Mentioned 5/24/2026
Creator Profile
Fundamental Deep Dive
YouTube | Stock
5,730 followers
Visit creator profileReturn Since March 15, 2026
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May 24, 2026
Howard Marks Bets: Why Petrobras is a Screaming Buy (PBR)
This video discusses Petrobras (PBR), highlighting a significant investment by Howard Marks' Oaktree Capital Management. The creators aim to strip away political noise and focus on the company's financial performance, particularly its strong operating cash flow and the reasons behind legendary value investors building positions despite conventional biases against state-owned enterprises.
May 15, 2026
Earnings Report: Why a 50% Profit Drop Sent JD.com Stock Soaring | Q1 2026
JD.com's Q1 2026 earnings report showed a nearly 50% drop in profit, yet the stock surged 9%. This paradox is explained by institutional investors recognizing the company's deliberate suppression of short-term margins to fund aggressive strategic expansion, which the market rewarded.
May 9, 2026
Earnings Report: Why Occidental Petroleum is Rewriting the Energy Playbook in 2026 | Q1 2026
The host and expert discuss Occidental Petroleum's (OXY) Q1 2026 earnings report, highlighting its impressive production numbers exceeding guidance and its disciplined capital allocation strategy focused on debt reduction. They emphasize that investors should focus on debt maturity and well economics rather than topline revenue for OXY.
Recent Stock Calls
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
Mentioned 5/15/2026
Mentioned 4/23/2026
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