Star Bulk Carriers: Potential Supply Imbalance Is A Bullish Tailwind

Recently, the bulk freight rates came down, and Star Bulk Carriers’ (NASDAQ: SBLK ) valuation followed, marking a steep decline in the share price by some 40% over the past 6 months. This is clearly a sign that the shippingWe focus on special situations and deep value plays. We are open to L/S positioning that allows us to capture inefficiencies both on the upside and downside. For the long positioning, we like to spot asymmetric opportunities where the downside is relatively limited and the upside is not u ...