All the services you can expect as a memeber!
Exclusive shipping model portfolios (44.4% IRR over the past 7 years!)
We offer two premier Shipping Models (Value and Speculative). Our premium 'Value' selection focuses solely on top-tier management, healthy balance sheets, and less direct market rate exposure. We also offer a 'Speculative' basket, which has more upside potential for those who are comfortable with a higher degree of volatility and market exposure.
Industry-leading 'live analytics' platform
Paid members have full access to a dynamic suite of real-time research and analytics tools, including the latest shipping rates along with multiple years of trend data, full fleet profiles, balance sheet metrics, earnings projections, and other industry data provided from our top-tier research providers. You also get a fully customizable scenario editor which enables you to see what will happen to each company across a variety of potential future outcomes. You can stress-test your risk/reward spectrum in seconds with our extremely powerful analytics platform.
Active chat room with strong member participation
This is a dynamic research platform, more engaging and collaborative than any traditional "e;newsletter."e; We have active participation from a large portion of our 500+ members, so you can rest assured that all of our picks can stand up to the scrutiny of other serious investors. The higher-tier membership dues ensure a professional environment with high-quality discourse and an excellent signal-to-noise ratio. Our chat room is one of the most active on Seeking Alpha and you can quickly find inputs on market conditions and trading opportunities.
Income model and preferred equity coverage
We provide a high-yield curated Income Model portfolio, which offers strong yields of 7-12% and increased diversification across related energy sector positions. We don't take the significant risks that are unfortunately very prevalent in this market and we will always choose quality/stability over pure yield: our income model has never suffered a distribution cut in more than five years of picks. We also cover preferred equities via a quarterly review where we screen for the strongest candidates with rock-solid income.
First look at all top ideas
Members will always receive first-look access to all of our developing top ideas and will be informed of the latest catalysts and market dynamics.
Direct access to our team
We have a team of 10 at Value Investor's Edge, including 5 full-time analysts. Your membership allows direct chat and email access to our full team of analysts who can help advance your research process.
Weekly reviews, Top 20 list, and industry reports
We provide a full-length weekly update each Sunday afternoon, which reviews the latest news in the market along with our weekly 'top 20' value list. We cover the latest shipping rates, upcoming research plans, and our latest trades. James Catlin also provides regular macro analysis to provide context for the investment ideas we're sharing. Once you see the big picture, you'll know how to best put your trades to work.
Earnings previews and reviews on key shipping names
We cover over 50 firms in maritime shipping and related infrastructure and we offer a full 'earnings season' preview for each segment along with in-depth review reports so that members are ready for any opportunities or pivotal points.
Q&A with shipping company executives and industry insiders
Are you sick of those boring quarterly earnings calls where executives state platitudes and analysts never ask the tough questions? We were too! That's why we designed a regular interview circuit: Value Investor's Edge Live, where we invite the CEOs and CFOs in our coverage universe, as well as industry insiders and top-tier data providers, to join us LIVE on our platform. Members can post questions directly to top executives and we don't shy away from the tough questions.