Quicky on Wartsila (WRT1V)

(quickly abandonend)

Book-review: The shipping man

An easy to read book telling the story of a hedge fund manager stumbling in the shipping industry, which is very cyclical.

Food for Thought #52 // Links: 2021 review edition

Includes: ports, Japan, hydrogen, TPG & PE models, and a bunch of 2021 reviews

Quicky on ZIM Integrated Shipping (ZIM US)

Global supply chains are still in disorder and shipping rates are ‘sky high’, providing record profits for container liners operating at sea …