GSL owns a large containership fleet. Management has strong insights into current market conditions.

Torm plc is one of the largest US-listed product tanker firms, with a $3.1B market capitalization.

Star Bulk Carriers is the largest US-listed dry bulk owner with a roughly $2.6B market capitalization. Management discusses dry bulk market dynamics, including weaker Chinese data, ongoing Red Sea disruptions, and divergences between Capesize and Panamax rates.

Frontline is the largest US-listed crude tanker owner with a roughly $5B market capitalization. CEO Lars Barstad talks about current strategy and market insights.

International Seaways' (INSW) management discusses market dynamics, catalysts, and capital allocation, highlighting a shareholder return policy and an active repurchase program.

Latest podcast from J Mintzmyer from Value Investor's Edge.