My guest on the show today is Josh Young, Founder and Portfolio Manager at Bison Interests. I've had Josh on the show twice before, the last time was July 2022, and it was definitely time to get a high level update on all things energy and oil & gas, and specifically, why its gone off the radar. We discuss how the global energy crisis has been temporarily defused, valuations collapsed, tech stocks re-inflated, and what the opportunity set looks like in Oil & Gas small cap-side. Josh also goes into detail on a few ideas within the O&G opportunity set that he's looking at: Vital Energy, Journey Energy, Sandridge.
For more information about Bison Interests, please visit: https://bisoninterests.com/
You can Follow Josh Young on Twitter @josh_young_1: https://twitter.com/Josh_Young_1
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