container ships
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 30, 2025 by Casey Whalen · across every show →
Everything said about container ships, oldest first
Jun 30, 2025 bullish
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…”