Navios Maritime Partners L.P.. Every tracked FinTwit mention of $NMM, newest first. 12 mentions since the first on Sep 9, 2025. See the price chart.
June 2026 · 1 mention
Jun 3
Keyser Soze — My chain on AF’s incentives for $NMM future back in ‘22 aged well. She continues to buy & owns >20% (incl GP) & NAV is >$5 b. Tanker fleet now among youngest. Containers booked (gr…↗
May 2026 · 2 mentions
May 21
Ayuso — 10y highs for $NMM, she wasn´t joking! https://t.co/8HiQHO3JFm↗
May 6
Ayuso — To be honest, meeting Angeliki Frangou in person and hearing her deliver such a powerful pitch on the company has been one of the highlights since I started working in shipping. $N…↗
April 2026 · 1 mention
Apr 15
Keyser Soze — ~1 year returns after 👇 :
$DBG.V ~300%
$CERT.V ~250%
$TEN ~150%
$NMM ~100%
$ESAU.CN ~10%
(SPY ~30%)
Monetized most of NMM, TEN, CERT now. Winding down posting any new ideas on…↗
February 2026 · 2 mentions
Feb 20
Marhelm — Navios locks 2 Japanese scrubber-fitted Capes on 12-yr bareboats (purchase option yrs 4-12; implied $134.3M, ~6% rate).
5-yr charters at ~$25,000/day floor + 50% profit share (C5T…↗
Feb 2
Marhelm — Sneak peek from upcoming subscriber interview with Fernresearch on shipping market and macro outlooks
$FRO $ECO $CBMT $STNG $DHT $TRMD $INSW $NAT $TEN $ASC $PXS $SNI.OL $DIS.MI $Z…↗
January 2026 · 1 mention
Jan 7
Keyser Soze — While I am a seller of oil equities (which I thought was starting to align again), all that money is going into takers. The tanker bull market just got a few more potential shots o…↗
December 2025 · 1 mention
Dec 4
Marhelm — Capesize market heating up
Spot rates are now just shy of a 2-year high, flirting with the $54,500/day levels of the 2023 Capesize Christmas.
H2 earnings run ~50% above the…↗
October 2025 · 1 mention
Oct 23
Marhelm — New deep dive into Kosmos, BW Energy, Navios and Golar with Fund Manager Gabriel Castro is now available on the platform
$BWE.OL $NMM $GLNG $KOS↗
September 2025 · 3 mentions
Sep 24
Marhelm — "Stock-picking matters in crude tankers. And Okeanis is the company with the most room to run" Equity analyst at Arctic Kristoffer Barth Skeie made us more bullish on shipping aft…↗
Sep 21
Marhelm — According to shipbroker Nordic Shipping we're likely seeing a more long-term trend for the VLCC-rates. Second hand values could rise quickly and boost underlying values. $DHT $FRO…↗
Sep 9
Marhelm — Navios Partners locks in $460M deal for 4×8,850 TEU newbuilds ($115M ea) and adds $335M to charter backlog. 5-yr charters secured, though seller, yard & charterer remain undisc…↗