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Open Insights

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Sector Energy
Content Type Analysis
Website Substack
Paywall Semi

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Content

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The Market Beatings Will Continue, Until Morale Improves

April 4, 2025, 8:43 p.m.

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Can Trump and the Market Thread this Needle?

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Quad City Here We Come: Stagflation & Oil

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Just How Sturdy Are the Consumers' Boats?

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Walking Through RH, Failing to See the Vision

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OXY's Q4, CrownRock Starts to OXY Rock

Feb. 24, 2025, 9:26 p.m.

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Put Pinterest on Your AI-dea Board

Feb. 15, 2025, 7:37 p.m.

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Review of Peloton's Qtr Results: Another Beat and Raise

Feb. 10, 2025, 8:24 p.m.

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Peloton's Q2 Call: It Didn't Come this Far to Only Get this Far

Jan. 31, 2025, 7:21 p.m.

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Our Q4 2024 Letter & Look Ahead

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Happy New Year You Two Silverbacks (US & China)

Jan. 10, 2025, 7:21 p.m.

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Counting Another Man's Money: PTON CEO

Dec. 18, 2024, 8:10 p.m.

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Valaris . . . a Leap of Faith

Dec. 16, 2024, 7:59 p.m.

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Time to Get Pinterested

Dec. 7, 2024, 7:49 p.m.

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OXY's Q3, Sandbags of Cash Falling from the Sky

Nov. 18, 2024, 10:05 p.m.

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Taking Stock Q3 Review: PTON, ETSY, & PRKS

Nov. 12, 2024, 7:41 p.m.

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Peloton's Pop: Q1 Review, New CEO, Einhorn and Valuation

Nov. 3, 2024, 8:39 p.m.

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Clipping into a New Position: Peloton

Oct. 22, 2024, 5:14 p.m.

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Our Q3 2024 Letter & Look Ahead (Part II)

Oct. 22, 2024, 4:05 p.m.

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Our Q3 2024 Letter & Look Ahead (Part I)

Oct. 22, 2024, 4:04 p.m.

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The Wizard Behind the Curtain at SeaWorld

Sept. 30, 2024, 7:49 p.m.

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Just Got Paid, Friday Night, Chairman Powell . . . Feelin' Right: September 20, 2024

Sept. 20, 2024, 6:03 p.m.

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Slam Oil Long Enough, and It'll Hit Back: September 13, 2024

Sept. 13, 2024, 3:09 p.m.

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E.T. . . . Elliott . . . Etsy: September 3, 2024

Sept. 3, 2024, 5:38 p.m.

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Back on the Peloton: August 18, 2024

Aug. 19, 2024, 2:50 p.m.

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