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New lowball offers

I’m not sure whether investors don’t understand these businesses or whether they’re afraid of a recession in the container shipping sector. But these equipment leasing businesses have gotten cheap.

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Tom Dyson
Jan 26, 2023
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Thursday, January 26th, 2023

Paris, France

Sorry I’m publishing a day later than normal this week. 

I’m writing to you from Paris today. I came here last night to hang out with my old boss, Porter Stans…

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