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'Macro drives everything' Julian Lin and Romil Patel on ZIM Integrated | PodSearch.io
business
investing
'Macro drives everything' Julian Lin and Romil Patel on ZIM Integrated
Investing Experts
·
Jun 28, 2023
·
45:46
·
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INTERACTIVE TRANSCRIPT
About this Episode
Romil Patel and Julian Lin lay out their investment views on ZIM Integrated (
ZIM
).
(1:00) Pay attention to why shareholders buy into a stock
(7:00) Freight rates have plummeted and ZIM has turned from a cash flow monster to generating zero profits
(23:00) Is management aligned with shareholders?
(32:00) Shipping sector - why macro drives everything
Why I Sold ZIM Integrated: What's Next After Dividend Elimination And Upcoming Storm
ZIM: The Value Trap Has Finally Been Exposed
Free 14 day trial for Julian Lin's Best Of Breed Growth Stocks
Episode transcripts on Seeking Alpha
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