Jesse Day joined me for a live conversation about commodities markets and his experience in buying an oil stock that was written up on Bison Insights.
I found it instructive to hear about Jesse’s experience, as a real-world Bison Insights reader success case. I particularly appreciate the trajectory - Jesse read about the idea here on Bison Insights, considered alternatives, did his own diligence, and made his own educated decision about it.
In particular, Jesse was originally interested in a large US producer, which had specific challenges that I wrote about, and instead ended up buying shares in this large Canadian producer, which I also wrote about. I published an update on this idea recently. And it’s done great:
As we discussed in the conversation, Jesse created a leading YouTube channel called Commodities Culture - where he not only interviews, industry experts, fund managers, and CEOs, but also has created the #1 documentaries on critical commodities such as platinum:
I appreciate Jesse’s unique perspective, and I am glad to share it with you here.
*Disclaimer: I and funds I advise own shares and related securities of companies discussed and may buy or sell them at any time without further notice. There can be no assurance of return or accuracy of anything written. Any investment decision requires diligence and, if appropriate, an advisor should be consulted. I am not your advisor, and this is meant for general information and educational purposes and not as personalized investment advice. No personalized advice can or will be provided by Bison Insights. Past performance may not repeat itself. The views expressed here are solely my own and do not necessarily represent the opinions, strategies, or positions of any other person or organization.
