| Ticker | Mentions | Stance | Conv | Entry | P&L YTD | Theme | Thesis (click to expand) | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|
| BNO | ×1 | LONG | MED | $51.35 | Energy | The Strait of Hormuz disruption will take months to years to fully resolve, with mine clearing taking two months, LNG repairs two years, and aluminum smelting 6-12 months, keeping oil supply constrained and Brent crude prices elevated above $100 for an extended period. | Apr 23 | YOUTUBE |