Deep Dive: Undervalued dry bulk shipping stock compared to its NAV with a strong balance sheet
(published on Substack on 03 Apr 2026)
Read more
Announcement
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
Deep Dive: Pacific Basin Shipping Limited (ticker symbol: 2343.HK)
Deep Dive: Okeanis Eco Tankers Corp. (ticker symbols: OET / ECO)
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
Model Portfolio update and Deep Dive: Cmb.Tech NV (Ticker symbol: CMBT)
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