#90: Shubham Garg (White Tundra Investments) - Starting an Energy Fund, a Commodity Bull Market & Why Energy Stocks Are Cheap
Hello and welcome back to the rose bros podcast!This episode we are joined by Shubham Garg, CEO & founder of White Tundra Investments.Shubham graduated from the University of Alberta, and has combined his petroleum engineering education with boots on the ground experience into White Tundra Investments - a mid-seven figure portfolio focused on undervalued Canadian Oil & Gas E&P's. White Tundra operates on a concentrated model with 30-60% of the portfolio invested in one leveraged high-torque equity, 30-60% on a basket of low-growth cash-flow generating equities, and 10% on high potential small-cap and junior companies with unique technology, excellent operational performance and strong management teams. White Tundra is also Shubham’s next step in sharing his knowledge and simplifying Oil & Gas investing in order to attract more interest in the sector from those employed in our industry, retail investors, millennials, and ESG-focused investors.We sat down for a smooth cup of rose bros coffee and discussed starting an energy fund, surging energy demand, why energy valuations are historically cheap, & why it’s a commodity bull market. Also, this episode is also available on YouTube, so if you enjoyed the conversation, subscribe to the rose bros channel – it will go a long way to helping the show.Also, this week's podcast was brought to you by Rundle Eco Services.Looking for a way to recycle your frac pond and pit liners used in the oil and gas industry?Rundle collects and processes liners using an environmentally friendly system, leaving a clean environmental footprint. The end use of these liners are shredded and processed into pellets that then can be extruded into various forms of usable plastic products including furniture, various building materials, industrial packaging etc.Checkout rundleco.com for more details on how you can recycle your industrial pond and pit liners today.Enjoy!Support the show