Buy VAL by Aug 30, 2026.

TLDR: I'm long a lot of traditional energy, I prioritize torque and immediate capital returns via buybacks. 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’m focused entirely on physical constraints and the structural undersupply of global energy. Tangible asset scarcity is key, and broken global logistics dictate terms. The market appears, for whatever reason, to be blind to just how long …