Jacob Larsen

@SLCPaladin · tracked since Mar 2026
Calls
2
Win Rate
100.0%
return
+4.5%
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
FRO Long +7.4%
STNG Long +1.5%
Worst Calls
No live losers yet
Most Mentioned
FRO ×1
CMBT.BR ×1
STNG ×1
Recent Calls
STNG Long 4 months ago
EURN Long 4 months ago
FRO Long 4 months ago
Win Rate 100% Long 2 Short 0
Win Rate
7d 0%
30d 50%
90d 50%
Average Return +4.5% Long Return +4.5% Short Return -
Average Return
7d -9.4%
30d -1.0%
90d +0.2%
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
FRO Frontline plc Frontline plc
Long
Mar 08
$34.56
+7.4%
"Shipping companies in general are not comfortable sending ships through the Straits of Hormuz." Ships are trapped inside, and those outside are refusing to enter. This is a classic dislocation trade. While Gulf volume is down, the *efficiency* of the global fleet has collapsed. Buyers must source oil from further away (e.g., US to Asia, West Africa to Europe), increasing ton-miles. With many tankers trapped or refusing to sail, the supply of *available* tankers for safe routes plummets, causing freight rates on non-Gulf routes to skyrocket. LONG tanker companies with fleets positioned outside the Persian Gulf. If the Strait reopens quickly, the risk premium evaporates and rates crash.
"Shipping companies in general are not comfortable sending ships through the Straits of Hormuz." Ships are trapped inside, and those outside are refusing to enter. This is a classic dislocation trade. While Gulf volume is down, the *efficiency* of the global fleet has collapsed. Buyers must source oil from further away (e.g., US to Asia, West Africa to Europe), increasing ton-miles. With many tankers trapped or refusing to sail, the supply of *available* tankers for safe routes plummets, causing freight rates on non-Gulf routes to skyrocket. LONG tanker companies with fleets positioned outside the Persian Gulf. If the Strait reopens quickly, the risk premium evaporates and rates crash.
Shipping & Tankers
YOUTUBE
STNG Scorpio ... Scorpio Tankers Inc.
Long
Mar 08
$76.85
+1.5%
"Shipping companies in general are not comfortable sending ships through the Straits of Hormuz." Ships are trapped inside, and those outside are refusing to enter. This is a classic dislocation trade. While Gulf volume is down, the *efficiency* of the global fleet has collapsed. Buyers must source oil from further away (e.g., US to Asia, West Africa to Europe), increasing ton-miles. With many tankers trapped or refusing to sail, the supply of *available* tankers for safe routes plummets, causing freight rates on non-Gulf routes to skyrocket. LONG tanker companies with fleets positioned outside the Persian Gulf. If the Strait reopens quickly, the risk premium evaporates and rates crash.
"Shipping companies in general are not comfortable sending ships through the Straits of Hormuz." Ships are trapped inside, and those outside are refusing to enter. This is a classic dislocation trade. While Gulf volume is down, the *efficiency* of the global fleet has collapsed. Buyers must source oil from further away (e.g., US to Asia, West Africa to Europe), increasing ton-miles. With many tankers trapped or refusing to sail, the supply of *available* tankers for safe routes plummets, causing freight rates on non-Gulf routes to skyrocket. LONG tanker companies with fleets positioned outside the Persian Gulf. If the Strait reopens quickly, the risk premium evaporates and rates crash.
Shipping & Tankers
YOUTUBE
Showing 2 of 2 calls · sorted by mentions

Jacob Larsen has 2 trade ideas tracked on Buzzberg across 2 tickers since March 2026. Most covered: FRO, CMBT.BR, STNG.