About the Speaker

J Mintzmyer, PhD
Founder and President
Value Investor's Edge

J Mintzmyer, PhD, is a renowned shipping analyst and founder of Value Investor's Edge ("VIE"), an independent buy-side research platform. He is a frequent speaker at investment conferences, quoted regularly in trade journals, and hosts a popular podcast featuring shipping industry executives. The long-only shipping model portfolios hosted on VIE have delivered a 43% IRR over the past seven years (approximately 12 times cumulative), and Dr. Mintzmyer is the go-to expert for all shipping-related trading and investment topics. VIE also offers a high-yield income model that has outperformed the market by more than 15% annually over the past seven years, with an average yield of 7-8%.

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Speaker Schedule
Wednesday, July 8, 2026, 1:35 pm - 2:05 pm EST
Hormuz Crisis: Cyclical Winners in Shipping Markets
J Mintzmyer, PhD |Value Investor's Edge

With the ongoing global disruptions related to the conflict with Iran and the extended shutdown of the Strait of Hormuz, tanker shipping markets are back at the forefront of investor attention! Hidden between the headlines is the story of a long-term secular bull market emerging for selective companies in key shipping segments. Hear the latest updates from experts at Value Investor's Edge ("VIE") who have produced a 40.4% annualized return (over 33x cumulatively!) over the past 11-years since the research shop was established in mid-2015.  

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