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+42 | Compiled Bondarb's Comment History | 5 | 1d | |
+34 | T2 Hedge fund or T1 LO/AM? | 11 | 2d | |
+31 | Non-GAAP Income Statement | 6 | 1d | |
+22 | Thoughts on MMF | 10 | 1h | |
+21 | Are most HF opportunities actually not in L/S equities? | 9 | 3d | |
+19 | How do you get up to speed as a consultant on finance? | 3 | 1d | |
+19 | Top LO AM culture, comp, exit opps, etc. | 4 | 2d | |
+18 | Differentiation | 3 | 5d | |
+18 | How to Structure Bonus Comp for Analyst | 5 | 14h | |
+17 | MLP portfolio manager guaranteed payouts? | 18 | 1h |
Career Resources
go through @mintzmyer tweets
Bump - have been following this one as well
As an update- I have looked at varying capacity by country, segmented by trade region, looked at vessels overdue to be retired.
believe they have a decent amount of cash
They do have a lot of cash and assets; there could be a case that they are trading below liquidation value.
A lot. Thesis revolves around repurchase of fleet. /part of
Bump
as an update, very very complex model rn. Seems street is effectively placing a 40% ish hit to TEU prices at these levels.
I do not really understand why the extreme bearish nature.
Thanks for the post - I’m actively tracking this name as you called out. Do you want to DM me so we can easily share thoughts?
Plz do I don’t know how to do so
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