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#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…
The skinny
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