weekly-treasure-hunt

Ready for Stagflation? Positioning for the Oil Shock — Weekly Treasure Hunt #05

Why the largest supply disruption in history is accelerating the bull case for Latin American energy producers.

Mar 15 • Sebastian

The Great Rotation: Long Live the Old Economy — Weekly Treasure Hunt #04

Tech is bleeding capital. Here's where it's landing

Feb 15 • Sebastian

Is the Oil Sector a buy now? —Weekly Treasure Hunt #03

Hunting for value in the last lagging commodity

Jan 25 • Sebastian

Trainwreck or contrarian buy? —Weekly Treasure Hunt #02

Hunting for value in "ugly" charts, tracking insider buys, and diving into a market leader with a new CEO.

Jan 18 • Sebastian

Weekly Treasure Hunt #01—January 12th, 2026

5 beaten-down names, standout earnings, and a highlight from my watchlist

Jan 12 • Sebastian

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts