Thank you for the research. Even a cursory glance tells me you spent a lot of time and work here. I sold TRMD quite recently. I'll be interested to revisit the thesis. Thanks again.
Yess ofc. I used to own some at $25. But the thing with NMM is that I don’t see them ever seeking the 1.0x NAV, and you also have to deal with their CEO, and she is « special ».
Any quick thoughts on Teekay Tankers? Strong porfolio of Suzemax, Aframax and LR2, reached a net cash position in early 2026 of which their are paying 30% excess cash to shareholders and cash flow breakeven sits at $8,200/day?
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Thank you for the research. Even a cursory glance tells me you spent a lot of time and work here. I sold TRMD quite recently. I'll be interested to revisit the thesis. Thanks again.
Thank you Jack!
why'd you sell?
have you looked at NMM? stock sub $80 right now and trading at 0.5x NAV
Yess ofc. I used to own some at $25. But the thing with NMM is that I don’t see them ever seeking the 1.0x NAV, and you also have to deal with their CEO, and she is « special ».
Thank you for this. I don't think I saw them in your piece but wonder if you ever looked into INSW or FRO?
Yess we do for sure. We used to own FRO, but we kept ECO instead. INSW is really good, but we can’t buy them all!
Looking through again, I did notice you mentioned INSW.
Any quick thoughts on Teekay Tankers? Strong porfolio of Suzemax, Aframax and LR2, reached a net cash position in early 2026 of which their are paying 30% excess cash to shareholders and cash flow breakeven sits at $8,200/day?
Amazing company, we can’t own them all sadly, but Teekay has a great management and is a really good stock to own!
The fascinating thing about business decisions is they affect every aspect of society, from how we invest in research, to how people conduct their daily lives. It requires therefore a broad education and a profound understanding of basic psychology.
To give a simple example: should you invest in manufacturers of electric vehicles? Are they actually the future or are you headed for financial complications with this approach? Well you should read my article: why piston engines can outcompete EVS if you had a knowledge Renaissance.
Suppose you want to assess investing in Jeff Bezos' or Elon Musk's space technology? Well you should read my article: the Magnificent E-rocket.
Suppose you're thinking of investing in quantum computing as the big new thing that's going to be a massive disruptor? Well you certainly should read some of my articles in particular: unmasking quantum mechanics: when did magic become science.
What if you're thinking of investing in the Trump families company that's planning on going public to build a fusion reactor? Well you definitely should read by article titled: who says the sun is not a fusion furnace? Dinosaurs that's who! There I explain that it's impossible to get energy fusing atoms where some leftover mass magically turns into energy.
Or suppose you would like to take advantage of this spectacular knowledge Renaissance and make a fortune? Try reading: I sent this letter to TVs shark Superstar Barbara Corcoran under the subject title: we desperately need your social media skills to save civilization.
If you don't want to become the richest person on earth taking over piston engine production, maybe you'd like to just be incredibly rich helping me get these ideas out? Try reading my article titled: why do we accept such ridiculous ideas as science? Then you can make wise business decisions!