078: Why Did Warren Buffett Buy Occidental + My Generational Asymmetric Bet On Oil


Manage episode 343853239 series 2808202
Player FM과 저희 커뮤니티의 Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai., Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai. 콘텐츠는 모두 원 저작자에게 속하며 Player FM이 아닌 작가가 저작권을 갖습니다. 오디오는 해당 서버에서 직접 스트리밍 됩니다. 구독 버튼을 눌러 Player FM에서 업데이트 현황을 확인하세요. 혹은 다른 팟캐스트 앱에서 URL을 불러오세요.

Why did Warren Buffett by Occidental? This topic and other oil questions have been on my mind for months, and I recently came upon the thesis that that the price of oil is likely going to stay higher for longer. And if the price of oil stays high, then I believe I have identified some asymmetric bets. I discuss all of that in this episode, along with an update on how I'm thinking about Prosus and Tencent.
Investing with Tom's video on Warren Buffett and Occidental - https://youtu.be/wh7_pkZlmbU
Occidental's Q4 2021 Earnings Call Transcript - https://seekingalpha.com/article/4490760-occidental-petroleum-corporations-oxy-ceo-vicki-hollub-on-q4-2021-results-earnings-call
Financial Times article on OPEC - https://www.ft.com/content/70853af8-b7a4-4a28-bdfe-b4f3e375a1f0
Influence Empire: The Story of Tencent and China’s Tech Ambition - https://www.amazon.com/Influence-Empire-Tencent-Chinas-Ambition/dp/B09VLK7Q2R/
Follow Jason on Twitter - https://twitter.com/afterinvestor
Contact Jason: contactafterdinnerinvestor@gmail.com
0:00 Intro
4:58 Update on Prosus and Tencent
19:11 Generational opportunity with oil
33:42 Why now clone Warren Buffett on Occidental and Chevron
44:11 My oil stock bets
58:43 Risks

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