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 Dec 12, 2019
Thursday Dec 12, 2019
Greg Zikos, CFO of Costamare (CMRE) joined Value Investor's Edge to discuss the containership markets and specific company prospects and capital allocation priorities. This interview and discussion is relevant for anyone with containership investments or interests, including Capital Product Partners (CPLP), Danaos Corp (DAC), Global Ship Lease (GSL), Navios Maritime Containers (NMCI), and Seaspan Corp (SSW). Topics covered 1:25 minute mark - Market review: Strong rates vs. Trade War Concern 5:45 - What is your scrubber plan for IMO 2020? Approach for capital spending? 9:45 - What are the biggest risks/concerns for this market? 12:15 - How does the supply-side look? Concerned about newbuilds? 14:15 - Have you seen any interest in LNG-fueled ship transactions? 16:10 - What is the most attractive area to invest in for containerships? 18:35 - What are your current leverage levels and long-term targets? 23:15 - What are your priorities for capital allocation? Dividends? 26:35 - Ready to raise the dividend yet, or need more growth? 28:55 - How are the longer-term charter markets shaping up?
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