Start / Investing Experts / Macro drives everything julian lin and romil patel on zim integrated

'Macro drives everything' Julian Lin and Romil Patel on ZIM Integrated

46 min • 28 juni 2023

Romil Patel and Julian Lin lay out their investment views on ZIM Integrated (ZIM).

(1:00) Pay attention to why shareholders buy into a stock
(7:00) Freight rates have plummeted and ZIM has turned from a cash flow monster to generating zero profits
(23:00) Is management aligned with shareholders?
(32:00) Shipping sector - why macro drives everything

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