My guest is Brian Anast. Brian is one of the managing partners of Esoterica Investments. We discussed one of their largest positions which is San Juan Basin Trust (SJT) that is listed in the United States.
Episode available below on YouTube as well as Spotify and Apple Podcasts).
Read my Wednesday piece for an intro to the company so you get the full picture.
You can read more about Esoterica and reach out to Brian at https://esoinv.com.
For more investment ideas, subscribe both here and at my free Substack – https://fatalpha.substack.com
Leave a Reply