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'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
ZIM: The Value Trap Has Finally Been Exposed
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Episode transcripts on Seeking Alpha
Published on 2 years, 5 months ago