Energy Stocks Remain Undervalued, Says World’s Best Performing Hedge Fund Manager | Josh Young
Forward Guidance
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Oil and Gas: The Future of the Market
I think oil price views and commodity price views are often used as very speculative. And like Bill Ackman said that the other day, I think it's just a misconception. He underwrites Netflix margins, which from my perspective might be very speculative too. But who knows what Netflix is going to be of the charge on a monthly subscription basis? You kind of know what the break even is for oil production and for to bring on marginal oil production. And then you kind of know where demand destruction levels are for various oil products. So maybe you can tell as well or better what the price of oil is going toBe five years from now,. Then what Netflix margins or Netflix price for a
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