Steven Kiel Releases a Series of Articles, “Opportunities in Tankers”
Arquitos Capital’s Steven Kiel is releasing a series of articles on Seeking Alpha entitled Opportunities in Tankers. Follow Steven to be notified of the next release in the series.
In the first article of the series, Steven interviews tanker expert Calvin Froedge and discusses topics such as what the market is missing right now, the effect of contango, and which stocks Calvin likes right now.
In the second article of the series, Steven interviews Harris Kupperman of Praetorian Capital. Kuppy compares the tanker trade to other successful asymmetric trades he’s made, talks about cash generation in tankers during the first quarter, and more.
In the third article of the series, Steven interviews J Mintzmyer of Value Investor’s Edge, who provided background on the industry, shared his favorite companies, and what he learned from two recent CEO interviews.
In the final article of the series, Steven interviews Gregory Vousvounis. Gregory and Steve talk about Scorpio Tankers, first-quarter earnings, and what the market is missing.