The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader, tech enthusiast, meat lover, Marvel fanboy, battle tested activist short-seller and humble market servant, and by Daniel Shvartsman, VP of Content at Investing.com and someone who has seen thousands of investing pitches and ideas and how they play out over the past decade. The duo start with a theme or idea from Akram’s investing, then break it down to understand what goes into the idea, what could go wrong, and what else investors and traders need to know. They also interview industry leaders, executives, and other investors to get a wider perspective. The show has thousands of listeners around the world.
Episodes
Thursday Oct 03, 2019
Thursday Oct 03, 2019
Robert Bugbee, President of both Scorpio Tankers (STNG) and Scorpio Bulkers (SALT) joined Value Investor's Edge Live's inaugural episode on Thursday morning (1 August 2019) along with James Doyle, Senior VP and Chief Financial Analyst for Scorpio Group to discuss the product tanker and midsize dry bulk markets. This interview and discussion is relevant for anyone with product tanker investments including Ardmore Shipping (ASC), Diamond S (DSSI), Navios Maritime Acquisition (NNA), Torm (TRMD), and Tsakos Energy Navigation (TNP). Topics covered Start of discussion / When will IMO 2020 show up? 2:45 minute mark Increased interest from suppliers/customers: 6:45 How is the midsize bulk market looking? 9:00 What might SALT do with STNG holding? 15:15 IMO 2020 as a major catalyst: 22:30 Can installations of scrubbers be sped up? 24:30 Any surprises or dislocations with scrubber installations? 28:00 What sort of spreads are we expecting? 29:15 Discussion of particular blends/logistics (dirty/clean)? 32:00 Will VLCC deliveries hurt the product tanker market? 36:30 When will Scorpio Bulkers be comfortable repurchasing? 38:45 Timing of repurchase and 'game theory:' 41:00
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