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Weekly rollup | May 09-15 2022
Stocks Mentioned: International Seaways (INSW), Valero Energy (VLO), MPC Container Ships (MPCC.OL), Scorpio Tankers (STNG), Hafnia...
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May 16, 20227 min read


Short Valero Energy (VLO)
Valero is a Texas based refiner which owns 15 petroleum refineries located in the U.S., Canada, and the U.K. with a combined throughput...
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May 10, 20223 min read


Weekly rollup | May 02-08 2022
Stocks Mentioned: Credit Acceptance Corp (CACC), Weyerhaeuser Co (WY), Ardmore Shipping (ASC), Scorpio Tankers (STNG), Dorian LPG (LPG),...
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May 9, 20229 min read


Weekly rollup | April 25-May 01 2022
Stocks Mentioned: Hafnia (HAFNI.OL), Packaging Corporation of America (PKG), Newmont (NEM), Valero Energy (VLO), Teck Resources (TECK),...
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May 2, 202212 min read


Weekly rollup | April 18-24 2022
Stocks Mentioned: Victoria Gold (VGCX.TO), West Fraser Timber (WFG), Knight-Swift Transportation (KNX), Newmont (NEM) For ongoing...
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Apr 25, 20225 min read


Weekly rollup | April 11-17 2022
Stocks Mentioned: None For ongoing coverage, follow me on my Telegram page April 12 2022 Container shipping at the crossroads: The big...
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Apr 18, 20221 min read


Weekly rollup | April 04-10 2022
Stocks Mentioned: Ardmore Shipping (ASC), Global Ship Lease (GSL), Rayonier (RYN), Euronav (EURN), Frontline (FRO), BW LPG (BWLPG.OL),...
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Apr 11, 20227 min read
Still bullish the containership sector
Originally published in the Against All Odds Research April 2022 Issue. I've been talking about the different segments of shipping for a...
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Apr 5, 20221 min read


Weekly rollup | March 28-April 3 2022
Stocks Mentioned: Tellurian (TELL), International Paper (IP), ZIM Integrated Shipping Services Ltd (ZIM), Exmar NV (EXM), MPC Container...
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Apr 4, 20224 min read


Weekly rollup | March 21-27 2022
Stocks Mentioned: ApeCoin (APE), Alexco (AXU), Artemis Gold (ARTG.V), Adventus Mining (ADZN.V), Sabina (SBB.TO), MPC Container Ships...
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Mar 28, 20226 min read


Weekly rollup | March 14-20 2022
Stocks Mentioned: Alexco Resource (AXU), Sprott Physical Uranium Trust (U.UN) For ongoing coverage, follow me on my Telegram page March...
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Mar 21, 20227 min read


Weekly rollup | March 7-13 2022
Stocks Mentioned: Tellurian (TELL), Golden Ocean (GOGL), Zim Integrated Shipping (ZIM), Danaos (DAC) and Solar ETF (TAN) For ongoing...
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Mar 14, 20224 min read
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