Joe Stella

[Joe Stella @JoeStella101]

@halleberry Halle, we all hope we can look as good as you, when we're 60

[Joe Stella @JoeStella101]

@RayDalio @zerohedge Legend

[Joe Stella @JoeStella101]

Buffet’s moat and Musk’s innovation points are not mutually exclusive and can coexist. I think another way to look at this, is that Musk focuses on the early stage of the S-curve where heavy investment is usually necessary to innovate and creat new products and growth. This high investment some times delivers return on capital but not always. Buffett on the other hand looks for steady businesses that usually occupy the mature stage of the S-curve, deliver steady cashflows, and have moats because they have had the time to develop them. So they can both be right.

[Joe Stella @JoeStella101]

@jeremie0117 Don’t worry. The straight is open and oil is flowing freely. Why would anyone think there is a problem

[Joe Stella @JoeStella101]

@TokyoDeepValue Interesting. Do these sleepy companies eventually re-rate?

[Joe Stella @JoeStella101]

@GavMcCracken Your substack article is spot on

[Joe Stella @JoeStella101]

You are making a reasonable point. But put yourself in Trump’s shoes and consider the scenario of the US just leaving and effectively giving Iran control of Hormuz, nukes, continued ballistic missiles, proxies the whole lot. Then think what that means for the loss of power for the US, the damage to the petrodollar and the second and third order consequences.

[Joe Stella @JoeStella101]

@jeremie0117 @AurelionRsch Highly circumstantial- no data to support your claims

[Joe Stella @JoeStella101]

@stats_feed One hundred years of solitude

[Joe Stella @JoeStella101]

@stats_feed A good book

[Joe Stella @JoeStella101]

@paulg Spring and summer in Stockholm are amazing. Winter, not so much

[Joe Stella @JoeStella101]

@NightSkyToday Does Ryanair fly there?

[Joe Stella @JoeStella101]

@iyad_elbaghdadi I think your assessment is directionally correct. One point which is perhaps overestimated in your analysis, is Iran's ability to continue responding as it has, given that itself will also be under increasing attack pressure from the US & Israel

[Joe Stella @JoeStella101]

@AndreasSteno Yes indeed, you didn't. My bad. Isn't Iran's biggest card right now choking Hormuz oil exports, and therefore creating economic pain everywhere? What negotiating cards would Iran have if oil flows normalize?

[Joe Stella @JoeStella101]

$PROP released its 2025 earnings & investor call a day earlier. Management is clearly running a coordinated playbook ahead of April 7 Series F deadline. They're flooding the market with positive operational data points and trying to build momentum in the stock

[Secretary Chris Wright @SecretaryWright]

Only in California! Newsom is blocking oil production off California’s coast from reaching their own refineries, driving gasoline prices even higher for Californians!

Now, this oil production will have to be shipped elsewhere, lowering gas prices for other areas— just not for California! This is the opposite of common sense! The Trump administration is working every day to LOWER energy prices for ALL Americans!

[Giovanni Staunovo🛢 @staunovo]

Sable Offshore Corp. is seeking the Trump administration’s help to jumpstart a California oil project that’s awaiting regulatory approval.

The Houston-based company’s effort to tap hundred of millions of barrels of crude off the coast of Santa Barbara have been stymied by state regulators’ opposition to reopening pipelines that funnel the crude to refineries.

If state approval isn’t forthcoming soon, Sable is prepared to go all-in on a plan to use tanker ships to haul the crude away to other markets, said Chief Executive Officer Jim Flores.
#oott #SOC $SOC https://t.co/cJYmbCFU4e

[Joe Stella @JoeStella101]

$SOC

Sable confirms that it is seeking support from the Trump administration

[Joe Stella @JoeStella101]

The $SOC story is an interesting case in investment psychology and how our brains deal with uncertainty

- Threat response: Our brain often treats uncertainty like danger. The amygdala (fear center) lights up, pushing us toward caution
- Filling gaps: When information is missing, our brains instinctively “fill in the blanks”—usually with worst-case scenarios
- Stress & control: Uncertainty raises cortisol (stress hormone) because the brain craves predictability and control.
- Bias toward action: To reduce uncertainty, we often make quick decisions—even bad ones—just to escape the discomfort of “not knowing”
- Takeaway: take a deep breath, examine the facts, reach level-headed conclusions