
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. 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