J Mintzmyer of Value Investor's Edge discusses shipping performance in 2025, strategies for navigating market downturns, and the importance of focusing on quality investments (0:45). Dry bulk potential, Cmb.Tech a top pick for 2026, impact of geopolitical factors on shipping (4:30). Stock selection metrics (12:20). The role of dividends in shipping (15:10). Broad macro risks (16:45). Learning lessons, setting goals (22:20).

Show Notes:
In Shipping, Global Macro Matters More Than Ever
Buy Cmb.Tech: Shipping Poised To Outperform Into 2026
Why Dry Bulk Is A Top Pick In 2026

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