Article Directory

Each month, I release a new, in-depth investment idea and provide updates on key transactions in the oil and gas sector, including how they impact the companies I’ve covered. I also feature exclusive interviews with market experts and share broader insights on industry trends. And recently, I’ve been re-releasing past ideas in simplified form, with updated financials and clear, straightforward explanations that capture my thesis without the jargon.

My hope is that by reading these insights, you come away a sharper, more informed investor, helping you stay ahead in the energy sector. Below is a complete directory of my articles to date.

“Investment Ideas”

11/03/25 - Idea #6: Stable Cash Flows (Mis)Priced as Cyclical

10/18/25 - Idea #5: From Money Pit to Money Maker

09/15/25 - Idea #4: Cashing In on Gavin Newsom’s Presidential Ambitions – The Biggest Winner from California Energy Policy Moderation

09/04/25 - Idea #3: Undervalued Small Natural Gas Producer With a High Dividend Yield (10%+)

08/16/25 - Idea #2: A 1,000%+ Opportunity with Three Ways to Win (With Risk of a Zero)

08/07/25 - Idea #1: The Deep Value, High Performing Natural Gas Play That The Market Has Overlooked

“Investment Idea Updates”

11/22/25 - Idea #6: CEO Interview: Misunderstood, Rapidly Growing Energy Infrastructure & OFS Company

11/21/25 - Idea #6: Rapidly Growing, High Value Gas Infrastructure & OFS Company - Executive Summary

11/14/25 - Idea #1 and #4: Warren Buffett Retires and A Superinvestor of Graham-and-Doddsville Emerges

11/11/25 - Idea #1: Jerry Jones’ Bet is Good, But This Stock is Better

10/30/25 - Idea #4: Idea in Simple, Easy to Understand Language – Cashing In on California’s Oil Revival

10/27/25 - Idea #5: Presentation and Idea in Simple, Easy to Understand Language - From Money Pit to Money Maker

10/23/25 - Idea #5: Deeply Undervalued Company with Multiple Catalysts — Executive Update of the “Money Pit to Money Maker” Idea

10/09/25 - Idea #4: Interview with the CFO of an Undervalued Oil and Gas Company - Key Risk Recently Mitigated

10/05/25 - Idea #3: Natural Gas Producer With A 10%+ Dividend Yield - Simplified Business, More Cash, Plenty of Upside

10/01/25 - Idea #3: Update on Undervalued Small Natural Gas Producer With a 10%+ Dividend Yield

09/18/25 - Idea #4: A 40% Yield on the Horizon?

08/22/25 - Idea #2: Early Outperformance, Expert Interview

08/14/25 - Idea #1: Easy to Value, Hard to Buy

Expert Interviews

10/20/25 - Arjun Murti: Oil Glut? Global Recession? Oil Supercycle? — A Differentiated View of Today’s Oil Markets Via an Expert Interview

09/11/25 - David Ramsden-Wood: Interview With Successful Shale Executive - Peak Shale, Value-Priced Energy Stocks And Other Topics

09/06/25 - Ted Dixon: Surprising Positive Signal for Energy Stocks: Exclusive Expert Interview

08/28/25 - Brad Gibbs: Peak Shale? An Insider’s Perspective

08/22/25 - Mark TenPas: Early Outperformance, Expert Interview

Oil & Gas Macro and Market Analysis

12/02/25 - OPEC+ Production Increases and Spare Capacity Audit - Oil Market Implications

11/19/25 - Baytex Sold Its Eagle Ford For $3.25 Billion - Here’s What It Might Buy Next

11/05/25 - $3.8 Billion Buyout of a Canadian Oil and Gas Company - What Could Come Next

11/02/25 - OPEC+ Is Increasing Oil Production, But Oil Prices May Rise Anyway

09/24/25 - 45% Premium Buyout of Small-Cap Canadian Energy Company

09/22/25 - The IEA Capitulates: Less Bearish Oil, But Still Too Pessimistic

08/25/25 - Crescent Buying Vital Energy: Market Signals Potential for Higher Bid

08/05/25 - Natural Gas: What You Don’t Know Can Hurt You

I truly appreciate your continued support for Bison Insights. I’m excited to keep sharing my favorite investment ideas, expert interviews, and market insights to keep you informed on the energy sector.

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.