Virtually Live: 02 April 2026 - The Rivkin Report

In this week’s show

01:35 – Q1: What are your thoughts about oil stocks? I hold STO and WDS and have been frustrated by them for a long time. Is the war in Iran the turning point or an opportunity to sell?

06:00 – Q2: I’m interested in your thoughts on Temple and Webster (TPW). It has sold off a lot, but is its business at risk from AI?

09:48 – Q3: You’ve discussed MOT in the past, but could you give me your views on MRE? It looks very cheap to me.

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