Josh Young
 @Josh_Young_1

Contrarian value investor Fmr Chairman of IronBridge, sold for C$142mm CIO, Bison Interests Author, Bison Insights See me on CNBC, etc Not advice. Caveat emptor

 Houston, TX
bisoninsights.info
Joined April 2009
The dividend payment hit my account. I normally buy stocks for their potential capital appreciation. But there's nothing like a 10%+ dividend yield to give me a new appreciation for dividends!
Bison Insights @BisonInsights
Sep 6
Bison Insights latest idea is an undervalued small cap natural gas producer with a high dividend yield. Check it out: bisoninsights.info/p/underva…
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And some ideas on how to capitalize on that: bisoninsights.info/p/perform…

Performance Update and Directory of Bison Insights Articles

A strong start, with six ideas performing well and more stock ideas and market insights coming to help you stay ahead in the energy sector.

bisoninsights.info
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Yes, there is a hat for that. bison-insights.printify.me/p…

$250 WTI - $25.00 - Bison Insights

Buy this product for only $25.00

bison-insights.printify.me
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Footage of me dancing the next time oil prices rise over $100/barrel
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Josh Young
 @Josh_Young_1
4h
Replying to @TedDixon
Incoming demand for real estate -> increase in construction activity -> increase in employment and oil demand
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However hot you think they're going to run it, they're going to run it even hotter
Pulte
 @pulte
7h
Thanks to President Trump, we are indeed working on The 50 year Mortgage - a complete game changer.
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NYC:
🇺🇸 Pecan 🇺🇸
 @PecanC8
Nov 7
Mamdani is under fire for charging people $13 per beer at his ‘victory party’. "I arrived thinking everything would be free, only to be charged $13 for a Bud Light. I was shocked after all the hard work I put in," one progressive campaign worker said. This is gonna be fun! 🍿🤣
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Josh Young retweeted
Josh Young
 @Josh_Young_1
Oct 17
If you're a generalist looking at US natural gas because of the AI demand growth theme, don't miss this: bisoninsights.info/p/natural…

Natural Gas: What You Don't Know Can Hurt You

Disclaimer: For informational purposes only. This is not an offer, solicitation or investment recommendation. Please consult an advisor and do your own diligence. Do not rely.

bisoninsights.info
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Josh Young retweeted
Josh Young
 @Josh_Young_1
Nov 7
The crack spread is over $30 in November, and you're bearish oil?
Energy Headline News @OilHeadlineNews
Nov 7
3:2:1 Crack Spread rises over $31
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Josh Young retweeted
Bison Insights @BisonInsights
9h
Performance Update
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Canadians chiming in on this, criticizing lower taxes and regulations and less government involvement should consider this:
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Josh Young retweeted
Nick DuCate @Nick_duCat
8h
"What if we tried something different for once and actually cut taxes and regulations and government involvement?" But the government does such a great job with everything it touches! Oh wait.....
Josh Young
 @Josh_Young_1
8h
Replying to @Josh_Young_1
Unfortunately, for the government, the solution is always more government. What if we tried something different for once and actually cut taxes and regulations and government involvement?
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Unfortunately, for the government, the solution is always more government. What if we tried something different for once and actually cut taxes and regulations and government involvement?
Rick Scott
 @SenRickScott
11h
Totally agree, @POTUS! I’m writing the bill right now. We must stop taxpayer money from going to insurance companies and instead give it directly to Americans in HSA-style accounts and let them buy the health care they want. This will increase competition & drive down costs.
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Josh Young retweeted
Bison Insights @BisonInsights
9h
See disclaimer. Past performance is not indicative. Full update: bisoninsights.info/p/perform…

Performance Update and Directory of Bison Insights Articles

A strong start, with six ideas performing well and more stock ideas and market insights coming to help you stay ahead in the energy sector.

bisoninsights.info
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Apparently what's going to happen is Canada is going to stifle its industrial and resource development while China builds factories and coal power plants.
Josh Young
 @Josh_Young_1
Nov 7
"Don't worry, we're on the pipeline stuff. It's going to happen. Well, something is going to happen." - Mark Carney, Prime Minister of Canada
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Good idea: cut out the insurance middle man Better idea: cut taxes and regulations and cut out the government middle man too
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"pipelines are boring" - Mark Carney
Juno News
 @junonewscom
Nov 7
WATCH: In Toronto, PM Carney asked if a new pipeline is coming. -calls it "boring," suggesting it's not of interest to the Toronto audience -says "it's going to happen," then corrects himself to say "SOMETHING is going to happen" -ends by saying that data centers will be more important
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Europe and Canada are committing environmentally driven economic suicide while China builds even bigger coal fired power plants
Energy Headline News @OilHeadlineNews
12h
China has a new coal-fired power champ despite switch of focus to renewable energy Commissioning of Unit Nine takes Beilun Power Station’s total installed capacity to 7.34GW, the highest of any thermal power station in China
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Josh Young retweeted
Josh Young
 @Josh_Young_1
Nov 4
Some AI energy demand beneficiaries are trading at huge valuations. Others are near their cyclical lows, with double digit free cash flow yields, active buybacks, and years of backlog to grow into.
Bison Insights @BisonInsights
Nov 3
Stable Cash Flows (Mis)Priced as Cyclical This company is trading at cyclical lows, but the market is missing its growing, stable infrastructure-like cash flowing subsidiary.
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It doesn't sound like he's serious about new pipelines in Canada.
Josh Young
 @Josh_Young_1
Nov 7
"Don't worry, we're on the pipeline stuff. It's going to happen. Well, something is going to happen." - Mark Carney, Prime Minister of Canada
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New York is about to find this out the hard way.
Elon Musk
 @elonmusk
Nov 7
The reason government programs are so inefficient is that, unlike a commercial company, the feedback loop for improvement is broken, because they have a state-mandated monopoly and can’t go out of business if customers are unhappy. No matter how bad the service is at your DMV (sorry to pick on DMVs), you still have to use your DMV, because it’s a monopoly.
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