Author: Chris MacIntosh

Weekly Recap
Chris MacIntosh

Thank God For “Mail”

Mail thinks this is junk. Mail is smart. I propose we put “mail” onto Goldman, who it’s nice to see are squirming over the seemingly unimaginable fraud which they actively assisted in perpetrating robbing the 1MDB Malaysian sovereign wealth fund of some $5 billion. If you think Way Gilstrap (above)

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Insider
Chris MacIntosh

An Overlooked Shipping Bargain

Investing View: Bullish dry bulk shipping Application of View: Buy Pacific Basin Shipping (2343.HK) Fundamental Basis: The fundamentals for dry bulk shippers have improved dramatically over the last three years and we believe that this trend of improving fundamentals will continue for the next 5 years at least. However, the market is

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Insider
Chris MacIntosh

Insider Weekly: No Worries, Mate

Hello, and welcome back! I love how things feel just after rainfall as the sun is coming out. And that was what we had here. I took this shot some weeks back just before my family and I set off to conquer what is called the Northern circuit — a 4 day

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Insider
Chris MacIntosh

Insider Portfolio Review: Part 2

This is the second installment of a three-part series where we review the Insider portfolio, our views on the themes, and ways of expressing those views. This is a reference where subscribers can quickly gain an understanding on: sectors where we have a bullish or bearish view, the reasoning behind

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