Danaos: A Disciplined, Opportunistic Capital Allocator

2026-02-24 04:37:01 ET

If you are an investor in Danaos Corporation ( DAC ), or if you stumbled upon this stock after doing some screening, it is likely for one key reason: deep value. The thesis for owning DAC over the post-pandemic years has been straightforward: it is a highly profitable container ship lessor, with a high level of earnings visibility and a fortress balance sheet, trading at bargain basement prices. This thesis still largely holds true in my view, and we will review it shortly....

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