The Special Situation Cast

The Special Situations Cast Episode 05 Featuring Mariusz Skonieczny

July 15, 2020 Bram de Haas
The Special Situation Cast
The Special Situations Cast Episode 05 Featuring Mariusz Skonieczny
Show Notes

I am talking to Mariusz Skonieczny, private investor, founder of ClassicValueInvestors.com and author of ten investment books.

-Mariusz grew his account from $10,000 in 2009 to $1.1 million in 2019 without any crypto.

-His concentrated portfolio suffered a big hit in March as he suffered a 50%+ drawdown.

-We talk about tankers as we are both very interested in this sector for the medium term.

-Mariusz does extensive due diligence talking to executives and other people with deep domain expertise. 

-Holds a basket that includes the companies aforementioned but also Euronav and Teekay Tankers 

-After tankers, we also cover Oroco resources  and Mitcham Industries 

http://classicvalueinvestors.com/