#160: Discussing Dorian LPG trading below NAV - Braxton Gann

New Podcast

Hey All! I’ve started a second show completely devoted to the
field of Ontology which is another huge passion of mine. Please
check out The Eric Scheien Podcast which is an ontological
podcast where I break down distinctions of human consciousness as
an access to enhancing performance. To learn more about Eric's
work, check out his ontological coaching firm, Transformational
Leadership Associates.
Summary

In this episode of The Intelligent Investing Podcast, Eric
Schleien sits down with Braxton Gann to discuss another shipping
company, Dorian LPG (LPG). Braxton believes the business is cheap
due to the business trading at a steep discount to its Net Asset
Value.
Show Notes

[2:10] Shipping has been in a bull market


[2:37] Track record of management


[4:45] Eric Schleien pushing back on Braxton on concerns about
shipping stocks


[8:08] How to make money with shipping stocks


[10:26] Recap on Scorpio Tankers
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