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TSCS Profile picture
TSCS
@SCapStrategist
Former London hedge fund experience, delivering institutional-grade equity research. Built for investors who think independently.
Feb 4 • 12 tweets • 4 min read
1/
 Tourmaline Oil $TOU is a C$24 billion giant fighting a rigged market.

Michael Rose is an industry legend, but even legends cannot fix a structural gas glut alone.

This is the reality of Canada's biggest gas play. 🧵👇#Energy #Investing #Macro #Oil #Gas 2/
 Michael Rose is a serial entrepreneur who created C$30 billion across three companies. He built Berkley and Duvernay for massive exits before founding $TOU. He is a geologist with a golden gut, but he is not immortal. Image
Jan 15 • 13 tweets • 4 min read
1/ The "Spinning Rust" era is over. Investors think $PSTG is just another hardware company. They are wrong.

This is a bet on the thermodynamics of the AI Factory. $PSTG is a high margin software business hidden in a tin box. Here is the math. 🧵 Image 2/ First: the "SSD Integrator" model used by $DELL, $HPE, and $NTAP is an engineering compromise.
They buy off the shelf SSDs, plug them into a chassis, and call it innovation. It is inefficient, redundant, and frankly, it is stupid.