Sitemap - 2026 - Treasure Hunting
Portfolio Update: August 2026 + Q2 Earnings commentary
Portfolio Update: July 2026 + Q2 Earnings outlook
Half-year 2026 update, reflections on +55%
My story: two years as a full-time investor
Short-term inflection, long-term compounder?
Quick and timely idea: Positioned for a sale
30% Levered FCF Yield but Bad Balance Sheet, Bad Business?
Q1 2026 Portfolio Update: Reflections on +9.1%
Ready for Stagflation? Positioning for the Oil Shock — Weekly Treasure Hunt #05
The Cheapest Oil Stocks in the World
Portfolio Update: February 2026
Q4 2025 Earnings Preview: What to Watch
A $622M Divestiture, a Venezuelan License, and Three Earnings Updates
The Great Rotation: Long Live the Old Economy — Weekly Treasure Hunt #04
Do You Want to Be Right or Do You Want to Make Money?
My Biggest Position: A Monopoly Priced for Failure
Portfolio update January 2026 (Paid Subscribers only)
Is the Oil Sector a buy now? —Weekly Treasure Hunt #03
Special Situation: A Spin-Off the Market Isn’t Pricing In (Frontera Energy, FEC:TO)
Trainwreck or contrarian buy? —Weekly Treasure Hunt #02
Weekly Treasure Hunt #01—January 12th, 2026
Quick Idea: An Overlooked Low-Downside, High-Upside Play on Venezuelan Oil