๐Ÿ“‹ How to profit from US invasion of Venezuela and regime change through a basket of stocks

medium convictionFirst mentioned Jan 3, 2026

How to profit from US invasion of Venezuela and regime change through a basket of stocks.

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entry Jan 3, 2026
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openedJan 3, 2026

US invasion of Venezuela creates investment opportunities in fertilizer stocks (CF, CVE) due to disruption of heavy sour, ammonia, and nitrogen fertilizers; dirty crude processing (VLO) benefits from heavy crude sourcing; naval warfare technology (LDOS) gains from blockades; defense and aerospace (AVAV, HII, LHX) benefit from maritime surveillance; direct suppliers of military operations (BA, RTX, HON) also profit.

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updatedJan 3, 2026-1 conv

CF benefits from disruption of ammonia exports from Trinidad & Tobago due to Venezuela situation, increasing margins as competitors are stuck.

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updatedJan 4, 2026

How to profit from US invasion of Venezuela and regime change through a basket of stocks.

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๐Ÿ’ค
dormantMay 29, 2026

No qualifying thesis event for 45+ days.