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28min chapter
RWH046: A New Golden Age w/ Bob Robotti
We Study Billionaires - The Investor’s Podcast Network
Strategic Energy Investments and Market Dynamics
The chapter explores the guest's energy investments and their strategy of evaluating replacement costs in the oil and gas industry to identify value. Specific focus is given to undervalued opportunities like Tidewater post-bankruptcy, discussing the process of adding capital as the company's value increased. The conversation extends to the current global energy crisis, emphasizing oil market dynamics, strategic acquisitions in the copper market, and the increasing demand for materials like ammonia in the evolving energy landscape.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode