Open Insights

When History Rhymes, and the US Strikes

October 30, 2026

Oct 30 • Open Insights

14

Our Q3 2026 Update: Our Companies (OXY, RIG, VAL)

October 18, 2026

Oct 19 • Open Insights

5

Our Q3 2026 Letter and Look Ahead

October 18, 2026

Oct 19 • Open Insights

9

9

September 2026

Oil Market: When All You Can Say is Wow.

September 25, 2026

Sep 25 • Open Insights

18

1

1

Formula 1: Liberty Media’s Drive for Success

September 24, 2026

Sep 24 • Open Insights

5

Oil: When the Invisible Becomes Visible

September 12, 2026

Sep 12 • Open Insights

19

As the Summer Fades, Energy Begins to Heat-Up

September 4, 2026

Sep 11 • Open Insights

9

3

August 2026

ServiceNow: When SAAS Meets AI = Opportunities

August 28, 2026

Aug 28 • Open Insights

10

Planet Fitness: The $10 Gym That Grew Into a Franchise Machine

August 21, 2026

Aug 24 • Open Insights

6

2

Grinding Through Oil

August 14, 2026

Aug 14 • Open Insights

17

OXY's Plan for Financial FREEDOM

August 7, 2026

Aug 7 • Open Insights

9

July 2026

We Choose Violence

July 31, 2026

Jul 31 • Open Insights

15

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