RWH046: A New Golden Age w/ Bob Robotti
We Study Billionaires - The Investor’s Podcast Network
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Navigating Investment in Energy Stocks
This chapter focuses on the speaker's investment strategy in the energy sector, particularly their approach to stock selection over broad market investing. It explores the company's analysis of Tidewater and the implications of current oil supply constraints, as well as the growing demand for natural resources necessary for renewable energy. The discussion also touches on emerging market opportunities and the role of ammonia in the energy transition, highlighting the complexities of balancing resource extraction and environmental concerns.
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