← @ramahluwalia

$REPX

BULLISH2026-05-02
Price around the call
2026-05-02
By horizon✗ miss-7.9%
1d
5d
-7.9%
21d
-7.9%
Original post
Ram Ahluwalia CFA, Lumida · 2026-05-02

I wouldn't sleep on energy. I don't believe the bull run is over. The category still has value and it also has momentum. Quants like that. One name we own is $REPX. It has short and long term momentum. Up about 50% in one year. We did a write-up below. FCF Yield still 10%+

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