u/LavishlyRitzyy

Reddit r/ValueInvesting
· отслеживается с мар 2026
Сигналы
2
Винрейт
100.0%
доходность
+4.7%
Сигналы 2 1 Постов отслежено · 0.0/день
Сигналы
0
30д 0
90д 0
Лучшие сигналы
XOM Лонг +5.1%
CVX Лонг +4.3%
Худшие сигналы
Пока нет живых убыточных
Самые упоминаемые
XOM ×1
CVX ×1
Последние сигналы
CVX Лонг 5 месяцев назад
XOM Лонг 5 месяцев назад
Винрейт 100% Лонг 2 Шорт 0
Винрейт
100%
30д 0%
90д 0%
Средняя доходность +4.7% Доходность лонгов +4.7% Доходность шортов -
Средняя доходность
+0.6%
30д -3.5%
90д -5.1%
Загрузка графиков...
Результат
Результат
Сортировка
Тема Позиция
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
11 мар
$196.79
+4.3%
The Strait of Hormuz disruption has caused a massive spike in global crude prices. Like XOM, Chevron's upstream operations benefit significantly from elevated crude prices, providing a buffer against shipping logistics issues. CVX is a safer vehicle to play the oil spike compared to smaller, more vulnerable producers. Macro market pullback due to inflation fears; rapid resolution of the geopolitical conflict.
The Strait of Hormuz disruption has caused a massive spike in global crude prices. Like XOM, Chevron's upstream operations benefit significantly from elevated crude prices, providing a buffer against shipping logistics issues. CVX is a safer vehicle to play the oil spike compared to smaller, more vulnerable producers. Macro market pullback due to inflation fears; rapid resolution of the geopolitical conflict.
Нефть и газ
Лонг
11 мар
$157.03
+5.1%
Oil prices have spiked to $119/bbl due to 7 million barrels a day of Middle Eastern oil going offline. Higher crude prices directly boost upstream earnings for large, diversified integrated oil companies, offsetting localized logistical messes. XOM is holding up well and presents a potential short-term trade to capitalize on the oil price shock. The broader market could pull back on inflation worries, or the conflict could resolve faster than expected, crashing oil prices.
Oil prices have spiked to $119/bbl due to 7 million barrels a day of Middle Eastern oil going offline. Higher crude prices directly boost upstream earnings for large, diversified integrated oil companies, offsetting localized logistical messes. XOM is holding up well and presents a potential short-term trade to capitalize on the oil price shock. The broader market could pull back on inflation worries, or the conflict could resolve faster than expected, crashing oil prices.
Нефть и газ
Показано 2 из 2 коллов · сортировка по упоминаниям

У u/LavishlyRitzyy на Buzzberg отслеживается 2 торговых идей по 2 тикерам с марта 2026. Чаще всего покрывает: XOM, CVX.