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Podcast: Investing Experts
Episode: Why J Mintzmyer is short Walmart and long 3 shipping stocks
Description: Shipping expert J Mintzmyer helps investors navigate the current volatility in the shipping space (1:05). Earnings calls as guideposts (4:20). Import data and supply chain disruptions (9:10). The good, the bad, the ugly in shipping (16:00). J's favorite tankers (24:10). Heavily shorting Walmart (27:35).Show Notes:Charting The Course In Shipping With J MintzmyerNote Of Caution On ShippingShipping, logistics stocks rally as U.S.-China tariff pause eases trade tensionsValue Investor's EdgeEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.co...