| Ticker | Mentions | Stance | Conv | Entry | P&L YTD | Theme | Thesis (click to expand) | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|
| BNO | ×1 | LONG | MED | $56.81 | Energy | The standoff over the Strait of Hormuz will last longer than many people think, which will keep oil prices elevated due to ongoing supply disruption and Iranian resilience. | Apr 29 | YOUTUBE | |
| WTI | ×1 | LONG | MED | $144.78 | Energy | The standoff over the Strait of Hormuz will last longer than many people think, which will keep oil prices elevated due to ongoing supply disruption and Iranian resilience. | Apr 29 | YOUTUBE |