The Special Situations Cast Episode 05 Featuring Mariusz Skonieczny

I am talking to Mariusz Skonieczny, private investor, founder of ClassicValueInvestors.com and author of ten investment books. -Mariusz grew his account from $10,000 in 2009 to $1.1 million in 2019 without any crypto. -His concentrated portfolio suffered a big hit in March as he suffered a 50%+ drawdown. -We talk about tankers as we are both very interested in this sector for the medium term. -Mariusz does extensive due diligence talking to executives and other people with deep domain expertise.  -Holds a basket that includes the companies aforementioned but also Euronav and Teekay Tankers  -After tankers, we also cover Oroco resources  and Mitcham Industries  http://classicvalueinvestors.com/

Om Podcasten

Discussion of market events and investment ideas with top analysts, portfolio managers, hedge fund managers, experts and other investment professionals primarily revolving special situation, even driven or market neutral investing.