๐Ÿ”ฌ Invest in Venezuela regime change through distressed debt (ASHM, HLI, LAZ), heavy crude infrastructure (TE, GHM), diluents (TRGP), banking (MVZ

high convictionFirst mentioned Jan 3, 2026

Invest in Venezuela regime change through distressed debt (ASHM, HLI, LAZ), heavy crude infrastructure (TE, GHM), diluents (TRGP), banking (MVZ.A/B), and energy (CVX, VLO, PSX). Multiple sectors expected to benefit from reconstruction and oil revival.

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entry Jan 3, 2026
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openedJan 3, 2026

Invest in Venezuela regime change through distressed debt (ASHM, HLI, LAZ), heavy crude infrastructure (TE, GHM), diluents (TRGP), banking (MVZ.A/B), and energy (CVX, VLO, PSX). Multiple sectors expected to benefit from reconstruction and oil revival.

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dormantMay 29, 2026

No qualifying thesis event for 45+ days.