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Judd Arnold Pt.2: Offshore (TDW, VAL, RIG), Pagaya (PGY), and Unseasoned Stocks

Value Hive Podcast

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How to Find Post Bankruptcies Companies

You have to know enough about a name such that you can read the news and in your mind you immediately process. This is positive or negative for this ticker. Buffett will just naturally be reading the news and he knows the companies all so well. And I think it is him and Munger own so much oil in the 5067. That's why he is in Chevron and Oxy and he keeps buying.

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