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How to Become Onassis 2.0: Navigate Shipping Cycles Like a Wiz
Episode 2 of 7
Oct 12
•
Mihail Stoyanov
9
1
1
Acquiring an FCF-generating Dry Bulk Fleet for 0.21 Cents on a Dollar
“Sync to P/NAV” strategy in practice
Sep 30
•
Mihail Stoyanov
7
1
The Boring Pick: Get a Double-digit IRR by Investing in Reciprocal Compressors
Swiss Old Economy Business for the Win
Aug 31
•
Mihail Stoyanov
7
1
Objectives and Paths: How to Buy a Ship or Any Asset You Like?
The Corporate Finance Edition
Jul 24
•
Mihail Stoyanov
8
3
2
Baker Technology Limited (SGX: BTP): The Double Discount
A cash box, an idle liftboat, and six forgotten AHTS tugs
Jul 21
•
Mihail Stoyanov
6
1
The Panama Canal Trade: How to Bet on a Strong El Niño
The VLGC Edition
Jul 10
•
Mihail Stoyanov
11
2
2
The Quiet Yield: How to Buy the Nordic HY Market
A report on the most overlooked credit market in Europe, and the four doors through which an individual investor can actually walk in
Jun 30
6
5
1
The Mid-Size FPSO Trade: How to Acquire a FCF Generating FPSO Fleet at 0.33 P/TBV
Another Malaysian Energy Play
Jun 23
•
Mihail Stoyanov
8
2
2
Offshore Support Vessels in the Malaysian Upstream: Purchase 24% FCF yield at 0.56x Price to TBV
Offshore Capital Cycle Play
May 29
•
Mihail Stoyanov
10
3
Ruminations on Checklists, Lessons, and Shipping; The Shipping Season Has Started
Episode 1 of 7
May 11
•
Mihail Stoyanov
21
2
The Regionalization Trade: Smaller Ships for the Win
May Shipping Report: The History Channel Edition
Apr 24
•
Mihail Stoyanov
28
5
KNOT Offshore Partners LP: Shuttle Tankers (again), Potent Catalysts, and >50% Upside Potential
Security-first Assets to Address Energy Security Gap
Mar 26
•
Mihail Stoyanov
11
2
4
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