An Investor Looks at the Space

As an industry insider, we perhaps think too much or maybe not. We focus more on the micro – looking at the shipping markets, commodity driven demand and supply. In our world, the macro is beyond our ken and will take care of itself. We are part of the shipping industrial complex and for that reason we are somewhat jaded in our views. We have sat through innumerable investor presentations and wondered what are the investors thinking? How do they look at our world? What attracts them and where are the opportunities? And, most importantly, how and why do they invest?

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