ZIM Integrated Shipping Services: High Dividends Amid Freight Rates Uncertainty

Investment Style and Strategy - The investor has a contrarian investment style, focusing on highly risky and often illiquid options, with a portfolio split approximately 50%-50% between shares and call options [1] - The investment timeframe typically ranges between 3-24 months, targeting stocks that have experienced recent sell-offs due to non-recurrent events, especially when insiders are buying shares at lower prices [1] - Fundamental analysis is used to assess the health of companies, including their leverage and financial ratios compared to sector and industry medians and averages [1] - Technical analysis is employed to optimize entry and exit points, primarily using multicolor lines for support and resistance levels on weekly charts [1] Screening and Analysis Process - The investor screens thousands of stocks, mainly in the US, but may also invest in international markets [1] - Professional background checks are conducted on insiders who purchase shares after a recent sell-off to ensure credibility [1] - Trend lines are occasionally drawn in multicolor patterns to identify potential trading opportunities [1] Personal Background and Preferences - The investor holds a BSc in aeronautical engineering and has over 6 years of experience as an engineering consultant in the aerospace sector, though this is unrelated to their investment style [1] - The investor prefers authentic and straightforward communication, avoiding unnecessary jargon and self-indulgent introductions [1]