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