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Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On

Focused Compounding

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The Problem With Natural Gas

I haven't been interested in natural gas for a little mainly because of what happened about 10 years ago um The problem with natural gas is that you find it when you're looking for oil So there's an extent to which it's a byproduct And that is a potential problem. But as long as they're not irrational about oil and stuff and we don't expect too much oil supply in the future and everything I think it can be okay.

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