Real Vision: Finance & Investing
3 Ideas to Energize Your Portfolio ft. Josh Young and Damian Horner
May 11, 2024
Josh Young, Founder and CIO of Bison Interests, shares 3 energy equity investment ideas. Topics include global oil demand, contrarian investing in undervalued assets, strategic asset acquisition, and revitalizing companies in the energy sector.
01:01:06
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Invest in low decline oil producer Journey for substantial free cash flow potential and future growth.
- Consider mid-cap integrated energy company Synovus for significant valuation growth with refining improvements and favorable margins.
Deep dives
Journey: Low Decline Oil and Gas Producer in Alberta, Canada
Journey represents a low decline oil and gas producer in Alberta, Canada, offering promising investment potential despite initial appearances. While the company's stock may seem unattractive due to higher production costs and lack of dividends, a closer look reveals its unique assets. With a focus on low decline oil production and cost-efficient operation, Journey's free cash flow potential remains substantial, positioning it favorably for future growth and valuation increase.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
