An Inflection Point for Energy Value Investing and an Idea Performance Update
A performance update on my first five theses and why energy value investing may be at an inflection point.
Since launching this Bison Insights newsletter, I’ve shared five investment theses:
08/07/25: The Deep Value, High Performing Natural Gas Play That The Market Has Overlooked
08/16/25: A 1,000%+ Opportunity with Three Ways to Win (With Risk of a Zero)
09/04/25: Undervalued Small Natural Gas Producer With a High Dividend Yield (10%+)
10/18/25: From Money Pit To Money Maker
Each idea has outperformed the broader energy market as measured by the Oil & Gas Exploration & Production ETF (XOP) since publication:
Over the last few years, oil and gas stocks have faced relentless selling. Many investors have moved out of the sector entirely, leaving smaller-cap companies trading at deep discounts to the value of their underlying assets.
The disconnect between market perception and real asset value led me to start this newsletter. I wanted a place to share the names and reasoning behind companies that I believe the market has mispriced, and to show how I approach valuing them, for educational purposes.
Why this matters now
Energy markets are at an inflection point.
Booming Energy Demand: AI data centers are creating unprecedented growth in electricity demand, and natural gas is likely to be central to meeting that demand.
Inflation Protection: With U.S. debt on track to reach record highs relative to GDP, investors are right to worry about inflation and currency debasement.
In this kind of environment, hard assets like oil and gas can serve as both productive investments and inflation hedges. They aren’t just stores of value — they power the global economy.
If this kind of analysis interests you — deep, data-backed analysis of overlooked energy companies — you can become a paid subscriber to follow along with future ideas and access the high performing ideas I’ve shared to date. I write each piece with the goal of helping you understand not just what I find compelling, but why.
Importantly, founding memberships are 50% off through the end of the month.
My hope is that by reading these write-ups, you come away a sharper, more informed investor, and gain a clearer sense of how I navigate one of the most important and misunderstood corners of the market.
Disclaimer: This is for informational and educational purposes only. This is not an offer, solicitation, or investment recommendation. Please consult an advisor and do your own diligence. Past performance may not repeat itself.