Manage episode 343853239 series 2808202
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: firstname.lastname@example.org
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
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