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Open Insights

Everything we have picked from this writer, newest first.

ServiceNow targets $30 billion in FY2030 revenue and a Rule of 60+ as it expands premium agentic AI offerings and consumption-based pricing.

Open Insights Aug 28

Planet Fitness runs 2,930 clubs and 21.5 million memberships through an asset-light franchise model funded by $15 monthly dues, royalties…

Open Insights Aug 23

Occidental Petroleum’s plan targets debt-free operations and roughly double 2025 cash generation under new CEO Richard Jackson, following…

Open Insights Aug 7

MSGS, owner of the Knicks and Rangers, filed a Form 10 to explore a spinoff as comparable franchise sales support an $11 billion valuation.

Open Insights Jun 5

Transocean's acquisition of Valaris faces a DOJ second request, putting the offshore-drilling merger's antitrust approval and closing…

Open Insights May 15

Occidental Petroleum’s Q1 2026 execution and operating outperformance were offset by a costly management derivative misstep.

Open Insights May 8

Open Square Capital’s Q1 2026 letter discusses the oil market, Iran, Occidental Petroleum and Peloton.

Open Insights Apr 17

Occidental Petroleum is positioned for oil above $80, with a prolonged Iran conflict and Gulf supply shut-ins pushing prices into triple…

Open Insights Mar 20