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 | 289 | Founded | 6 years ago | Last Issue | 13 days ago |
| Active | |||||
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openinsightscap.comLatest Issues
Our Q3 2026 Update: Our Companies (OXY, RIG, VAL)
October 18, 2026
(Note: we’ve just published our quarterly letter, and recommend this post be read in companion with it.)
Our Q3 2026 Letter and Look Ahead
October 18, 2026
Eight months and counting. By the time this letter reaches you, we’ll be closer to nine. Nine whole months. Nine months of continuous uncertainty and volatility. Nine months of mutual distrust and intractable positions. Ni...
Oil Market: When All You Can Say is Wow.
“For the first time since the start of the Iran conflict, we don’t have a baseline view. We simply don’t know how to model the endgame.”
Yeah that’s bad.
If you hadn’t read it, that was JP Morgan’s Natasha Kaneva’s take on the oil market....
Formula 1: Liberty Media’s Drive for Success
(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 ends. Fo...
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)...
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| Subscribers | Engagement | 75 | Monthly Web Visits | ||
|---|---|---|---|---|---|
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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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