#90: Shubham Garg (White Tundra Investments) - Starting an Energy Fund, a Commodity Bull Market & Why Energy Stocks Are Cheap
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.