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.

Play episode from 36:14
Transcript

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