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Our coverage universe of thesis-driven equity and commodity research, published by Whitestone Capital's sector teams.
Coverage Universe.
Long-form fundamental research with explicit theses, modeled financials, and transparent valuation work.
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Our Equity Research and FICC teams are publishing initiations through Summer 2026.
Simulated Portfolio
$1,000 in Every Call
What if you invested $1,000 in each recommendation on its publication date? Positions are liquidated when their price targets are met, with realized gains retained in cumulative P&L. Compare cumulative gains against the same dollars invested in the S&P 500, one week at a time.
As of
Sep 23, 2026
Invested
$4,000.00
WSC Portfolio
$4,486.19
$486.19 (+12.15%)
S&P 500
$4,054.96
$54.96 (+1.37%)
Cumulative P&L · same capital invested
WSC $486.19 / S&P 500 $54.96
$431.22 ahead as of Sep 23, 2026
Cumulative gains above contributed capital. Weekly start carries forward the last observed close; subsequent points use supplied prices only. No daily prices are estimated.
| Position | Entry | Value | P&L |
|---|---|---|---|
| Eli Lilly (LLY) | Apr 30, 2026Liquidated Jun 29, 2026 | $1,304.41 | $304.41 (+30.44%) |
| MANGOS Basket (NVDA · GOOGL · META · SPCX) | Aug 9, 2026 | $1,090.69 | $90.69 (+9.07%) |
| Devon Energy (DVN) | Aug 11, 2026Liquidated Sep 15, 2026 | $1,123.35 | $123.35 (+12.33%) |
| Gold (GLD proxy) | Aug 17, 2026 | $967.74 | -$32.26 (-3.23%) |
Hypothetical, for educational purposes only. Uses the biweekly closing prices provided through September 23, 2026. MANGOS is modeled as an equal-weight basket of NVIDIA, Alphabet, Meta, and SpaceX. LLY and DVN are liquidated at their stated targets on June 29 and September 15, respectively, with proceeds held as cash. Gold uses GLD as a proxy. The S&P 500 comparison invests $1,000 on each corresponding entry date and remains invested. Past performance does not guarantee future results.