ASS

In theory, and in practice, taking a box line private works perfectly under a short-term, typically-private equity-minded/driven horizon, assuming cyclical strength is here to stay at least through 2024.

Base case: that assumption looks spot on.

Worst case: it could be disastrous.

Either way, many thanks to a faithful reader who recently went for* the “container shipping + LBO” search on our platform.

(*Rather opportunistically, let me say, yet conveniently from an investment perspective; LBO means leveraged buyout, how it works in principle here)

To ...

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