Dear fellow value investors, We will be taking a brief scheduled pause in publication next week. During this period, we will not be issuing new research. This short interval is intended to allow for internal review, analysis consolidation, and preparation of upcoming work. Normal publication will resume on Tue, 30
Dear fellow value investors, Today, we will discuss the company Okeanis Eco Tankers Corp., with ticker symbols ECO (on the NYSE) and OET (on the Oslo Stock Exchange). The company operates in the tanker sector of the shipping industry. The Q1 2026 results for the tanker shipping companies were very
Dear fellow value investors, Please see below the performance of the model portfolio versus the S&P 500 as of 12th June 2026: As you can see, the model portfolio’s YTD (since 01 Apr 2026) is 7.01 per cent versus the S&P 500 performance of
Dear fellow value investors, Today’s company operates in a niche that is neither the dry bulk nor the tanker segment, but in a segment known as combined carriers (or OBO vessels — Ore/Bulk/Oil). Namely, these carriers can transport both liquid and dry bulk cargoes. And this particular competitive
Dear fellow value investors, Today, we are going to dive into a company operating in the RoRo (Roll-on/Roll-off) segment of the shipping industry. This company owns and manages PCTC (pure car and truck carrier) vessels. In other words, Höegh Autoliners ASA transports cars, trucks, breakbulk, and heavy
Dear fellow value investors, We continue to analyse businesses in the shipping industry, getting familiar with them, understanding how they function, and how they produce cash (as value investors, we are most interested in the cash flow from operating activities) from their core business spheres. And even if they turn
Dear fellow value investors, Today, we will analyse the results of Q1 2026 for DHT Holdings, Inc. (DHT) and apply the NAV valuation. We will examine what the subject business’s stock price offers in comparison to its intrinsic value. In general, this company, along with other companies engaged in