We came across a bullish thesis on Danaos Corporation on The Skeptical Optimist’s Substack by Dheeraj Namburu. In this article, we will summarize the bulls’ thesis on DAC. Danaos Corporation’s share was trading at $94.30 as of August 7th. DAC’s trailing P/E was 3.87 according to Yahoo Finance.

Photo by Dorian Mongel on Unsplash
Danaos Corporation (DAC) enters 2025 in exceptionally strong financial shape. The company has aggressively deleveraged, reducing gross debt to $745M (from...




