Josh Young

[Fraser921]

Josh is active on social media and is an investment mgt and focus 100 % on energy.

I found an article on him in Barrons

https://www.barrons.com/articles/oil-in ... 1647982569

He lost his biggest investor due to woke bs a college endowment fund

Bison may be outperforming its peers, but attracting capital has been a challenge. In November 2020, Bison lost its biggest investor, an endowment that Young believes pulled its money because of the environmental social and governance (ESG) movement. The endowment, which he would not name, told Bison “this was part of a divestment strategy.” Bison now has $50 million in assets under management.

"He thinks politics has gotten in the way of smart energy policy and investing." > You think??

On politicians

Some participants and some policy makers have had their “aha” moment. But most are still doubling down on failing policies. The valuations of producers of oil and gas and other commodities are indicative of this kind of consensus view that this is temporary, without an understanding of what’s actually happening. We’re not there yet. I don’t think we’re even close. And I think that’s part of the opportunity.

Makes a good read

[JBtheBrit]

Josh puts out some good commentary (not as good as Dan's of course !)... but worth a read. If you go to Bison Interests website, you can access some free content, including his monthly email.

https://bisoninterests.com/content

[Fraser921]

I love Dan's weekly podcast. I need to hear it numerous times before it sinks in.

Doing good due diligence you should read as much as you can from numerous sources. I'm still learning!