London Sohn 2019: Two Shipping Stocks To Play Next Year’s Market “Chaos”

Rupert Hargreaves

Published onNovember 15, 2019

Updated on May 14, 2021

Tamas Eisenberger, the portfolio manager of Sikra Capital, pitched two shipping stocks at this year's London Sohn Conference.

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Eisenberger started his presentation by claiming that he doesn't know "of any other sector that's so undervalued," as the shipping sector. The catalyst that could unlock this value is the IMO 2020 law that's set to come into force at the beginning of next year.

Two plays on market chaos

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Rupert Hargreaves

Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for Hedge Fund Alpha

London Sohn 2019: Two Shipping Stocks To Play Next Year’s Market “Chaos”

Two plays on market chaos

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