Hi,
I started a substack recently where I write long form posts that get generalist investors up to speed on a sector or trade idea, and also provides monthly screening for the sector/idea. It's free and I intend to keep it this way forever.
I wrote a post on tankers a month ago:
https://marketweasel.substack.com/p/the-ship-is-turning
along with an update yesterday:
https://marketweasel.substack.com/p/tanker-thesis-update-1
Hope someone finds this useful!
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