Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

Core Insights - JR Research is recognized as a top analyst in technology, software, and internet sectors, focusing on growth and GARP strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities with strong price action to generate alpha above the S&P 500 [1][2] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors with a focus on robust fundamentals and turnaround plays [3] Investment Strategy - The strategy combines price action analysis with fundamental investing to identify growth opportunities with significant upside potential [2] - The focus is on avoiding overhyped and overvalued stocks while targeting battered stocks that have recovery potential [2] - The investment outlook typically spans 18 to 24 months for the thesis to materialize [3] Target Audience - The group is designed for investors looking to capitalize on growth stocks with strong fundamentals, buying momentum, and attractive valuations [3]

Core Viewpoint - ZIM Integrated Shipping Services Ltd. is set to distribute a dividend of $3.17 per ordinary share, totaling approximately $382 million, on April 3, 2025, with a tax ruling from the Israeli Tax Authority allowing for a potentially reduced withholding tax rate for certain shareholders [6][1]. Dividend Distribution - The dividend payment is scheduled for April 3, 2025, to shareholders holding ordinary shares as of March 24, 2025 [6]. - The company will withhold 25% of the dividend amount for tax purposes, with the remaining 75% to be distributed to shareholders [8]. Tax Withholding Procedures - The current Israeli withholding tax rate is 30% for substantial shareholders and 25% for other shareholders, but certain shareholders may qualify for a reduced rate under specific conditions [7]. - Shareholders must apply for the reduced tax withholding rate between the payment date and May 5, 2025 [8]. Eligibility for Reduced Withholding Tax Rate - Shareholders who are residents of countries with tax treaties with Israel or foreign residents from countries without such treaties may apply for a reduced withholding tax rate [8]. - Documentation required includes proof of tax residence, beneficial ownership of the dividend, and confirmation that the investment was not made through a permanent establishment in Israel [8][15]. Agent Appointment - ZIM has appointed IBI Trust Management as the processing agent to facilitate the tax withholding procedures for shareholders [10]. - Shareholders are encouraged to contact the agent for assistance with the required forms and documentation [10].

Group 1 - The return of dividends from ZIM Integrated Shipping Services Ltd. is appealing to passive income investors [1] - The company is being closely monitored for its performance in high-tech and early growth sectors, indicating a focus on innovation and disruption [2] Group 2 - The article emphasizes the importance of research and investment opportunities in the current market landscape [2]

Group 1 - The article introduces a new contributing analyst, Adam Davidson, who is encouraged to share investment ideas with the Seeking Alpha community [1] - The analyst has over 10 years of experience in managing personal investments across various asset classes, including ETFs, options, REITs, stocks, cryptocurrency, commodities, bonds, CDs, and futures [2] - The focus is on ZIM and the container shipping market, with the analyst believing ZIM is significantly undervalued based on earnings estimates derived from average freight rates and volumes [2] Group 2 - The analyst holds a beneficial long position in ZIM shares through stock ownership or derivatives, indicating a personal investment interest [3] - The article emphasizes that past performance does not guarantee future results and that no specific investment recommendations are provided [4]

Core Insights - ZIM Integrated Shipping Services Ltd. (NYSE: ZIM) was analyzed prior to the release of its Q4 earnings report, indicating a focus on timely financial performance evaluation [1] Company Analysis - The analysis emphasizes the importance of actionable investment ideas derived from independent research, suggesting a strategic approach to investment in ZIM [1] - The company is positioned to provide insights that can help investors outperform the S&P 500 and mitigate risks associated with market volatility [2]

ZIM Integrated Shipping Services Ltd. (ZIM) reported better-than-expected fourth-quarter 2024 earnings and revenues. Earnings and revenues surpassed the Zacks Consensus Estimate by 34.3% and 3.9%, respectively.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.ZIM’s fourth-quarter 2024 earnings of $4.66 per share breezed past the Zacks Consensus Estimate of $3.47. In the year-ago quarter, the container liner shipping company had incurred a loss of $1.23 per share. Quarterly revenues of ...

Shares of ZIM Integrated Shipping Services Ltd ZIM tanked in early trading on Thursday, despite the company reporting upbeat fourth-quarter results.The company strong cash position offers it "plenty of flexibility," according to Jefferies.The ZIM Integrated Shipping Services Analyst: Analyst Omar Nokta maintained a Hold rating and price target of $18.The ZIM Integrated Shipping Services Thesis: The company delivered a strong performance in 2024, Nokta stated.Check out other analyst stock ratings.The built-u ...

Core Insights - ZIM Integrated Shipping Services reported better-than-expected results for its fourth fiscal quarter, surpassing both top and bottom line estimates [1] - The earnings report highlighted strong average shipping rates and notable free cash flow as key takeaways [1] - Despite recent declines in shipping rates, the company managed to maintain robust financial performance [1]

ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) Q4 2024 Earnings Conference Call March 12, 2025 8:00 AM ET Company Participants Eli Glickman - President, Chief Executive Officer Xavier Destriau - Executive Vice President, Chief Financial Officer Elana Holzman - Head of Investor Relations Conference Call Participants Muneeba Kayani - Bank of America Marco Limite - Barclays Omar Nokta - Jefferies Alexia Nogani - JP Morgan Operator Hello everyone and welcome to ZIM Integrated Shipping Services’ fourth quarte ...