J Mintzmyer (@mintzmyer) is a renowned maritime shipping analyst who directs the Value Investor's Edge ("VIE") research platform on Seeking Alpha. He stopped by The Business Brew to discuss the shipping industry. J is a frequent speaker at industry conferences, is regularly quoted in trade journals, and hosts a popular podcast featuring shipping industry executives. Mr. Mintzmyer also hosts regular "Virtual Investor Forums," which are a must-attend for anyone interested in the shipping and infrastructure industries. As Head of Research at Value Investor's Edge, his trades and model portfolios have outperformed the shipping sector average for 6 consecutive years and have beaten the Russell 2000 for 5 of the past 6 years. J has earned a BS in Economics from the Air Force Academy, an MA in Public Policy from the University of Maryland, and is a PhD Candidate at Harvard University, where he researches global trade flows and security policy. This episode is brought you by Koyfin, one of the fastest-growing platforms for financial data and analytics to research stocks and understand market trends. Check out Koyfin.com to see what a Bloomberg-lite, with tons of high-quality fundamental data and a powerful graph engine looks like.
Value Investor's Edge Live #35: Containership Surge - Update From J Mintzmyer, Interview With Daniel Shvartsman
In this special edition of the Marketplace Roundtable, Daniel Shvartsman interviews J Mintzmyer, Head of Research at Value Investor's Edge. J reviews the containership sector, the latest market conditions, and outlines the bullish thesis in the containership sector. The discussion reviews sector dynamics along with several top picks in the sector. The shipping sector is off to a very strong start in 2021, with YTD model portfolio returns of 136.6% (Speculative Plays) and 69.4% (Best Risk/Reward) on J's exclusive research platform: Value Investor's Edge.Topics Covered 2:30 – Catching up on the containership market 5:30 – The myths around containerships 10:00 – The impact of the underlying ZIM stake on Danaos Corp (DAC) 12:00 – Supply chain gives and takes for the containership sector 17:30 – Not anchoring on the price 19:00 - Why containership stocks don’t directly follow rates 22:30 – Interest rate risk and inflation risk for containership lessors 26:30 – Valuing these companies given the cyclical nature of the business 32:00 – Favorite names for investors and traders 35:00 – Bear case scenarios for containerships 37:30 – Broad review of other shipping segments Learn more about your ad choices. Visit megaphone.fm/adchoices
Maritime shipping expert J Mintzmyer @mintzmyer sits down with Zach and educates him on his research process and what makes Value Investor's Edge unique as a trading tool. Join Project Impact to watch more great Traders4ACause content, and support our mission! https://impact.traders4acause.org/join All proceeds benefit Traders4ACause, a 501(c)(3) non-profit organization.
#89 J Mintzmyer - How To Invest And Understand Shipping
J. Mintzmyer has researched the shipping industry for over a decade, and founded Value Investor's Edge, a top-ranked deep value research service in 2015, with the goal of establishing a top-tier community of deep value investors.In this episode, we learn how J found a passion for shipping, the typical blindspots for new shipping investors, what seperates good from great management, and his best advice for people that want to become great in a research field. Check out Value's Investors Edge here: www.mintzmyer.comI hope you enjoyed this episode and learned something new. If you have the time please leave a review and share it with your friends and your network.If you want to get in touch with me - contact me on Twitter at https://twitter.com/ChrisVonheim And make sure to subscribe to my YouTube Channel: Christophervonheim Help Us Make Better Episodes With A Small Donation. See acast.com/privacy for privacy and opt-out information.
J Mintzmyer joins me to talk all things shipping stocks and investing in shipping. J Mintzmyer (@mintzmyer) is a renowned maritime shipping and deep value specialist with over 10 years of maritime sector expertise. J is the Head of Research at Value Investor's Edge where he has outperformed the shipping sector average for 6 consecutive years and has beaten the Russell 2000 in 5 of the past 6 years. J has earned a BS in Economics from the Air Force Academy, an MA in Public Policy from the University of Maryland, and is a PhD Candidate at Harvard University. I've known J virtually for almost a decade via Seeking Alpha and we've also collaborated together for charitable events with Traders4ACause including at conferences in Las Vegas and New York. J's service, Value Investor's Edge has two-week free trials available for anyone who is interested in learning more via this link. The QTR Podcast is a completely, 100% listener supported podcast that is always going to be free. YouTube does not let me monetize my videos on the site and the podcast is full time work which will never have ads in the middle of it. If you enjoy the content, please support the QTR Podcast in any or all of the following ways:A small recurring donation via:Patreon: https://www.patreon.com/QTRResearch One time donations can also be sent via:Bitcoin: 3G25NvNbGZsaDfoxTBzRFticKa4LDUeBpkPaypal: https://www.paypal.me/qtrresearch QTR MERCH is available here. You can also follow me on YouTube, and Twitter.THANK YOU TO ALL OF MY KIND PATRONS. Please show love to those who support the QTR Podcast: George Gammon - Rebel Capitalist Pro - Twitter: @GeorgeGammon JM Bullion - where QTR buys gold & silver - Twitter: @JMBullion The Trader's Path - no BS trading service - Twitter: @PLHStock Sang Lucci & Wall St. Jesus — The Steamroom — Twitter: @wallstjesus and @sanglucci Corvus Gold - http://www.corvusgold.com Investors Underground - day trading community - Twitter: @investorslive Ken R Chris Bede - Twitter: @cbede Nicholas Parks Matthew Zimmer J Mintzmyer - Twitter: @mintzmyer Russ Valenti - Twitter: @russellvalenti Creighton TitusLongest Running Supporters Max Mulvihill - Since 2/2018 Kyle Thomas - Since 4/2018 Chris Bede - Since 5/2018 Dariusz Kordonski - Since 5/2018 Chris Gerrard - Since 5/2018 All podcast content is subject to this disclaimer. Chris is not an investment adviser. QTR is long gold and silver. Listeners should always speak to their personal financial advisers. Please leave me alone.
