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Podcast: Investing Experts
Episode: 'Macro drives everything' Julian Lin and Romil Patel on ZIM Integrated
Description: 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 everythingWhy I Sold ZIM Integrated: What's Next After Dividend Elimination And Upcoming StormZIM: The Value Trap Has Finally Been ExposedFree 14 day trial for Julian Lin's Best Of Breed Growth StocksEpisode transcripts on Seeking Alpha