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 Mar 19, 2020
Thursday Mar 19, 2020
The last time J Mintzmyer and Value Investor's Edge hosted a virtual investor forum featuring industry analysts, management teams, and investors, all the way back in January 2020, it was like another world. IMO 2020 was still the buzzword, post New Year cyclicality was driving behavior, and coronavirus looked like it was a local issue in China. A lot has changed in two months. As Mintzmyer and the VIE team gather a new round of participants for a COVID-19 and Oil Price War focused forum this week, one of the themes is how that situation has changed. And there's no better place to start than with International Seaways (INSW). CEO Lois Zabrocky and CFO Jeff Pribor took part in the first forum - it was our most recent VIE episode posted - so it offers an easy compare and contrast. Topics Covered 2:00 minute mark: What is the immediate impact of COVID-19 to your markets? 3:15 - How much follow-on activity is coming out of China? 4:45 - Any non-traditional routes developing due to the oil price war? 6:00 - How does INSW benefit from this market? 8:00 - Is the Suezmax market benefitting from this strength? 10:45 - How is the Panamax market performing now? 12:00 - MR product tanker market update? 13:45 - Any indications of potential product market storage? 14:45 - Have you adjusted your operations, shoreside and at-sea for COVID? 17:30 - IMO 2020 transition and scrubber update? 21:15 - Current timeline of scrubber installations in China (60 days!) 22:30 - Can you delay or back-out of scrubber installations? 25:00 - What is your current and target balance sheet leverage? 28:00 - Restrictive covenants in the current debt facility for repurchases? 29:45 - Commentary on dividends and share repurchases?
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