This Oilfield Services Stock is Down 47% in the Two Months Since I Passed on It
Four Oilfield Services Stocks I Prefer
Bison Insights
Oil and Gas Investments - Potential 10x at $100 Oil and Other Themes | Check out our About page for pricing and FAQ
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EOG Looks North - 3 Notable Beneficiaries
Recent comments from one of the industry’s best operators point to a broader Canadian M&A opportunity
The Small-Cap Advantage, One Year Later
Bison Insights' first year, outperformance from focusing on overlooked stocks
The Big Advantage for the Small Investor
Live video walkthrough
Journey Energy Rises as Key Catalysts Unfold
Duvernay development is accelerating and the first big power plant is online
Live Interview of CEO of Deeply Discounted Gas Producer with Oil Upside
Exclusive: CEO Interview
Bison Insights, One Year In
Great Performance, Compelling Ideas, More to Come
These Two Undervalued Oil Drillers Are Poised for Further Success
Q2 Updates: Acquisitions, Rising Activity and Margins
Saudi Oil Infrastructure Attacked, Trump's Economic War on Iran
Thank you to those who tuned in for this live video, with my commentary on the oil market, recent attacks on oil tankers and Saudi energy infrastructure, Trump’s economic war on Iran, and other topics.
This Week in Oil: Deal or No Deal?
Deal promised by this past Wednesday, attacks on tankers today
Interview on Odds on Open
In-depth discussion on my investment process
The Trump Administration is Manipulating Oil Prices - This Will Backfire
Price Suppression Leads to Higher Prices Over Time
Discounted Gas Producer with Oil Upside - Even Cheaper and Better Now!
New public well data and strong Q2 results.
Wars Raging, Production Falling, Strait Closed - Why Isn't Oil $100+?
Recent interview on Commodities Culture
Bison Insights Composite Update
Increasing my highest-conviction weightings and simplifying the composite
Abqaiq Damaged, Oil Price Weakness
Thoughts on capitalizing on mispricing opportunities in the oil market
Three Great Oil Companies - and One That the Market Has Missed
Tamarack, Headwater and Cardinal have earned premium valuations. A remarkably similar producer has not - at least, not yet
Interview on CNBC - Oil May Hit Record High
"prices may be too low with current escalation risk"
Best Idea Conference Presentation - Subscriber-Only Preview
Live Presentation Recording from Earlier Today
The Houthis Block the Bab Al-Mandab Strait
Live ad hoc oil market perspective
Ahead of the Press Release: Catalyst Realized
A project that consumed cash for years is now generating cash, but the market still appears to be assigning it negative value.
Pro Tier Presentation: Latest Two Investment Ideas
Watch now (57 mins) | A walkthrough of my two most recent investment ideas, and the implications of booming investment in Canadian Oil & Gas