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Aparna Bharadwaj 5.0 1 idea

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#TickerNameStanceConvEntryP&L YTDThemeThesisFirst MentionedSrc
1 BNO United States Brent Oil Fund, LP LONG MED $51.35 Energy The Strait of Hormuz disruption will take months to years to fully resolve, with… Apr 23 YOUTUBE
Positions
TickerDirEntryP&LDate
BNO LONG $51.35 Apr 23
Oil supply constrained for months to years
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.
BNO HIGH Bloomberg Markets Apr 23, 07:09
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Aparna Bharadwaj (CNBC host) | 1 trade ideas tracked | BNO | YouTube | Buzzberg