Star Bulk Carriers: Potential Supply Imbalance Is A Bullish Tailwind

Market Performance - Bulk freight rates have declined, leading to a significant drop in Star Bulk Carriers' (NASDAQ: SBLK) share price by approximately 40% over the past 6 months [1] Investment Strategy - The research group focuses on special situations and deep value plays, aiming to capture market inefficiencies both on the upside and downside [1] - Long positioning is preferred for asymmetric opportunities where the downside is relatively limited and the upside is not fully understood by the market, such as restructurings, spin-offs, and takeover targets [1] - The group occasionally takes positions in the stocks they discuss publicly on Seeking Alpha [1]