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ServiceNow: When SAAS Meets AI = Opportunities
August 28, 2026
Aug 28 • Open Insights
Planet Fitness: The $10 Gym That Grew Into a Franchise Machine
August 21, 2026
Aug 24 • Open Insights
Grinding Through Oil
August 14, 2026
Aug 14 • Open Insights
OXY's Plan for Financial FREEDOM
August 7, 2026
Aug 7 • Open Insights

July 2026

We Choose Violence
July 31, 2026
Jul 31 • Open Insights
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

June 2026

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

May 2026

Oil Update and the Lagging Draws
May 22, 2026
May 23 • Open Insights
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