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Value After Hours S05 E12 Christopher Bloomstran, Berkshire Hathaway Review and State of Value

The Acquirers Podcast

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The Rationality of Investment Assets

We're paying one times eBITDA for assets. Ollie bought a refinery from Royal Dutch Shell. The European majors had guns to their heads saying divest of, you know, your dirtiest assets. Irrational buyers wouldn't bid on those in Europe because the political lens. We've got to import heavier crude stocks to make some of the heavier components at the bottom of the stack.

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