'Macro drives everything' Julian Lin and Romil Patel on ZIM Integrated

Jun 28, 2023 · 45m 45s

Description

Romil Patel and Julian Lin lay out their investment views on ZIM Integrated (https://seekingalpha.com/symbol/ZIM?source=ie_podcast:zim_macro_drives_everything_julian_lin_romil_patel). - (1:00) Pay attention to why shareholders buy into a stock - (7:00) Freight rates have...

Romil Patel and Julian Lin lay out their investment views on ZIM Integrated (ZIM).

(1:00) Pay attention to why shareholders buy into a stock
(7:00) Freight rates have plummeted and ZIM has turned from a cash flow monster to generating zero profits
(23:00) Is management aligned with shareholders?
(32:00) Shipping sector - why macro drives everything

Why I Sold ZIM Integrated: What's Next After Dividend Elimination And Upcoming Storm

ZIM: The Value Trap Has Finally Been Exposed

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Episode transcripts on Seeking Alpha

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