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 ».
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!
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.