Container Ships
topic on 3 shows · 4 statements across 3 episodes
Capital Allocators 
Catalyst 
Big Technology
4 statements about Container Ships, every show
Whelan: Non-US container ship leasing offers huge upside with scrap-metal downside
“For example, we're doing a thing on container ships. A lot of them are not coming to the US. It's within non-US ports. Your downside is scrap metal, which is actually pretty compelling. Your upside is huge. So there's a lot of niche opportunities we're finding…”
Grabow: US-built container ships cost five times more than international builds
“By the 19 thirties, it was up to a 50% premium for U.S. Built ships. By the 19 fifties, a U.S. Built ship was double the cost of one built abroad. By the 19 nineties, it was triple the cost of one built abroad, and today, a U.S. Built container ship is somewhe…”