian Lin and Romil Patel on ZIM Integrated

Romil Patel and Julian Lin lay out their investment views on ZIM Integrated ( ZIM ). (1:00) Pay attention to why shareholders buy into a stock (7:00) Freight rates have plummeted and ZIM has turned from a cash flow monster to generating zero profits (23:00) Is management aligned with shareholders? (32:00) Shipping sector - why macro drives everything Why I Sold ZIM Integrated: What's Next After Dividend Elimination And Upcoming Storm ZIM: The Value Trap Has Finally Been Exposed Free 14 day trial for Julian Lin's Best Of Breed Growth Stocks Episode transcripts on Seeking Alpha