$NMM mention timeline

Navios Maritime Partners L.P.. Every tracked FinTwit mention of $NMM, newest first. 20 mentions since the first on Sep 9, 2025. See the price chart.

July 2026 · 4 mentions

Jul 17
Keyser Soze — Aside from generational mines in development at $DBG.V / $DBLVF & $VZLA & vastly undervalued shipping juggernaut $NMM, it should be clear another of my favorites currently…↗
Jul 16
Keyser Soze — My hibernation is a result of dilution of “great” ideas occurring after long bull market. It prevents me from reaching & posting less good ideas on here. Should give you pause…↗
Jul 3
Joeri — @Aristidis @EivindEnd @OriginalBraila $NMM is the inflatable row boat , still on the beach. Didn't make this footage i guess.↗
Jul 1
Keyser Soze — “I lean towards an oil retracing back down to the $60s” I WARNED NUMEROUS TIMES THAT IT WAS TOO HARD TO TELL $NMM is a steal though at <4x ‘26 EPS. CEO buying stock personally…↗

Jun 9
Keyser Soze — Very few understood value of: ✅ $SD <$1.30 ✅ $VLE.TO <$1.75 ✅ $YPF <$8 ✅ $ATH.TO <$0.20 ✅ $OET.OL <SEK60 ✅ $NMM <$25 ✅ $IMPP <$1.50 ✅ $CERT.V < $0.20 … MANY…↗
Jun 5
Keyser Soze — Flagged $CERT.V as cheapest ~10x ago at ~$0.20. Yes, author👇 is correct that it’s still cheap w/ free upside. No longer top 10 though. I flagged $DBG.V as cheapest ~10x ago &…↗
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 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…↗

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…↗

Mar 1
Joeri — @gnoble79 From a shipping pov, $TEN is still very cheap, and sizable leverage and profit sharing in their portfolio, still sub 1B$ market cap. $NMM is cheap still $TRMD, $ASC , $ST…↗

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…↗

Jan 19
Joeri — Many in the market seem to focus on dropping $Bulk $BDI which is seasonal. Underlying relative strength is notable though. Market is getting increasingly bullish on the outlook aft…↗
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…↗

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…↗

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↗

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…↗