$ZIM. 🙌🙌🙌

-$12.16 EPS vs. $10.38 VIE / $9.25 analyst avg

-$2.50/qtr dividend (20% yield)

-FY21 EBITDA > market cap

-$18/sh net cash

-Generating over $1/sh in FCF per week

-Guidance implies Q4 > Q3

Raising our 'fair value estimate' to $80/sh