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"Every services business that exists today are attractive especially when compared to the S&P500. Demand is continuing to grow supply remains exceptionally tight industries have consolidated and balance sheets are cleaned up. $TDW $VAL $NE $NMM"
X Link @100xCompounding 2025-10-17T00:20Z 4077 followers, 2682 engagements
"FFAs had a strong day yesterday. Capes up X% today. Q4 back to 27000 $NMM $SBLK $BDRY $HSHP $CMBT $GNK $PANL $SB $SHIP"
X Link @christankerfund 2025-10-16T11:48Z 19.3K followers, 2018 engagements
"Gm. Ive been telling everyone I meet they dont own enough boats $HSHP $ECO"
X Link @freightbull1 2025-10-16T10:27Z 3226 followers, 11.3K engagements
"For the most part bulk equities seem to be sleeping (and getting little attention). FFAs $BDRY about at their YTD high and equities down well over XX% the past month And if these China port fees stick $BDRY ends up X% and equities barely green. $NMM $SBLK $BDRY $HSHP $CMBT $GNK $PANL $SB $SHIP"
X Link @christankerfund 2025-10-15T20:11Z 19.3K followers, 2235 engagements