Open Insights

OXY's Q2 Review: Let the Value Capture Begin

The Intern Buys an NBA Team . . . for pennies on the dollar.

PELOTON's Poised to Moon

Our Q2 2025 Letter & Look Ahead

Nike: Our Intern Takes the Shoe Dog for a Walk

Our Intern Makes Lemonade out of Lululemon

A Trifecta: Reasons the US Would Attack Iran

Iran / Israel War - In for a Penny, In for a Pound

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

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

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

Peloton's Hamilton Moment . . . in 3 Months