Zortix matched this thesis to Gold & precious metals ETFs as one way for retail investors to get exposure. Not a recommendation.
Own energy producers over the commodity
The case was made to own energy producers (the 'picks and shovels') rather than the commodity itself, as they generate consistent free cash flow and offer value even if oil prices stay flat.
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The story so far
OPEN · 11 MENTIONS · 6 SHOWS
20 AUG 2025 — 5 AUG 2026 · 2W AGO
9 SUPPORT · 2 REPEAT
- THE ACQUIRERS PODCAST
- THE ACQUIRERS PODCAST
- FORWARD GUIDANCE
- Own energy producers over the commodity · THIS IDEA
- THE ACQUIRERS PODCAST
- PALISADES GOLD RADIO
- THOUGHTFUL MONEY
- COMMODITY CULTURE
- THOUGHTFUL MONEY
- COMMODITY CULTURE
- PALISADES GOLD RADIO
- TOP TRADERS UNPLUGGED
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD