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| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 69 | Subscribers | Read | bisoninsights.info |
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Recent posts by this newsletter. Browse the email archive.
Rising asset values, inventory depletion and aggressive financing were the talk of the NAPE conference. There are implications for the oil and gas industry, including Bison Insights ideas.
One of my favorite investment ideas has received an unexpected catalyst, with further potential upside ahead.
While some Bison Insights ideas are soaring and much of the sector is rerating, two ideas are lagging for now, while trading at compelling valuations with catalysts.
The company is being bought, which has driven the price of the most recent idea materially higher. In this article, I provide an updated view of the thesis and valuation for the pro forma entity.
The writers behind this newsletter.
Bison Insights is a newsletter by Josh Young focused on high-upside potential oil and gas investment ideas, oil and gas market analysis, and expert interviews.
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