After publishing my latest idea (number 15!), I walked through my high-level thesis, explained why I think the opportunity exists, addressed value investing and oil market misconceptions, and answered some live questions.
In recent meetings with senior executives of oil & gas producers and services companies, I continue to hear about more rigs running and more oil wells being drilled. And I’m seeing more and more evidence that the driller thesis is playing out, as shown below.
Meanwhile, Bison Insights’ idea performance has continued to be beyond reasonable expectations:
I was asked where to find Bison Insights merch like “Drill Baby Drill” hats, which you can find here. I’ve been donating the net proceeds of merch sales to the Houston Zoo.
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.
