Who I am and what you can expect from this Substack

Hi,

Welcome to my Substack.

I’ve been in shipping for the past 10 years, first working at a major shipowner, then in banking and, finally, as an investor.

What can you expect from this Substack? Given my background, I’ll mainly focus on the shipping, energy and offshore sectors, as I think that’s where my edge is.

When I find interesting companies that I believe have upside with a good risk/reward ratio, I will try to flesh out the investment thesis, highlighting why I believe they make good investments.

Obviously, in all my posts I will just express my own opinions and nothing else.

I may have a beneficial long position in some of the shares that will be mentioned via stock ownership, options, or other derivatives.

The posts will just express the opinion of the author and will be provided for informational purposes only and should not be construed as investment advice or an offer or solicitation to buy or sell securities.

The posts and their content are not intended to be used as a general guide to investing, or as a source of any specific investment recommendations.