Why J Mintzmyer is short Walmart and long 3 shipping stocks

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

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Published on 7 months ago

Podcast Episode Details