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Value After Hours 05 19: John Rotonti on the $30 billion stock no one knows, Berkshire and Buffett

The Acquirers Podcast

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The Future of Oil and Gas

The industry under invested for a decade at a time when demand is still very strong. Demand is strong and growing, so supply is constrained. That leads me to believe prices can remain above 60 or something for a while. Some of these companies are profitable at 40 or $45 oil.

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