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
Wednesday Feb 05, 2020
Wednesday Feb 05, 2020
On January 17th, Value Investor's Edge Live spoke with Adrian Economakis, COO of VesselsValue, about the shipping markets and particular asset pricing cycles. Adrian reviewed some of the features of their research platform, which include trade analytics and a full database of all vessels and transactions. He also discussed some of the key observations from a review of asset cycle pricing across sectors. Tankers were on a run and not particularly cheap at the time, whereas there is some intriguing deep value opportunities in some ancillary shipping sectors such as Panamax Containerships and Offshore Support Vessels. Topics Covered 1:00 minute mark - Background of VesselsValue? What research features are available? 5:45 - How accurate have are the valuations compared to deals? 9:15 - Which asset classes are the most depressed? Deep value plays? 20:30 - Views on tanker asset values versus historical levels? 25:00 - Discussion on demand indications in the market. 30:00 - Vessel tracking models- storage impact? 31:30 - What are the COSCO ships doing? Laid up? Storage? 34:00 - IMO 2020 market impacts thus far? Scrubber installations? 39:30 - Specific scrubber metrics and valuations for IMO 2020? 44:10 - Any other risks or weird activity to watch out for? 46:00 - Commentary on the latest VLCC resale levels ($105-$107M)?
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