| # | Ticker | Name | Stance | Conv | Entry | P&L YTD | Theme | Thesis | First Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BNO | United States Brent Oil Fund, LP | LONG | MED | $56.81 | Energy | The standoff over the Strait of Hormuz will last longer than many people think, … | Apr 29 | YOUTUBE | |
| 2 | WTI | West Texas Intermediate Crude Oil | LONG | MED | $144.78 | Energy | The standoff over the Strait of Hormuz will last longer than many people think, … | Apr 29 | YOUTUBE |