| Ticker | Mentions | Stance | Conv | Entry | P&L YTD | Theme | Thesis (click to expand) | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|
| BNO | ×1 | LONG | HIGH | $49.33 | Energy | Oil will stay elevated above $90 per barrel for weeks and months because the current price reflects a reasonable war premium for the 30% global oil supply bottleneck at the Strait of Hormuz, and the market will need a very clear, meaningful, and sustainable resolution of the supply disruption before oil retreats below $80. | Apr 22 | YOUTUBE |