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Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing

Focused Compounding

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The Politics of Cap X Spending

Every time there's been a dip in speculative things, it's picked back up again. So people didn't feel that way after 2000. I mean, at first they did, but by 2003 they didn't. Some of that is also that remember that we're talking only about oil,. A lot of these things also had meaningful natural gas. The natural gas thing was bigger. Oil is not, but natural gas is.

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