| Ticker | Mentions | Stance | Conv | Entry | P&L YTD | Theme | Thesis (click to expand) | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|
| DOW | ×1 | LONG | HIGH | $38.64 | Other | 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. | Apr 23 | YOUTUBE |