TIP 043 : Mastermind Discussion 2Q 2015 (Investing Podcast)
We Study Billionaires - The Investor’s Podcast Network
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Investing in Oil: Opportunities and Challenges
The chapter delves into the complexities of investing in the oil market, balancing bullish sentiments with concerns about tangible assets and inflation. It explores the economic viability of oil extraction methods like oil sands and offshore drilling amidst fluctuating oil prices, emphasizing the relationship between marginal cost and revenue. The discussion also covers investment strategies, past oil investments of prominent investors like Buffett, and the concept of the acquirer's multiple in evaluating undervalued energy companies.
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