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Short DHT Holdings
DHT Holdings (DHT) is in the business of crude oil transportation. The company operates a fleet of 23 VLCCs.
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Nov 22, 20223 min read
Global Ship Lease Sentiment Bottom
Global Ship Lease (GSL) today announced that its adjourned Annual Meeting of Shareholders was convened on October 7, 2022, but failed to...
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Oct 8, 20222 min read

Company Profile – Tinplate Co of India
The Tinplate Company of India (NSE:TINPLATE) is a classic Warren Buffet style value stock. The company has a 60% market share of the...
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Sep 8, 20223 min read

Deep Dive into the Cheniere Energy Short Trade
For ongoing coverage, follow me on my Telegram page I put on the Cheniere Energy short trade during market hours on 8/24. I didn’t have...
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Aug 25, 20224 min read
Sell Canagold Resources
Sell Canagold (CCM.TO) at 24 cents The AGM was on 7/19, results were announced on 7/20. Over a month later, Sun Valley hasn't put forth...
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Aug 25, 20221 min read

Short Cheniere Energy (LNG)
Note: This post was written and sent to Telegram subscribers during market hours on August 24th. To receive real-time updates from me,...
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Aug 24, 20223 min read

Trade Update - West Fraser Timber
U.S. housing starts near 1-1/2-year low; factory output rebounds From the Reuters article: Single-family housing starts, which account...
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Aug 23, 20223 min read
Trade Update - BW LPG
BW LPG (BWLPG) reports Q2 results on the 29th. The company is the largest public listed owner of very large gas carriers, with a fleet of...
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Aug 23, 20221 min read

ZIM: More Bullish Than Ever
Long-time readers know I have been writing about the containership and freight trade since May last year. I recommended Zim Integrated...
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Aug 20, 20223 min read

Grindrod Shipping Breaks Out
Grindrod Shipping (GRIN), which we closed during the June carnage broke out on reporting Q2 earnings. We exited at $19.25, which was...
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Aug 19, 20223 min read

Special Situation Alert - Canagold Resources (CCM.TO)
Samuel Clemens is known to have said that a gold mine is a hole in the ground with a liar on top. In the world of mining stock promotion,...
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Jul 21, 20226 min read
Short Credit Acceptance Corp (CACC)
For more background on this trade, check out my Telegram page. "Since beginning our share repurchase program in mid-1999, we have...
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Jun 7, 20223 min read
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