Recent Bison Insights Idea Up Over 100% - Update
The company is being bought, which has driven the price of the most recent idea materially higher. In this article, I provide an updated view of the thesis and valuation for the pro forma entity.
On Friday morning, I published my latest investment idea, “A High-Upside Potential, High-Risk Opportunity Levered to Oil and a Cyclical Recovery.” This morning, it was announced that that company is being acquired, which sent the price of the security I discussed soaring higher:
This latest result improves the already stellar outperformance of the oil and gas investment ideas I’ve shared since launching Bison Insights back in August:
The security will continue to trade as part of the pro forma entity, and my core thesis remains intact and, in several respects, is now stronger.
Below, I provide a brief update and analysis reflecting this development, and this Wednesday, I’ll be hosting a live, in-depth presentation on the idea, followed by a Q&A, available exclusively to Pro Tier subscribers.
Pro Tier is currently available at 50% off, providing access to live presentations and Q&A sessions on my investment ideas and macro analysis. The Premium Tier, which includes full access to written research and updates, is also available at 45% off to celebrate recently exceeding 1,000 paid subscribers:
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.
