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Willis Cap's avatar

I like this angle. Not the biggest fan of Oxy but how much less is the rest of Berkshire worth if we get an Iran-Iraq war redux and oil goes to $200+? Maybe a decent tail hedge of something even crazier happening in Russia / Ukraine.

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mark's avatar

what does "saas -bois" mean?

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mike's avatar

also possibly this - https://ourfiniteworld.com/

She makes a lot of sense. Deflation or Inflation, recession or not, energy moves the world and there are serious imbalances.

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