Letters by company

Petrobras - Petroleo Brasileiro SA

2 letters discussing PBR. Everything written about it on this site is on its ticker page.

Packer & Co Investigator Trust June 2026 Report Investigator Trust retained nearly half the portfolio in short-dated government bonds and sold its gold position amid expensive global markets and concern over an AI-driven speculative cycle. It added to offshore drillers and backed oil, gas and uranium assets including CNOOC, Petrobras and NexGen Energy, arguing that power demand and energy-security concerns support their valuations. financial year 2026 AMZN $2.9TDEPW META $1.6T
Blue Tower Asset Management Q2 2026: Oil's Exhausted Buffers and the Case for Energy Blue Tower retained Enova International despite expected merger-related volatility, arguing that its combination with Grasshopper Bank will broaden markets and lower funding costs. The portfolio added Petrobras and SM Energy as an oil-price hedge, citing dwindling global inventories, constrained Hormuz traffic, Chinese stockpile drawdowns and producer capital discipline. Q2 2026 ENVA $4.2BPBR $115BSM $7.3B