Author: 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 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 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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