GSL owns a large containership fleet. Management has strong insights into current market conditions.

Torm plc is one of the largest US-listed product tanker firms, with a $3.1B market capitalization. 

Star Bulk Carriers is the largest US-listed dry bulk owner with a roughly $2.6B market capitalization. Management discusses dry bulk market dynamics, including weaker Chinese data, ongoing Red Sea disruptions, and divergences between Capesize and Panamax rates.