Open Insights
A walkthrough of market issues and actionable investment ideas by Open Square Capital, an asset management firm with a thematic investment approach.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 285 | Founded | 6 years ago | Last Issue | 9 days ago |
| Active | |||||
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openinsightscap.comLatest Issues
Oil: When the Invisible Becomes Visible
It’s on now.
We’re bounding up the escalation ladder. Both sides. For sure one side, Iran, is shoving, while the other, the US, is trying to climb down.
Oil prices have vaulted in the past few weeks, and understandably (and predictably)...
As the Summer Fades, Energy Begins to Heat-Up
This.
That’s where we’re at in all this. Just “declare” victory, and it’ll work out. If wars were only that easy.
We’re far beyond the point where nonsense surpassed common sense. In fact, Wall Street now has the privilege of paying $100...
ServiceNow: When SAAS Meets AI = Opportunities
(As we’re apt to do for the summers, we tend to hire a few interns. It’s a great way to pass on some of the things we’ve learned, inject a fresh new view into what we do from someone younger, and get a bit of help on a few odds and end. For...
Planet Fitness: The $10 Gym That Grew Into a Franchise Machine
(As we’re apt to do for the summers, we tend to hire a few interns. It’s a great way to pass on some of the things we’ve learned, inject a fresh new view into what we do from someone younger, and get a bit of help on a few odds and end. For...
Grinding Through Oil
Grinding.
That’s what we’re doing.
Grinding lower, grinding down, grinding away.
Sure, we’ll pretend like we don’t need it.
We’ll pretend like we don’t want it.
We’ll straight-up lie to each other about it.
It’s what we do when we can...
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Authors
The writers behind this newsletter.
A collaboration between Open Square Capital & HFI Research. OSC (www.opensquarecapital.com) is an asset mgmt firm w/a thematic approach. HFI (seekingalpha.com) is a research service offering market leading analysis of the energy sector.
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