Sector
Transportation
Airlines, shipping, railroads, and ground transportation.
Stock Market Review #15
2025 – Week 23
Special Situations Monitors 2025 – Week 23 Shipping Monitors 2025 – Week 23 VLCC The market plunged further this week, although a floor seems to have been found and rates in the Middle East Gulf and West Africa have arguably started to rebound. The rate for the 270,000 mt Middle East Gulf to China trip […]
May 10 2025
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So long, Warren (Weekly summary 10/05)
Este contenido es solo para miembros.Únete ahora¿Ya eres miembro? Accede aquÃ
Warrior Met Coal
Growth at >50% IRR
Warrior Met Coal
Crecimiento a IRR < 50%
19 April 2025
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2025 – Week 14
Este contenido es solo para miembros.Únete ahora¿Ya eres miembro? Accede aquÃ
Liberation day (Weekly summary 29/03/2025)
Our prediction, shared at the beginning of the year in the positioning and ideas for 2025 article, is starting to materialize.
The FED must cut (Weekly summary 22/03/2025)
This week has been very active in terms of video content creation. I took part in an episode of Rompiendo el Mercado alongside Edgar and, most notably, conducted an interview with the CEO of Dynacor, one of our core positions.
La FED debe recortar (22/03/2025)
Esta semana ha sido muy activa en la creación de vÃdeos, habiendo participado en un episodio de Rompiendo el Mercado junto a Edgar y, especialmente destacable, realizando una entrevista al CEO de Dynacor, una de nuestras principales posiciones.
Trump 2.0 (Weekly summary 15/03/2025)
There have been quite a few interesting events to analyze this week, and below I list the most noteworthy news.
