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FANG
USEnergy · Oil & Gas Exploration & Production
Each weekday: the watchlist of pullbacks inside uptrends, every new ticker teardown, and the bubble shifts that move names like this one. Free. Education, not advice.
Free when you join: the $HOOD Teardown Dossier (Robinhood Markets), the full desk file we sell in the shop. One per new reader.
No spam. One email per day max, unsubscribe in one click. Pro ($49/mo) includes every dossier and report in the shop.
Structural: Permian-pure operator with industry-low breakevens (~$37/bbl WTI corporate FCF breakeven post-Endeavor). $26B Endeavor close (Sept 2024) added ~344k net acres of Tier 1 Midland inventory and lifted scale to ~470 MBoe/d, making FANG the third-largest Permian producer behind $XOM and $CVX.
Owns ~55% of $VNOM royalty stream + midstream stakes (Deep Blue water, EPIC crude/NGL) - non-E&P cash flow buffers commodity beta.
Bull case:
Bear case:
It reads our $FANG data (thesis, key levels, peers, a year of prices) and any chart screenshot you paste, then explains the setup in plain English. Free with an email login, 5 questions a day. Education only: it never tells you to buy or sell, and it can be wrong, so check the numbers.
High-signal only
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.