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Value After Hours S05 E12 Christopher Bloomstran, Berkshire Hathaway Review and State of Value

The Acquirers Podcast

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Buffett's Opposition to Oxy

I still treat these cyclicals in the portfolio as assets. You've got to buy at the right price and then at which you've got to sell them at the right place. I think there's an angle perhaps. They've got big investments in carbon capture, which is kind of ridiculous. If you can lay out a whole bunch of money, as I think Oxy is starting to demonstrate if they can, it could be a place for Berkshire's capital.

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