Readings/content links include Greg Miller’s update on Covid-era shipping stocks, Murray Stahl on contrarian investing ideas, the Edelweiss Journal on searching for resilience, an interview with Peter Frankopan, news of NuScale reportedly looking to go public via a SPAC deal and Stephen Givens’ latest thoughts on Toshiba.
- Greg Miller: Covid-era shipping stocks – the (super) good, the bad and the ugly.
- Murray Stahl: Contrarian investing ideas (RealVision interview).
- Edelweiss Journal: Searching for resilience.
- Money Maze podcast: Interview with Peter Frankopan.
- Oregon Live: NuScale wants to go public in SPAC deal, its financial advisor says.
- Stephen Givens: “Toshiba Next” is dead.