Jim Fitterling

CEO, Dow Inc.
· tracked since Apr 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
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DOW long -11.9%
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DOW ×1
Recent Calls
DOW long 1 month ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d —
Average Return -11.9% Long Return -11.9% Short Return -
Average Return
7d +5.1%
30d -8.5%
90d —
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Thesis
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DOW Dow Inc. Dow Inc.
Long
Apr 23
$38.54
-11.9%
Dow benefits from prolonged Hormuz disruption.
The closure of the Strait of Hormuz has severely impacted global petrochemical supply, lifting prices dramatically. Even if the strait reopened, it would take 275+ days to clear the logistics logjam, supporting prices through 2026 into 2027. Dow expects Q2 revenue of $12B and EBITDA of $2B with more upside than downside, putting the company on track for a ~$6B year, well above projections.
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