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Expert Interview: A Misunderstood, Highly Accretive Acquisition with Decades of Oil Reserves
Interview with a leading expert on key assets for a recently discussed company, their just-closed acquisition, and the long-term economics the market…
20 hrs ago
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Josh Young
12
1
1
Happy Hanukkah, Merry Christmas, and Happy New Year!
Performance Update and Article Directory — with more ahead in the year to come.
Dec 22
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Josh Young
13
4
Asymmetric Offshore Opportunity Backed by Oil-Majors. Bonus: External Expert Analysis Included!
For pennies on the dollar, a portfolio of carried interests in offshore projects operated by supermajors, with minimal capital requirements and…
Dec 20
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Josh Young
23
18
2
Oil’s Turn in the Commodity Cycle
What lower interest rates, related commodity price increases and oil’s lag mean for energy equities in 2026.
Dec 16
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Josh Young
32
1
2
Canadian Oil Sands - No Jargon Investment Thesis
A discounted Canadian oilsands producer with decades of reserves and multiple catalysts already playing out
Dec 14
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Josh Young
31
3
1
Saudi Aramco’s $100 Billion Signal About the Future Value of Oil
The economics behind Saudi Aramco’s Jafurah expansion have important implications about their remaining spare capacity and outlook for future oil…
Dec 10
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Josh Young
27
9
2
Immediate Upside And Long Term Growth Potential, With Decades Of Oil Reserves
Major business inflection, multi-decade reserves, and a widening valuation gap offer both immediate upside and long-term compounding potential.
Dec 6
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Josh Young
28
11
OPEC+ Production Increases and Spare Capacity Audit - Oil Market Implications
My meeting takeaways below. OPEC’s quota increases are not reactive policy moves; they are part of a broader strategy to map true spare capacity and…
Dec 2
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Josh Young
38
1
November 2025
Thank You! Updated Directory & A Performance Update
A brief update on performance, plus a new article directory page for subscribers.
Nov 26
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Josh Young
12
8
CEO Interview: Misunderstood, Rapidly Growing Energy Infrastructure & OFS Company
CEO outlines why he expects substantial market growth, explains the key drivers, and shares his view on the company’s valuation and why it's…
Nov 22
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Josh Young
22
8
Rapidly Growing, High Value Gas Infrastructure & OFS Company - Executive Summary
This summary uses simple language to explain my latest idea, frame the even more attractive proposition, and prepare you for my interview of the CEO of…
Nov 21
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Josh Young
16
13
Baytex Sold Its Eagle Ford For $3.25 Billion - Here's What It Might Buy Next
A look at how Baytex can unlock material upside and de-risk through a strategic acquisition, while delivering a meaningful premium to the target’s…
Nov 18
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Josh Young
30
6
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