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March 13, 2020

What Crash?? Buy Tankers…

Published by Kuppy at March 13, 2020
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Long-time readers of this site know that I have a sweet spot for tankers. This is because I know from experience just how volatile they can be to the upside. Meanwhile, with a few exceptions, they trade at the largest discounts to NAV that I can remember, giving you an incredible margin of safety—especially with repaired balance sheets and charter rates spiking to all-time Read More
Categories: Investments
Positions Mentioned: DHT, EURN, LPG, STNG, TNK
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October 2, 2019

Getting Ready For The Stock Market Crash…

Published by Kuppy at October 2, 2019
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It is something of a tradition amongst market commentators to make bold stock market calls because they gain you notoriety if you get it right. Over here at AiC, I don’t particularly care what people think. I’m here to make money—that’s it. Therefore, I’ve refrained from big market calls—particularly as I have no real edge in guessing where an index of a few hundred Read More
Categories: Comments On Events
Positions Mentioned:
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