Share this postThe Baerlocher BearingThe Shipping ThesisCopy linkFacebookEmailNotesMoreThe Shipping Thesiswhy these big boats deserve your investment dollarsAlan BaerlocherJul 20, 2022∙ Paid3Share this postThe Baerlocher BearingThe Shipping ThesisCopy linkFacebookEmailNotesMore1ShareMy thesis on investing into shipping companies, specifically dry bulk shippers, is all about the classic capital expenditure (capex) cycle and a hint of government red tape. Here’s the breakdown:This post is for paid subscribersAlready a paid subscriber? Sign in