Player FM - Internet Radio Done Right
68 subscribers
Checked 4M ago
Lisätty six vuotta sitten
Sisällön tarjoaa Seeking Alpha. Seeking Alpha tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Player FM - Podcast-sovellus
Siirry offline-tilaan Player FM avulla!
Siirry offline-tilaan Player FM avulla!
Kuuntelemisen arvoisia podcasteja
SPONSOROITU
<
<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/curated-questions-conversations-celebrating-the-power-of-questions">Curated Questions: Conversations Celebrating the Power of Questions!</a></span>


Curated Questions: Conversations Celebrating the Power of Questions Hosted by Ken Woodward, Curated Questions is a thought-provoking podcast that celebrates the art and science of asking profound questions. This podcast is for curious minds who understand that the right question can unlock new perspectives and drive personal growth. What to Expect Insightful Conversations: Experts from diverse fields share their journey in mastering the craft of inquiry, revealing how it has transformed their lives and careers. Practical Techniques: Gain valuable skills to improve your questioning abilities, applicable in both personal and professional settings. Thought-Provoking Topics: Explore how questions shape leadership, personal transformation, and societal discourse. Why Listen? In an age of abundant information, Curated Questions reminds us that true wisdom lies in asking better questions. This podcast will help you: 1. Enhance critical thinking 2. Improve communication 3. Gain new perspectives on complex issues 4. Develop a nuanced understanding of the world Join Ken Woodward and his guests as they explore the transformative power of thoughtful inquiry. Curated Questions is more than just a podcast – it's an invitation to embrace curiosity, challenge assumptions, and unlock your full potential through the art of asking better questions. Subscribe now and embark on a journey to master the craft of inquiry, one question at a time. Website: CuratedQuestions.com IG/Threads/YouTube: @CuratedQuestions
Marketplace Roundtable
Merkitse kaikki (ei-)toistetut ...
Manage series 2505215
Sisällön tarjoaa Seeking Alpha. Seeking Alpha tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
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.
…
continue reading
176 jaksoa
Merkitse kaikki (ei-)toistetut ...
Manage series 2505215
Sisällön tarjoaa Seeking Alpha. Seeking Alpha tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
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.
…
continue reading
176 jaksoa
Kaikki jaksot
×GSL owns a large containership fleet. Management has strong insights into current market conditions.
Torm plc is one of the largest US-listed product tanker firms, with a $3.1B market capitalization.
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.
Frontline is the largest US-listed crude tanker owner with a roughly $5B market capitalization. CEO Lars Barstad talks about current strategy and market insights.
International Seaways' (INSW) management discusses market dynamics, catalysts, and capital allocation, highlighting a shareholder return policy and an active repurchase program.
Latest podcast from J Mintzmyer from Value Investor's Edge.
Navigator Holdings (NVGS) was recently profiled as an emerging top pick at Value Investor's Edge.We recently followed up with the management team to discuss the current market conditions and their strategy into 2023.
Lars Barstad, CEO of Frontline, joined us to discuss the latest trends in the tanker markets along with specific company strategy and capital allocation priorities.
Gary Vogel, CEO of Eagle Bulk, joined us on 17 January 2023, to discuss the latest trends in the market along with specific company strategy and capital allocation priorities.
