'Macro drives everything' Julian Lin and Romil Patel on ZIM Integrated
!['Macro drives everything' Julian Lin and Romil Patel on ZIM Integrated](https://d3wo5wojvuv7l.cloudfront.net/t_square_limited_480/images.spreaker.com/original/d23c3f95c1a4b87759dfb2acec18b423.jpg)
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Descripción
Romil Patel and Julian Lin lay out their investment views on ZIM Integrated (https://seekingalpha.com/symbol/ZIM?source=ie_podcast:zim_macro_drives_everything_julian_lin_romil_patel). - (1:00) Pay attention to why shareholders buy into a stock - (7:00) Freight rates have...
mostra más- (1:00) Pay attention to why shareholders buy into a stock
- (7:00) Freight rates have plummeted and ZIM has turned from a cash flow monster to generating zero profits
- (23:00) Is management aligned with shareholders?
- (32:00) Shipping sector - why macro drives everything
ZIM: The Value Trap Has Finally Been Exposed
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Episode transcripts on Seeking Alpha
Información
Autor | Seeking Alpha |
Página web | seekingalpha.com |
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