Christian Gonzalez

EVP, International Container Terminal Services (ICTSI)
· tracked since Mar 2026
Calls
2
Win Rate
0.0%
return
-8.0%
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
ZIM Long -12.0%
AMKBY Long -4.0%
Most Mentioned
ZIM ×1
AMKBY ×1
Recent Calls
AMKBY Long 4 months ago
ZIM Long 4 months ago
Win Rate 0% Long 2 Short 0
Win Rate
7d 0%
30d 0%
90d 50%
Average Return -8.0% Long Return -8.0% Short Return -
Average Return
7d -3.0%
30d -6.2%
90d -1.7%
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
AMKBY A.P MOLL... A.P MOLLER-MRS UNS/ADR
Long
Mar 06
$13.24
-4.0%
The Strait of Hormuz is closed, and Red Sea issues are spilling over. Shipping lines are rerouting around the Cape of Good Hope. Rerouting around Africa adds weeks to voyage times. This artificially constricts global vessel supply (ships are tied up longer). When supply drops and demand is constant (or panic-driven), freight rates skyrocket. Long global container shippers. They benefit directly from the "war premium" on rates. A quick resolution to the conflict reopens the Suez/Hormuz, crashing rates.
The Strait of Hormuz is closed, and Red Sea issues are spilling over. Shipping lines are rerouting around the Cape of Good Hope. Rerouting around Africa adds weeks to voyage times. This artificially constricts global vessel supply (ships are tied up longer). When supply drops and demand is constant (or panic-driven), freight rates skyrocket. Long global container shippers. They benefit directly from the "war premium" on rates. A quick resolution to the conflict reopens the Suez/Hormuz, crashing rates.
Shipping & Tankers
YOUTUBE
ZIM ZIM Inte... ZIM Integrated Shipping
Long
Mar 06
$27.81
-12.0%
The Strait of Hormuz is closed, and Red Sea issues are spilling over. Shipping lines are rerouting around the Cape of Good Hope. Rerouting around Africa adds weeks to voyage times. This artificially constricts global vessel supply (ships are tied up longer). When supply drops and demand is constant (or panic-driven), freight rates skyrocket. Long global container shippers. They benefit directly from the "war premium" on rates. A quick resolution to the conflict reopens the Suez/Hormuz, crashing rates.
The Strait of Hormuz is closed, and Red Sea issues are spilling over. Shipping lines are rerouting around the Cape of Good Hope. Rerouting around Africa adds weeks to voyage times. This artificially constricts global vessel supply (ships are tied up longer). When supply drops and demand is constant (or panic-driven), freight rates skyrocket. Long global container shippers. They benefit directly from the "war premium" on rates. A quick resolution to the conflict reopens the Suez/Hormuz, crashing rates.
Shipping & Tankers
YOUTUBE
Showing 2 of 2 calls · sorted by mentions

Christian Gonzalez has 2 trade ideas tracked on Buzzberg across 2 tickers since March 2026. Most covered: ZIM, AMKBY.