Archive - Bison Insights

Drill Baby Drill - Recording of Live Update

Latest oil inventory and drilling activity data walkthrough

8 hrs ago • Josh Young

31:44

Update On Undervalued Oil Producer That is Buying Back Stock and Paying Off Debt

Alternative perspective from an even more bullish analyst.

Jun 6 • Josh Young

I'm Bullish Oilfield Services, But I'm Passing on This Levered OFS Stock

This stock could work if the cycle gets very strong, but I think the risk/reward is much worse than the OFS stock ideas I've shared here on Bison…

Jun 4 • Josh Young

Exxon and Chevron CEOs See Oil Price Upside Risk - I See Tremendous Opportunities

“An iron law of business is that growth eventually dampens exceptional economics.” — Warren Buffett

Jun 2 • Josh Young

May 2026

My Latest Stock Idea Explained Simply

This discounted oilfield services company is well positioned as oil drilling activity rises

May 31 • Josh Young

Update on "10x or Bust" Oil Producer Stock Idea

Distressed oil stock update: high risk, high upside potential.

May 29 • Josh Young

Live conversation with top performing CEO of Infrastructure + OFS company CEO

A recording of our live conversation with subscriber Q&A

May 29 • Josh Young and Dan Halyk

1:07:15

$350 Million Canadian Duvernay Shale Deal

A U.S. shale pioneer buys in - promising for my favorite Duvernay producer

May 27 • Josh Young

Drill Baby Drill - There is no Iran Deal

Oil -6%, no deal yet. Have a good Memorial Day.

May 25 • Josh Young

57:21

Iran: Trump’s Biggest Deal?

“My style of deal-making is quite simple and straightforward. I aim very high, and then I just keep pushing and pushing and pushing to get what I’m…

May 23 • Josh Young and Brendan Cumming

Live Interview: Jesse Day

Jesse is a commodities market expert with a unique perspective

May 22 • Josh Young and Jesse Day

51:51

This Large Cap Oil Producer is Outperforming, With More to Come

I usually write about small-cap oil stocks on Bison Insights, but back in December I shared my thesis on a large-cap company trading at an unwarranted…

May 21 • Josh Young

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