By Paul Sankey
Published on June 8, 2022 at 8:55 AM
Tomorrow Zoom Strategy Session: Rich Voliva, CFO HollyFrontier. Thursday Jun 9, 2022 05:00 PM ET Register in advance for this meeting: https://us02web.zoom.us/meeting/register/tZ0kduyprj4uHNTcVO53YRKHbhYSRWHUiIX1 Tonight, quick meeting with Uzi, and Blake, CEO and IR of Delek. I had texted about the story in Tradewinds that they were getting into Jones Act shipping. Apparently they bought a couple of barges that are “not material, especially not in the context of today’s margins”. Lucked into a quick catch up […]
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By Paul Sankey
Published on June 5, 2022 at 3:05 PM
June, A beautiful day here in Brooklyn Heights, I wish you a wonderful Sunday. I always maintain that if you ignored the media, you would think it’s a wonderful world. And it is! That said, I am enjoying the mass media coverage of the Jubilee. BREAKING NEWS: QUEEN WAVES FROM BALCONY. Headline on my screen here. And we are kicking ourselves for not being in London, given my mother lives right on Hyde Park, in […]
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By Paul Sankey
Published on May 22, 2022 at 4:30 PM
A couple of weeks ago, we highlighted that week ahead as being packed with high multiple growth stocks that could airdrop. And airdrop they did, led by the notorious Upstart, made viral by the analyst live on CNBC who pretended to have an audio problem when pitching the company bullishly, then being asked what Upstart actually did. “I’m sorry… sorry… you’re breaking up…” hilarious. He then compounded the error by furiously posting a video on […]
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