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STOCKS, STRATEGIES

J Mintzmyer, PhD

Founder and President,

Value Investor's Edge

  • Shipping Industry Expert Over Decade of Coverage
  • Founder of Value Investor's Edge
  • Frequently Quoted Analyst and Industry Conference Presenter

About J

J Mintzmyer, PhD, is a renowned shipping analyst and founder of Value Investor's Edge ("VIE"), an independent buy-side research platform. He is a frequent speaker at investment conferences, quoted regularly in trade journals, and hosts a popular podcast featuring shipping industry executives. The long-only shipping model portfolios hosted on VIE have delivered a 43% IRR over the past seven years (approximately 12 times cumulative), and Dr. Mintzmyer is the go-to expert for all shipping-related trading and investment topics. VIE also offers a high-yield income model that has outperformed the market by more than 15% annually over the past seven years, with an average yield of 7-8%.


J's Videos

Tariffs! Sanctions! Trade War with China! Now might seem like a terrible time to invest in shipping stocks, but this is exactly why savvy investors are seeking out selective picks from the team of experts at Value Investor's Edge ("VIE"). VIE's exclusive long-only model portfolios have produced a 38% annualized return (over 22x cumulatively!) over the past 10 years since the research shop was established in mid-2015. Join this session to learn from J Mintzmyer, the founder of VIE, who has a PhD from Harvard University, specifically focused on sanctions and trade flow impacts. He will share the latest macro insights, provide a review of key sectors, and discuss a top research pick that has more than 50% upside potential over the next 3-6 months. Don't miss this opportunity to learn from a global expert and profit from contrarian investment picks while the rest of the herd is busy chasing crowded ideas in popular segments! 

Maritime shipping continues to massively outperform the market during 2023 and the situation is even more dynamic than ever as conflict rages in the Middle East, disruptions continue around Ukraine, China attempts to regain economic footing, and the rest of the world remains uneasy. This level of uncertainty and volatility provides investors with some excellent value opportunities from some of the more overlooked names in the sector. Join us for the latest updates and top picks across some of the key shipping segments, with particular focus on crude tankers, product tankers, and dry bulk carriers. Learn more about our long-only model portfolios at Value Investor's Edge, which have returned 133% in 2021, 55% in 2022, and are up another 42% YTD in 2023. J Mintzmyer, Founder of Value Investor's Edge, will share some of his current top picks across the sectors along with exclusive research insights. You won't want to miss this one! Previous picks from the last three years of Money Show events have outperformed the S&P 500 by more than 300%, and J will share some of his latest picks for free!

Maritime shipping has recently been in the spotlight due to supply constraints, port congestion, Ukraine War impacts, lingering COVID-19 disruptions, and numerous other factors. However, the common narrative has been that 'the shipping bull market is over,' but this couldn't be further from the truth! Join us for the latest updates and top picks across the key shipping sectors, including tankers, dry bulk, and containers. Learn about the long-only model portfolios at Value Investor's Edge, which have returned 133% in 2021, 55% in 2022, and are up another 33% YTD as of August 2023. J Mintzmyer, Head of Research at Value Investor's Edge, will share some of his current top picks across the sectors. You won't want to miss this one! Previous picks from the last three years of Money Show events have outperformed the S&P 500 by more than 300%, and you will receive the latest updates and picks for free.
Maritime shipping has recently been in the spotlight due to supply constraints, demand dislocation, port congestion, and several other factors. Although containerships have had their moment in the sun and the supercycle seems complete, there is a serious vessel supply shortage looming in other segments including the dry bulk and tanker sectors, further compounded by uncertainty around Russia oil sanctions and the related oil price cap, which could manifest into outsized gains for savvy investors. J Mintzmyer, a renowned global maritime shipping expert, will walk investors through key industry segments and offer insights on which segments and companies appear best positioned for trades or investments during 2023. Join me for the latest global trade commentary as well as an educational seminar on a fascinating, but often overlooked, a key segment of the global economy. You won't want to miss this one: J's curated shipping model portfolios returned an average of 136% in 2021 and 55% in 2022. Many of these top picks were shared on previous MoneyShow events!