The Acquirers Podcast cover image

Value After Hours S03 39: Value Cheap for a Reason? Late-Innings Complacency, Munger Buys More $BABA

The Acquirers Podcast

00:00

Oil

I'd be open to refineries, but i don't know how to predict crack spreads. It's a shitty business, yes, but they're not making any more. Oda, that's the part that i kind of like about it. I mean, it's like going to be super capital starved. And i don't think our need for oil is going away any time since that is a weird business front. Yes, you'v just taken it on both sides. But i guess you got oe, i guess you've got it. Like hedge that out. You could never build an ack am or spread. Maybe in texas, but nowhere else in the c

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app