We came across a bullish thesis on Delek US Holdings, Inc. (DK) on Substack by Matt Lindsay. In this article, we will summarize the bulls’ thesis on DK. Delek US Holdings, Inc. (DK)’s share was trading at $17.91 as of 21st May. DK’s trailing and forward P/E were 4.61 and 20.33 respectively according to Yahoo Finance.

Massive storage tanks filled with crude oil and diesel fuels at an oil refinery.
Delek (DK) operates in the challenged refining sector, where cyclical margins, high...




