9 Comments
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Errol Kerle's avatar

Excellent work Ferg , i need the common sense slap from your self on a regular basis to get my thinking back on track and take zero notice of the bull shit peddlers ...........cheers and thanks again ,Let common sense prevail .....cheers

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Jeff S's avatar

No miners? Say less, and take my money.

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Ben D'Eath's avatar

God I hope its not car carriers haha

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Ferg's avatar

Haha nope, well and truely missed that one

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Sebastiaan Verborg's avatar

I’m guessing it is JMAT

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Ferg's avatar

Nope, interesting angle though.

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Enji225's avatar

Hi Ferg

I'm an investor from the Orient who loves shipbuilding.

Your perspective is truly wonderful.

I read it with great enthusiasm.

I came across your substack while looking at Korea shipbuilding.Seatrium.Namura shipbuilding, etc.

I also like LI AUTO.

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Errol Kerle's avatar

This was brilliant Marshall Adkins....yes indeed ,all meat no waffle like Doomberg ,i know were my money is going .everything coming down cheap as chips ,time to buy .

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abmitchell's avatar

First letter ‘M’…?

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