The Special Situations Cast Episode 05 Featuring Mariusz Skonieczny

I am talking to Mariusz Skonieczny, private investor, founder of ClassicValueInvestors.com and author of ten investment books. -Mariusz grew his account from $10,000 in 2009 to $1.1 million in 2019 without any crypto. -His concentrated portfolio suffered a big hit in March as he suffered a 50%+ drawdown. -We talk about tankers as we are both very interested in this sector for the medium term. -Mariusz does extensive due diligence talking to executives and other people with deep domain expertise.  -Holds a basket that includes the companies aforementioned but also Euronav and Teekay Tankers  -After tankers, we also cover Oroco resources  and Mitcham Industries  http://classicvalueinvestors.com/