Josh Young
@Josh_Young_1
Contrarian value investor. Not advice, positioning may change without notice. Former Chairman of IronBridge. Seen on CNBC, Bloomberg & in WSJ, Forbes, Barron's
This is why I went to meet with OPEC+ leadership in Vienna in February. They are serious about this. They see what we see: insufficient investment in oil production capacity, and a potential energy crisis brewing. x.com/Josh_Young_1/s…
I really appreciated spending time with the Secretary General of #OPEC! I didn't know what to expect - I was pleasantly surprised by his kindness and candor.
All people are equal, but some have air conditioning 😎👇
"Let them eat cake" - Air Conditioning edition
Under-performing executive trying to explain project cost overruns
Interesting reports on $lb and $tpl. I'm not involved.
Landbridge Holdings $LB: A Related Party Dance, with a Circular Shuffle Please visit our website for the full report: gothamcityresearch.com
Price controls have consequences. The more the Trump administration tries to push oil prices low at all costs, the more likely oil prices go to oil time highs. x.com/Josh_Young_1/s…
Shale development activity continues to decline, as the result of core depletion and insufficient oil and gas prices
It looks like there's going to be a fight for $MEG.TO up in Canada
Cenovus said to be preparing challenge in MEG takeover bid - Financial Post
Breaking promises and losing perceived power is destabilizing and disempowering. It is the opposite of "peace through strength."