The Value Investor's Edge Live #22: Time To Bet Heavily On Energy With J Mintzmyer and Michael Boyd
Michael Boyd, Head of Research at Energy Income Authority, joined J Mintzmyer's Value Investor's Edge Live on November 6, 2020, to discuss the post-election energy market prospects and opportunities into 2021 and beyond. This interview and discussion is relevant for anyone with interest in the broad energy sectors, including the overall SPDR Energy ETF (XLE) and income-focused funds such as the Alerian (AMLP). Specifically in this interview, we discuss several individual names including Altus Midstream (ALTM), Calumet Specialty Products (CLMT), Cimarex Energy (XEC), DCP Midstream (DCP), Diamondback Energy (FANG), Energy Transfer (ET), ExxonMobil (XOM), Plains All American (PAA), RPC Inc (RES), Schlumberger (SLB), and Targa Resources (TRGP).Topics Covered (<3:15) Intro/Disclosures (3:30) What does Biden Presidency and GOP Senate mean for energy? (6:30) Any risk to an energy export ban/shift? (8:30) Discussion on valuation levels and approaches. (18:00) What are your favorite sectors vs. avoids? (25:00) Top picks and a short candidate ideas to hedge? (32:45) You're negative on oil services: what about Schlumberger (SLB)? (35:45) Any views on ExxonMobil (XOM)? Are they attractive here? (39:15) Updated commentary on Altus Midstream (ALTM) after the triple? (46:45) Any firms which could be the ‘next ALTM?’ (51:15) Any top picks without K-1 exposure? (53:30) How will the divestment wave play out? Interest in crude oil itself? (1:00:30) Overview of the Energy Income Authority research platform. Learn more about your ad choices. Visit megaphone.fm/adchoices
MI056: The Shipping Industry and Deep Value Investing with J Mintzmyer (Investing Podcast)
Millennial Investing - The Investor’s Podcast Network
The Investing Edge: Akram's Razor Interviews J Mintzmyer On The Tanker Trade
The Razor's Edge
In the most ambitious crossover event in Seeking Alpha podcast history, we turn the tables around. J Mintzmyer joins Akram's Razor and Daniel Shvartsman to talk the tanker trade, which is a hotly discussed topic in the markets these days. While the tanker rates and industry set up would seem to align with a generational shift, share prices have yet to pick up. Recorded at the beginning of a busy week for shipping sector earnings, it should provide some interesting background for people looking at this trade and the sector more generally.Topics Covered2:00 minute mark - The endurance of the shipping cycle12:00 - Mean reversion for Value?18:00 - The oil crash and commodity ETFs22:00 - The abnormalities in this cycle27:00 - How supply and demand have lined up31:00 - Investor reactions35:30 - The Macro context46:00 - Dry bulk woes49:30 - Talking the downside in the tanker trade54:00 - The management and capital allocation question58:00 - Getting down to some picks
Marketplace Roundtable #60: A Surprising Shipping Catalyst With J Mintzmyer
We spoke with J Mintzmyer about the shipping sector in June, when sentiment was at a low. There's been quite a turn since then, and after another Marine Money event we speak with him about what's changed and where investors' focus is. ESG (Environmental, Social, and Corporate Governance) investing was a major topic, but as a positive driver for the sector in the way that IMO 2020 has been, rather than as a problem. You can read J's full write-up of the conference here.Topics Covered 2:00 minute mark - The turnaround in shipping sector sentiment and optimism over pending regulations 5:00 - Shipping companies role in innovation 8:00 - Divestment pressure and the Poseidon Principles 14:00 - IMO 2020's impact and what it means for future regulations 20:00 - Consolidation in the sector 25:30 - LNG as a bridge fuel - yea or nay? 29:00 - Names that stood out - Star Bulk Carriers (SBLK), Dorian LPG (LPG), and Scorpio Tankers (STNG) Learn more about your ad choices. Visit megaphone.fm/adchoices
Marketplace Roundtable #45: J Mintzmyer Interviews Michael Boyd About Energy
In today's special edition of the Marketplace Roundtable Podcast, we feature a table-turner: J Mintzmyer, author of Value Investor's Edge, is the interviewer this time, as Michael Boyd of the newly renamed Energy Income Authority joins him to discuss the opportunity in the energy sector, why he's focusing on that segment, and what parts he is avoiding or looking for buys in. Learn more about your ad choices. Visit megaphone.fm/adchoices