Publications

Value Investor’s Edge

Value Investor’s Edge is a top-ranked, deep value, research service that aims to establish a top-tier community of deep value investors and activists. It provides independent deep value research in the maritime shipping and infrastructure sectors. VIE subscribers leverage exclusive in-depth analytic reports and community investment experience to discover disconnects in global shipping and a variety of other beaten down sectors. It hosts the most comprehensive analytics platform available in the shipping sector, which includes the latest rates, vessel valuations, balance sheet metrics, and earnings potential. Strongly dedicated to deep value, VIE is primarily geared towards long-term investors who are interested in counter-cyclical opportunities.

VALUE INVESTOR'S EDGE

  • VIE is a top-ranked, premium research service providing exclusive quarterly income reviews, including coverage of the preferred equity and bond sectors.

  • VIE covers a range of sectors and market conditions, providing a diversified perspective on value opportunities across different industries.

  • VIE is ranked #2 out of over 150 platforms by ARR on Seeking Alpha’s research marketplace and boast a 4.9/5.0 satisfaction rating, including over 100 5-star reviews.


MEMBERSHIP PRIVILEGES

VIE offers two premier Shipping Models. Their Value selection focuses on top-tier management, while Speculative has more upside potential for those who are comfortable with a higher degree of volatility and market exposure.

  • Industry-Leading Live Analytics Platform. 

Paid members have full access to a dynamic suite of real-time research and analytics tools, including the latest shipping rates along with multiple years of trend data, full fleet profiles, balance sheet metrics, earnings projections, and other industry data.

  • Active Chat Room with Strong Member Participation. 

This is a dynamic research platform, more engaging and collaborative than any traditional "newsletter."

VIE provides a high-yield curated Income Model portfolio, which offers strong yields of 7-12% and increased diversification across related energy sector positions. 

  • First Look at All Top Ideas. 

Members will always receive first-look access to all of VIE's developing top ideas and will be informed of the latest catalysts and market dynamics. 

  • Weekly Reviews, Top 20 List, and Industry Reports. 

VIE provides a full-length weekly update each Sunday afternoon, which reviews the latest news in the market along with their weekly 'top 20' value list.

  • Earnings Previews and Reviews on Key Shipping Names. 

VIE covers over 50 firms in maritime shipping and related infrastructure and offers a full earnings season preview.


ABOUT THE EDITOR

  • J Mintzmyer is a renowned maritime shipping analyst who directs the Value Investor's Edge research platform on Seeking Alpha.

  • He is a frequent speaker at industry conferences, is regularly quoted in trade journals, and hosts a popular podcast featuring shipping industry executives.

  • His exclusive analysis has received numerous "Top Idea," "Must Read," and "Small Cap Insight" awards.