About Bison Energy Insights
Bison Insights is a research newsletter showcasing the oil and gas investment ideas that Josh Young believes offer compelling upside in today’s market. Every month, Bison Insights features a deep dive into one of these opportunities, spanning public equities, warrants, and bonds, selected through a rigorous research process developed over Josh’s nearly two decades of professional energy investing.
As a seasoned investor and former public E&P chairman, Josh combines real-world operational insight with deep market knowledge to uncover high-potential upside opportunities that many investors miss — and may not even know to look for. These mostly aren’t the names that show up on conventional screens — they’re overlooked, asymmetric, and often misunderstood by the broader market.
Why Now
Global energy demand is booming, driven by rapid AI data center growth and LNG export capacity expanding global access to North American gas
Over a decade of U.S. shale-led oversupply and depressed prices has led to chronic underinvestment across the sector
The twilight of U.S. shale may be setting the stage for a sustained, multi-year energy bull market
To Josh, today’s setup feels a lot like late 2020. Capital has fled the public energy space, prices are still recovering, and few are paying attention. But the next wave may be even bigger. Bison Insights is Josh’s way of sharing what he’s seeing now: overlooked, undervalued ideas with the potential to massively outperform in a higher oil or gas price environment.
As with any high-upside opportunity, the risks are real, including the potential for permanent capital loss. While Josh’s research process has produced major wins in the past, there have also been periods of underperformance, and occasional permanent capital impairment. The ideas presented are for informational purposes only and do not constitute investment advice. Consult an advisor and caveat emptor.
We’re excited to share these opportunities with you. For questions or feedback, reach us anytime at info@bisoninsights.info.
FAQ
What do I get with the Free Tier?
The Free Tier includes access to the public portion of our newsletters. You’ll receive high-level market insights, macro context, and an introduction to the types of oil and gas opportunities Josh is tracking. To access the specific tickers and names of the securities covered, you’ll need to upgrade to the Premium or Pro Tier.
What’s included in the Premium Tier?
The Premium Tier ($50/month or $500/year, currently 50% off) provides full access to Josh’s monthly stock ideas. Each article includes the company name, detailed financial context, and the complete investment thesis. Additionally, occasional oil and gas macro insights and perspectives, including analysis key to specific investment theses, will be shared.
These are the same types of ideas that have contributed to Josh’s past success in energy investing, and Josh (or funds he advises) holds positions in most of the ideas currently slated for publication. Any positions will be fully disclosed.
What do I get with the Pro Tier?
The Pro Tier ($10,000/year, currently 50% off) is designed for high-net-worth individuals, capital allocators, and professional investors. It includes:
Early access to Josh’s Top 10 oil and gas ideas for Bison Insights, with succinct thesis summaries
Monthly webinars featuring Josh and guest experts
Private Q&A sessions and interviews offering additional insight into market dynamics and specific investments
How often is new content published?
We aim to publish one new stock idea per month. To kick things off, we’ll be publishing a couple of ideas per month over the next several months. In months without new ideas, we may provide updates on existing ones. If there are material developments, we’ll share monthly follow-ups. Pro subscribers will also receive monthly webinars regardless of publication timing.
How is this different from a typical investment newsletter?
Most investment newsletters offer a broad list of ideas with limited depth. Bison Insights takes a different approach by focusing each issue on one high-conviction opportunity uncovered through deep fundamental research. These are not surface-level picks, but thoroughly vetted ideas with real potential for asymmetric upside. They rely on decades of investment and energy industry experience, often benefiting from the perspectives of successful current and former industry executives and other experts.
Is this investment advice?
No. Bison Energy Insights is for informational purposes only. The content reflects our views and research but is not a recommendation to buy or sell any security. All investments carry risk, including the potential for total loss. This is not tailored to any individual and is only Josh’s opinion and general industry and market insights.
How do I subscribe or upgrade my plan?
You can subscribe or manage your plan directly here. If you have any questions, reach out to us at info@bisoninsights.info.
