Sitemap - 2025 - Open Insights
Stocking Stuffers: Peloton, Lululemon, and SeaWorld
When Deeper Dives Reveal Hidden Truths: Peloton
The Footrace at Fluor vs. NuScale
Every Generation Needs Their Bubble
OXY's Sensibility Makes Little Sense
The Changing Narrative at Peloton
Cenovus Bids Up, Strathcona Stalks . . . and We Watch
OXY Gets a Chemical Bath as the Market Douses the Messenger
SCR / MEG / CVE Who's Willing to Go OVER THE TOP
MEG/SCR/CVE: Now the REAL BIDDING Starts
Two Updates post-OXY Q2 Review: FCF and LCV
OXY's Q2 Review: Let the Value Capture Begin
The Intern Buys an NBA Team . . . for pennies on the dollar.
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
OXY's Q1 Review: White Knuckling the Ride
OPEC+ is Dead, Long Live the King
Our Q1 2025 Letter & Look Ahead
The Market Beatings Will Continue, Until Morale Improves
Can Trump and the Market Thread this Needle?
Quad City Here We Come: Stagflation & Oil
Just How Sturdy Are the Consumers' Boats?
Walking Through RH, Failing to See the Vision
OXY's Q4, CrownRock Starts to OXY Rock
Put Pinterest on Your AI-dea Board
Review of Peloton's Qtr Results: Another Beat and Raise
Peloton's Q2 Call: It Didn't Come this Far to Only Get this Far