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Summary

Sector Energy
Content Type Analysis
Website Substack
Paywall Semi

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Happy New Year You Two Silverbacks (US & China)

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Counting Another Man's Money: PTON CEO

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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

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

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Clipping into a New Position: Peloton

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Our Q3 2024 Letter & Look Ahead (Part II)

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Our Q3 2024 Letter & Look Ahead (Part I)

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The Wizard Behind the Curtain at SeaWorld

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

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

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

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Back on the Peloton: August 18, 2024

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A Few of My Favorite Things: OXY, SU, CVE post-Q2: August 9, 2024

Aug. 10, 2024, 2:13 a.m.

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GDP? We May Just Owe You an Apology: July 26, 2024

July 27, 2024, 6:57 a.m.

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Our Q2 2024 Letter & Look Ahead: July 19, 2024

July 19, 2024, 4:39 p.m.

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The Market's Soaring on the 4th of July: July 5, 2024

July 6, 2024, 2:56 a.m.

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Oil's Summer Doldrums: June 28, 2024

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Buffett's Increasing Momentum to Control OXY: June 21, 2024

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Mind the Gap, the $6,000 Gap: June 15, 2024

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Ruh Roh, Why 4% Unemployment Worries Us: June 7, 2024

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When Margot Robbie Explains Refinery Margins, Ya Best Pay Attention: June 1, 2024

June 1, 2024, 7:57 p.m.

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A Few Thoughts Before Memorial Day: May 25, 2024

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