This is from our own @goldenfit Made a few bullish posts on oil tankers last year. VLCC rates are starting the year STRONG Supply led bull market in the coming years for boats and rigs IMO I own $FRO because they have made a bet on building a younger fleet ahead competitors… and it is simply, along with $DHT, the best of the best in this industry. In commodities investing, most of the time, you don’t need to dig and find the future innovators or disruptors. You can own the best of the best and make outstanding returns if you are early and patient. No need to take extra risk. $FRO $DHT $ECO $STNG $TNK $NAT $TEN
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