The Baerlocher Bearing

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The Shipping Thesis

The Shipping Thesis

why these big boats deserve your investment dollars

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Alan Baerlocher
Jul 20, 2022
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The Shipping Thesis
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Dry bulk carriers' prices are looking for direction moving forward | Hellenic Shipping News ...

My 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:

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