Ep 391. Buffett’s Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combs’ Podcast
Focused Compounding
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How to Calculate Oil Prices
I think it's more useful to have read about a lot of oil companies in the past, have an idea of what oil prices were in the past. And then you also have to screen things somewhat to say how realistic is this as an option or something to buy. But all I mean is if you can't get comfortable with that oil price, reading 15, 10 cases about various US oil companies that are small and stuff isn't helpful. It doesn't make sense to go through 100 banks trying to solve that issue.
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