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Our Q2 2026 Letter & Look Ahead: Bedlam
July 18, 2026
Jul 18 • Open Insights
Today is Independence Day, Tomorrow is Something Else Entirely
July 3, 2026
Jul 3 • Open Insights
Countdown to Bedlam
June 19, 2026
Jun 19 • Open Insights
TACO Supreme Served at the Strait of Hormuz
June 13, 2026
Jun 13 • Open Insights
MSGS at a Glaring Discount so GO KNICKS GO!
June 5, 2026
Jun 5 • Open Insights
A Glut of Supply: Gaslighting the Market
May 31, 2026
Jun 1 • Open Insights
Oil Update and the Lagging Draws
May 22, 2026
May 23 • Open Insights
Transocean / Valaris Merger: DOJ's Second Request, Is it a Bust?
May 15, 2026
May 15 • Open Insights
Open Insights
Open Insights
A walkthrough of market issues and actionable investment ideas by Open Square Capital, an asset management firm with a thematic investment approach.
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