Buy VAL by Aug 30, 2026.

My portfolio is first and foremost an aggressive, highly concentrated bet on a prolonged global shortage of oil. Everything else in my book is completely ancillary. I’ve built the portfolio around a high-conviction strategy that completely tunes out speculative tech, space, and AI slop, as well as any other overpriced growth stories the rest of the market keeps chasing. Instead, I’m focused entirely on the hard realities of physical constraints and the structural undersupply of global energy. Tangible asset scarcity …