
Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On
Focused Compounding
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The Range of Outcomes of Oil
Oil and gas companies do a Present value calculation discounting at 10 percent, but they don't inflate the future results um prices and things. If oil continues at a normal price, I'm going to make 10% in this stock. It's just a lot cheaper, but it doesn't mean that terrible things can't happen Um with the price of oil coming down and everything and you're very exposed to that. But so is it better to take a Risk on and say oil or something And instead of being diversified across the s&p to get much more attractive.
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