After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments cover image

046: Deciding Not To Clone Seth Klarman On Intel

After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments

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The Market Didn't Like That, Because They Had to Lock in That Cash Flow

On the eighth, they moved some of their hedges from two thousand 21 to two thousand 22. And it was on 15 hundred a barrels a day out of their 95 hundred or ten thousand barrels a day. So i like that move. But then we got really good news on a twelfth, they got through their spring a redetermination. I think they can probably possibly make that move again.

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