Betting on the world’s growing thirst for Energy.

White Tundra is focused on investing in the Canadian energy sector with an emphasis on in-depth company research linked to O&G macro outlook analysis.

White Tundra Portfolio

As of April 24, 2024
Note: White Tundra portfolio is not open to outside investment and is ~15X the size of Personal Portfolio
Personal Portfolio

As of April 24, 2024
Note: Personal Portfolio represents holdings in Shubham's personal accounts including registered accounts

Private Equity Investments

Featured Articles and Interviews

Upcoming Events

Files and Latest Seminars

Jan 29 2023 Macro Outlook + US Shale Update

Jan 29 2023 Macro Outlook + US Shale Update Slides

Canadian O&G Q3 Preview

Canadian Oil & Gas Q3 Preview


RealVision ‘Top 3 Ideas’ Interview

Oil Macro Data Sources

Intro to North American Oil Markets

Valuation Seminar Calculation Excel File


Intro to North American Oil Markets PowerPoint

Oil Macro Data Sources PowerPoint

Call Options Calculator - Compare Returns on Various Strike Prices

Call Options Calculator - Cash vs. Margin vs. Option Returns on Specific Strike Price