Oil & Gas Moneyball – Simplified, No Jargon Thesis
A billionaire outsider buys companies and assets in the dented and damaged section and sells when the buyer pays a premium. It's cheap, misunderstood, and one of my favorite ideas.
A little over a week ago, I published my latest stock idea in “Oil & Gas Moneyball,” which is one of my favorite ideas so far and offers significant upside to higher oil & gas prices.
As oil prices have risen over the past week, this company (listed as “Idea #9” in the chart below) has already performed well, outperforming the broader energy index as measured by the XOP ETF since publication, with the other ideas I’ve shared so far here on Bison Insights also performing well:
In this article, I lay out my thesis as simply and clearly as possible. I attempt to explain why I like this stock so much and what the upside potential is if I’m right.
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.
