Bison Insights: High-Upside Potential Energy Ideas, With a Real-Time View Into a Professional Investor’s Process

AI data centers are driving massive new power demand, and LNG exports are opening global markets for U.S. natural gas. Global oil demand is reaching fresh peaks, while shale well productivity is in decline. And just like in late 2020, capital has fled the energy space, leading to underinvestment and setting the stage for supply to fall behind booming demand.

In late 2020, when institutional investors and individual shareholders were capitulating on their publicly traded energy investments, Josh Young was buying every share he could of the highest potential upside companies in the oil and gas industry. Josh has built a track record and reputation of finding overlooked, high potential upside oil and gas investments before the crowd catches on. From November 2020 to June 2022, the investment strategy he advises rose by 1,200% gross and 1,000% net, garnering acclaim in the Financial Times, Barron’s, and elsewhere.

With oil and gas prices down nearly 50% since then, and with investors capitulating on smaller cap and services stocks after significant underperformance, Josh sees striking similarities in today’s market to the late 2020 period. This is why he’s chosen now to launch this newsletter with the team at Bison Insights – to find and highlight high upside, high leverage (and yes, higher risk) stock and related security ideas that he is buying today.

At Bison Insights, Josh has lined up a series of high-conviction ideas he believes could benefit from this setup, many of which he owns with personal money and funds he professionally advises. They are not the usual tickers you will find on most screens. They are under-followed, misunderstood, and offer what he sees as asymmetric upside.

This is your chance to get a real-time look at how a professional energy investor is analyzing the markets and identifying opportunities, and to see for yourself how they perform over time. We look forward to sharing them with you!

Due to Josh’s track record in the energy space, the illiquid nature of some of these ideas, and to preserve the value of the subscription, a paywall has been raised with two tiers:

Free subscribers

You will get detailed previews of Josh’s latest ideas that explain the market backdrop, the type of assets involved, and why the opportunity looks compelling. The company name and full investment thesis are reserved for paid subscribers.

Premium subscribers

You will have access to full investment theses each month, including the company name, the complete investment thesis, and supporting financial context with a focus on the factors that Josh thinks are most likely to drive upside. These are the highest-upside oil and gas opportunities Josh has identified right now, nearly all of which he personally owns (directly or through funds he advises – ownership is disclosed).

Pro tier subscribers

You will get access to Josh’s Top 10 oil and gas ideas for Bison Insights, with brief thesis summaries. Additionally, you will have access to exclusive monthly webinars and interviews with executives, operators, and other top investors.

If you missed the energy rally after 2020, or want a second bite of the apple, this could be your chance to see what a top performing energy investor is finding compelling, and to see what is possible in the publicly traded oil and gas markets.

👉 Click here to read more or upgrade your subscription now

Thanks for reading,

The Bison Insights Team

info@bisoninsights.info

Disclaimer: For informational purposes only. Past performance may not be indicative.