HeyJaredBison Insights
Oil and Gas Investments - Potential 10x at $100 Oil and Other Themes | Check out our About page for pricing and FAQ
- Indexed issues, last 90 days
- 18
- Latest publication
- Sep 26, 2026
- Audience
- Checking…
- Earliest in this view
- Sep 1, 2026
Latest issues
This Week in Oil (opens the original)
Read excerpt
Below is a brief summary of key data points and events from this past week in the oil market. Enjoy!Subscribe nowOil prices fell this week, with WTI oil down 3.6% to $92.66, as news of a potential resumption of the US / Iran deal emerged:<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!drig!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdb6a4f59-9942-4405-ab
I Went to an Oil Conference and Met With 8 Publicly Traded Oil & Gas Companies (opens the original)
Read excerpt
I attended an oil & gas equities conference yesterday, meeting with a number of publicly traded oil & gas companies. In this video, I shared some of my main takeaways from the conference, and some th… Read more
Ahead of the Press Release: A Big New Well Unlocks Upside in an Undervalued Stock (opens the original)
Read excerpt
A standout well result at one of my largest holdings just showed up in provincial production data. The well produced more than twice as much oil as expected in its first month, unlocks dozens of potential additional drilling locations, and could meaningfully increase the value of the company.I already thought the stock of this company was undervalued, with significant upside as improving drilling returns translated into higher free cash flow and debt repayment:<a class="image-link image2 is-view
TACO Insurance (opens the original)
Read excerpt
With oil prices around $100 per barrel, oil producers are generating substantial cash flow - which many are using to pay down debt, repurchase shares, and reinvest at attractive rates of return.I recently highlighted Three Stocks with Big Upside Potential from Higher Oil Prices:<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!qyzD!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2
Three Stocks with Big Upside Potential from Higher Oil Prices (opens the original)
Read excerpt
Oil prices are surging, with WTI settling at $105.4 per barrel on September 15, near its early Iran conflict highs.My short-term crystal ball remains broken, but this price increase follows a bullish signal I highlighted on July 6: “This Powerful Oil Signal Just Flashed ‘Buy’” - a time when oil prices were lower and sentiment was considerably more depressed:<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!Sbnb!,f_auto
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.