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Sector Energy

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Content

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A Quick Look at CVE as MEG's M&A Suitor

June 4, 2025, 8:56 p.m.

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Strathcona's Acquisition of MEG, What's the Real Price?

May 31, 2025, 7:10 p.m.

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Strathcona's Takeover for MEG? I Love You . . . FOREVER

May 19, 2025, 5:58 p.m.

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Peloton's Hamilton Moment . . . in 3 Months

May 16, 2025, 7:25 p.m.

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OXY's Q1 Review: White Knuckling the Ride

May 9, 2025, 6:40 p.m.

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OPEC+ is Dead, Long Live the King

May 4, 2025, 7:57 p.m.

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Our Q1 2025 Letter & Look Ahead

April 21, 2025, 3:14 p.m.

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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?

March 30, 2025, 5:04 p.m.

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Quad City Here We Come: Stagflation & Oil

March 21, 2025, 4:58 p.m.

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Just How Sturdy Are the Consumers' Boats?

March 14, 2025, 5:24 p.m.

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Walking Through RH, Failing to See the Vision

March 1, 2025, 12:35 a.m.

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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

Jan. 25, 2025, 7:17 p.m.

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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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