About this episode
Shipping expert J Mintzmyer helps investors navigate the current volatility in the shipping space (1:05). Earnings calls as guideposts (4:20). Import data and supply chain disruptions (9:10). The good, the bad, the ugly in shipping (16:00). J's favorite tankers (24:10). Heavily shorting Walmart (27:35). Show Notes: Charting The Course In Shipping With J Mintzmyer Note Of Caution On Shipping Shipping, logistics stocks rally as U.S.-China tariff pause eases trade tensions Value Investor's Edge Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions