Bison Insights
@BisonInsights
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Bison Insights publishes stock ideas, oil and gas macro analyses, and expert interviews from our author Josh Young. https://t.co/Q3XobWn8zZ
Houston, TX
Joined July 2018
2026 Bison Insights Outlook
My 2026 outlook for @BisonInsights. I shared some background on why I launched Bison Insights, some oil and gas macro perspectives, and my investment theses and updates on all 8 ideas I've written about so far.
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Come check Bison Insights out! I put out an update on this idea last week, and I'm running a New Year 50% off sale on Bison Insights through the end of January.
bisoninsights.info
In this piece, I analyze what higher oil prices would mean for oil-levered ideas I've shared so far.
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Oil Geopolitical Risk, Surprising Positive Oil Fundamental Data, Ideas With High Upside to Oil Prices
bisoninsights.info
In this piece, I analyze what higher oil prices would mean for oil-levered ideas I've shared so far.
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Love him or hate him, Newsom's repositioning could make me a LOT of money in this stock I wrote about:
bisoninsights.info
California’s new drilling push just made one of Josh’s top ideas even better.
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Oil Geopolitical Risk, Surprising Positive Oil Fundamental Data, Ideas With High Upside to Oil Prices
bisoninsights.info
In this piece, I analyze what higher oil prices would mean for oil-levered ideas I've shared so far.
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The Natural Gas Bull Case is Intact in The Long Term, But Risks Are Elevated in 2026 https://t.co/zOO3AA5sSw
bisoninsights.info
High expectations and valuations among larger natural gas producers heighten the importance of a margin of safety amid near-term gas price risks.
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The picture for natural gas in 2026 is murky. Large natural gas producer equities trade at high valuations with even higher expectations. It's never been more important to have a margin of safety in the natural gas space:
The Natural Gas Bull Case is Intact in The Long Term, But Risks Are Elevated in 2026 https://t.co/zOO3AA5sSw
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It is said that the bison is the only animal to turn and face a storm. To get through the blizzard faster. To not hide. To face difficult times head on. To meet the moment.
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The Natural Gas Bull Case is Intact in The Long Term, But Risks Are Elevated in 2026 https://t.co/zOO3AA5sSw
bisoninsights.info
High expectations and valuations among larger natural gas producers heighten the importance of a margin of safety amid near-term gas price risks.
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My 2026 outlook for @BisonInsights. I shared some background on why I launched Bison Insights, some oil and gas macro perspectives, and my investment theses and updates on all 8 ideas I've written about so far.
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I tried out S*bstack live earlier today. Here’s a clip from the conversation, addressing Trump’s meeting with oil executives on Friday and their potential investments in Venezuela. Let me know what you think!
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@JoshYoung @BisonInsights The cure for low prices is low prices. It's already started. Companies cutting back drilling
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Huge New Wells with More to Come https://t.co/XllZSPSSw5
bisoninsights.info
A compelling upside story emerging in a market overshadowed by a perceived "super glut"
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Huge New Wells with More to Come https://t.co/XllZSPSSw5
bisoninsights.info
A compelling upside story emerging in a market overshadowed by a perceived "super glut"
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