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.…
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 from a significant investment in Zim Integrated Shipping (ZIM), which they have partially monetized over the past six months. Despite executing in near-perfect form, DAC stock has been stagnant the past few months and has now fallen back to negative territory y/y. This position is one of our top ideas at Value Investor's Edge, and we were very encouraged by the recent authorization of a $100M share repurchase program. DAC short interest has increased this summer and now looks to be a coiled spring ahead of what is expected to be multiple years of consecutive earnings blowouts amidst surging free cash flows. Our current fair value estimate is $125/sh, which implies around 80% upside to recent trading ranges. This interview and discussion of the underlying containership markets is relevant for anyone with container shipping interests or investments, including firms such as Atlas Corp. (ATCO), Costamare (CMRE), Euroseas (ESEA), Global Ship Lease (GSL), Matson (MATX), Navios Partners (NMM), Textainer Group (TGH), Triton Intl (TRTN), and Zim Integrated Shipping (ZIM). Topics Covered (0:00) Intro/Disclosures (1:45) Update on overall containership leasing markets. (6:00) What is the market missing when selling off all these stocks? (8:15) Any restrictions with the share repurchase program? Available now? (10:15) Why $100M for the repurchase program (vs. more or less)? (11:30) Why not just take the company private? (14:15) Review of stock price vs. enterprise valuation. (17:45) Newbuild strategy and overall approach? (21:45) Target charter durations? (24:15) Planned leverage for newbuild assets? (27:30) When might more newbuilds be added? (33:30) Likely economic return from newbuild transactions (ROE, etc)? (36:15) Any potential for secondhand vessel purchases? (37:30) Potential for more vessel sales? Forward sales? (42:30) Dividend policy: potential for a special div or near-term raise? (44:45) Any changes to ZIM divestment policy? (46:00) Charter nuances with HMM extensions, CMA CGM options, etc. (49:00) Repurchase lock-up? Q2 reporting timeline?…
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 the updated shareholder returns program. Genco will pay out nearly 100% of free cash flow going forward and aims to be net debt free by next year. This interview and discussion is relevant for anyone with dry bulk investments or interest in the overall sector, including Diana Shipping (DSX), Eagle Bulk (EGLE), EuroDry (EDRY), Grindrod Shipping (GRIN), Golden Ocean (GOGL), Navios Maritime Partners (NMM), Pangaea Logistics (PANL), Safe Bulkers (SB), Seanergy Maritime (SHIP), and Star Bulk Carriers (SBLK). Topics Covered (0:00) Intro/Disclosures (1:45) Dry bulk market overview (6:00) Additional color on China dynamics and Ukraine impacts? (10:45) Updated views on market vs. early-2022 expectations? (14:30) Will elevated opex levels remain going forward, or just a one-off? (17:45) Update on scrubber spreads and company strategy? (21:30) Any interest in secondhand vessel acquisitions? (23:30) Desire to further reduce debt or still targeting net debt zero? (25:30) Any interest in repurchases? (27:30) Discussion on the merits of zero net debt strategy. (35:45) Review of newbuild markets, any interest here? (39:00) Why invest in GNK vs. other dry bulk peers?…
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 Ukraine invasion on midsize trade routes in grain and coal. We also reviewed the economics of SBLK's scrubber program and current capital allocation priorities. This interview and discussion is relevant for anyone with dry bulk investments or interest in the overall sector, including Diana Shipping (DSX), Eagle Bulk (EGLE), EuroDry (EDRY), Genco Shipping (GNK), Grindrod Shipping (GRIN), Golden Ocean (GOGL), Navios Maritime Partners (NMM), Pangaea Logistics (PANL), Safe Bulkers (SB), and Seanergy Maritime (SHIP). Topics Covered (0:00) Intro/Disclosures (1:00) Current dry bulk market conditions and prospects? (5:30) More net optimistic or concerned about China developments? (7:30) Midsize has been steady - will Ukraine disruptions threaten rates? (10:00) More bullish vs. our last discussion in January 2022? (11:30) Are asset values getting overextended? (13:45) Are demolition values sustainable or too high? (16:45) How long would it take to order newbuild vessels? (18:00) Scrubber economics? Any desire to lock in the profit spread? (22:00) Capital allocation priorities: Will SBLK be paying down more debt? (25:15) Which dry bulk vessels are currently the most attractive? (27:00) Logic behind the share sale and repurchase arbitrage? (29:00) Any share issuance planned outside of direct asset purchases? (30:00) Potential to repurchase shares? Needed criteria? (32:00) What differentiates SBLK from peers? Why invest here? (36:45) Promising propulsion technologies or other ESG projects? (39:00) Risk of significant share overhang due to large Oaktree position?…
Tervetuloa Player FM:n!
Player FM skannaa verkkoa löytääkseen korkealaatuisia podcasteja, joista voit nauttia juuri nyt. Se on paras podcast-sovellus ja toimii Androidilla, iPhonela, ja verkossa. Rekisteröidy sykronoidaksesi tilaukset laitteiden välillä.