Focused Compounding cover image

Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing

Focused Compounding

00:00

The Value of Occidental Oil

A lot of these businesses are so lever to the price that it would be a really good investment at $100 and really bad at $40. You shouldn't get overly worked up if it drops as low as $40 rises, highs $100. The cap allocation is very important, though, because, you know, on an ongoing basis, it becomes more of an issue if it's not returned to you.

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