Tenaris S.A. (TS) — The Best OCTG Franchise, Priced as If the Tariff Wall Is Permanent

from The Gemini Brief - Investment Deep Dives · host Lukasz Tomicki and LRT Capital Management LLC

Slide Deck ⚡ Kimi’s Take This block is Kimi’s own subjective opinion and general information only — an independent analyst’s view, not investment advice. The analysis in the numbered sections below carries no recommendation and no price target; this section, and only this section, takes a position. HOLD — do not add at $57.96; emphatically not a […]

Episode metadata supplied by the publisher feed · Published Aug 16, 2026

Embed this episode

Attribution link and audio player

NOW PLAYING

Tenaris S.A. (TS) — The Best OCTG Franchise, Priced as If the Tariff Wall Is Permanent

0:00 49:30

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The Gemini Brief - Investment Deep Dives?

This episode is 49 minutes long.

When was this The Gemini Brief - Investment Deep Dives episode published?

This episode was published on August 16, 2026.

Can I download this The Gemini Brief - Investment Deep Dives episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!