FRW Ep. 21 - Factors impacting the dry bulk charter market, and updates on WBD and TBLD

Firm Returns by James Goodwin

46:48
Episode notes
  • Welcome to another episode of Firm Returns Weekly - where I discuss recent news related to my portfolio holdings and other topics I think might be of interest.
  • Chapters:
    • 0:00 Introduction
    • 1:03 Factors impacting the dry bulk charter market (TMI)
    • 13:13 Paramount merger talk (WBD)
    • 20:50 Details of the equity raise (TBLD)
    • 41:47 Versus Evil shut down (TBLD)
  • You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-12-24/
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  • I'm on Twitter at: https://twitter.com/FirmReturns
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