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Open Insights

A walkthrough of market issues and actionable investment ideas by Open Square Capital, an asset management firm with a thematic investment approach.

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Substack
PricingFreemiumPublishesWeekly
Issues276Founded6 years agoLast Issue11 days ago
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Latest Issues

Countdown to Bedlam

Oooh that was a doozy wasn’t it?

14 points.

14 points, each one a gut punch.

You knew it was bad.

You knew IT HAD TO BE BAD, since the US wouldn’t release the text until “the signing.” It’s like a report card gone wrong, and the kid...

11 days ago
35
5

TACO Supreme Served at the Strait of Hormuz

Alright alright.

Ladies and gentlemen we have a deal!

Greatest meal deal ever. It’s like a Tacos Supreme Combo.

3 luscious Taco Supremes plus an ‘Murica sized big gulp of sugary carbonated water to help all that medicine go down. Mary P...

17 days ago
61
5

MSGS at a Glaring Discount so GO KNICKS GO!

June 5, 2026

GO KNICKS GO! Okay really, we’re Lakers fans in our heart, but as Madison Square Garden Sports (“MSGS”) shareholders . . . GO KNICKS GO!

25 days ago
5
Paid

A Glut of Supply: Gaslighting the Market

So I got into a car accident yesterday.

Nothing major, just a minor fender bender. Stopped in the middle of a parking lot, waiting for a young lady to back out. She backed out, then kept backing . . . then backing . . . then . . . oh this...

a month ago
98
10

Oil Update and the Lagging Draws

Okay, let’s talk oil. $96/barrel right now after what’s news reports that an agreement to defuse the current standoff is within reach between Iran and the US. Though there still are issues, particularly around what’s in and what’s out of th...

a month ago
54
5

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  • Open Insights

    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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