Investing Experts cover image

Exxon Mobil - is good news priced in? Bull/bear thesis with David Alton Clark and Callum Turcan

Investing Experts

00:00

ExxonMobil's Growth by Acquisition

ExxonMobil has done a lot of repair to the balance sheet and got the free cash flow. I think one thing that will help ExxonMobil's technical performance is management just throwing gobs of free cash flows at its stock. It would have been perfect if ExxonMobil could buy back enormous amounts of its stock in 2020-2021. But I'm glad at least management is like rewarding shareholders instead of empire building.

Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner