STOCKS, STRATEGIES

J Mintzmyer

Head of Research,

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 is a renowned maritime shipping analyst who directs the Value Investor's Edge ("VIE") research platform on Seeking Alpha. He is a frequent speaker at industry conferences, is regularly quoted in trade journals, and hosts a popular podcast featuring shipping industry executives. Mr. Mintzmyer also hosts regular "Virtual Investor Forums," which are a must-attend for anyone interested in the shipping and infrastructure industries.

J's Videos

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!

Maritime shipping has recently been in the spotlight due to supply constraints, demand dislocation, port congestion, and several other factors. Although container ships 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, 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!

Global maritime shipping sectors have massively outperformed the markets over the past two years due to supply chain issues and ongoing disruptions from the conflict in Ukraine. The ongoing geopolitical instability is adding to these bullish market conditions, as shipping is one of the very few industries that generally tends to benefit from disruptions and market inefficiencies while also serving as an effective inflation hedge! J Mintzmyer, a renowned global maritime shipping expert, will walk investors through key industry segments and offer insights about which segments and companies appear best positioned for near-term cyclical events as well as for long-term investments. Join for the latest global trade commentary as well as an educational seminar on a fascinating, but often overlooked, key segment of the global economy. You won't want to miss this one: J's curated model portfolios returned an average of 136% during 2021 and he is outperforming the market by nearly 60% YTD as of June 2022.

Global maritime shipping sectors have performed well over the past year as investor attention returns to global recovery trends while tight supply chains have led to surging profits. Several segments of the global logistics industry are enjoying near-record profits and cash flows, but the outlook is improving even further during 2022. The ongoing geopolitical instability is adding to these bullish market conditions as shipping is one of the few industries that generally tends to benefit from disruptions and market inefficiencies. J Mintzmyer, a renowned global maritime shipping expert, will walk investors through key industry segments and offer insights about which segments and companies appear best positioned for near-term cyclical events as well as for long-term investments. Join for the latest global trade commentary as well as an educational seminar on a fascinating, but often overlooked, key segment of the global economy. You won't want to miss this one: J's curated model portfolios returned an average of 136% during 2021 and he is outperforming the market by nearly 40% YTD in 2022!