Deep Value Research
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The Dry Bulk Bull Market Is Just Warming Up
Seeking Alpha· 2026-02-17 18:24
Group 1 - Value Investor's Edge is a deep value research community focused on maritime shipping, led by J Mintzmyer, with a growing team of ten analysts and experts [2] - The team has delivered consistent outperformance since its launch in 2015, achieving a final shipping model average return of +54.4% in 2023, closely matching the +54.9% return in 2022 [2] - The organization reports an 8-year internal rate of return (IRR) of 43.4% [2] Group 2 - Membership includes exclusive work from various analysts, regularly updated portfolio models, in-depth research reports, and a quarterly review of alternative income opportunities [1] - Members receive weekly updates on the latest value opportunities, research development, market analytics, and current trades, along with full earnings season coverage of focus coverage firms [1]
Why Dry Bulk Is A Top Pick In 2026
Seeking Alpha· 2025-11-12 14:15
Core Insights - Value Investor's Edge (VIE) is a deep value research community focused on maritime shipping, led by J Mintzmyer, with a growing team of ten analysts and experts [2] - The team has achieved consistent outperformance since its launch in 2015, with a final shipping model average return of +54.4% in 2023, closely matching the +54.9% return in 2022, and an 8-year internal rate of return (IRR) of 43.4% [2] Membership Benefits - Membership includes exclusive research from various analysts, regularly updated portfolio models, and a first look at new investment ideas [1] - Members receive in-depth research reports, quarterly reviews of alternative income opportunities, and weekly updates on value opportunities and market analytics [1] - Full coverage of earnings seasons for focus coverage firms is provided, along with exclusive market analytics for the shipping sectors and income opportunities [1]