Open Insights

Peloton's Q2: For Want of a Nail . . .

February 6, 2026

2 hrs ago • Open Insights

1

January 2026

Our Q4 2025 Letter & Look Ahead: Oil, OXY & PTON

January 26, 2025

Jan 26 • Open Insights

11

7

1

Two Chart to Contemplate on MLK Weekend

January 17, 2026

Jan 17 • Open Insights

14

2

1

December 2025

Stocking Stuffers: Peloton, Lululemon, and SeaWorld

December 23, 2025

Dec 23, 2025 • Open Insights

7

When Deeper Dives Reveal Hidden Truths: Peloton

December 13, 2025

Dec 13, 2025 • Open Insights

4

1

The Footrace at Fluor vs. NuScale

December 5, 2025

Dec 5, 2025 • Open Insights

13

3

November 2025

Every Generation Needs Their Bubble

November 21, 2025

Nov 21, 2025 • Open Insights

4

OXY's Sensibility Makes Little Sense

November 14, 2025

Nov 14, 2025 • Open Insights

10

7

2

The Changing Narrative at Peloton

November 8, 2025

Nov 10, 2025 • Open Insights

6

1

October 2025

The Spooky Oil Market

October 30, 2025

Oct 30, 2025 • Open Insights

10

2

Peloton's Push for Growth

October 20, 2025

Oct 20, 2025 • Open Insights

5

2

1

Cenovus Bids Up, Strathcona Stalks . . . and We Watch

October 9, 2025

Oct 9, 2025 • Open Insights

4