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Cavalier Shipping insights on the current shipping finance market and recent events in the shipping space.
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Revisiting Dryships’ 2019 Take-Private: NAV Arbitrage vs. Timing the Cycle
You’ve probably heard this one before: An economist and his friend are walking down the street when they see a $20 bill lying on the ground. The friend bends down to pick it up but the economist says, “Don’t bother. If it were real, someone would have already picked it up.”
The 2025 Shipping IPO You Didn’t Hear About
With current uncertainty around global trade given the U.S. administration’s policy disruptions, now seems like an odd time for a shipping company to pursue a public listing in New York.
Style Drift: The Cost of Teekay and Scorpio’s Foray Into Other Tanker Stocks
What should a public tanker company do with its excess cash in today’s market? The answer for two prominent tanker companies: invest in other publicly listed tanker companies.