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I do not follow the container sector for a variety of reasons, but one of them is that containers are weird. Hugely dependent on consumer goods demand (not a plus IMO) and relatively concentrated in terms of who the major lines that charter these things are. There might be value in the sector, but I haven't followed it enough to really have an opinion.

I sold most of my long-held NM position into the recent crazy strength, now holding only a token piece. The most obvious value I see in shipping is NNA, which is currently my largest position.
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