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Special Situations 🌐 Research Newsletter (Jay)
Warren Buffett's $BRK now owns 20% of Occidental Petroleum $OXY. Buffett has continued to buy up the float between July 14-16. $BRK purchased 1.94 million shares for $112 million in the Texas-headquartered upstream energy company last week. $USO $XLE $XOP
https://t.co/A8prNA1X5R
Occidental Petroleum $OXY, "Warren Buffett's energy pick", valuation model incl commodity price deck that you can change to see 2023e/2024e valuations, historical financials, projections, comps, valuation & sensitivity analysis. $XLE

Free to subscribers!

https://t.co/8gRjk7pssp
- Special Situations 🌐 Research Newsletter (Jay)
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Special Situations 🌐 Research Newsletter (Jay)
Buffett is "buying the dip" in energy stonks: $OXY
https://t.co/WGqBCCrvX2 https://t.co/YysW2U2an5
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Oddball Stocks Newsletter
RT @OurBank3: $CNAF
💣💣💣 not sure we’ve ever seen this kind of non-credit related incineration of equity ever before…
Perhaps $CIZN or $FRBK can give these 🤡🤡🤡 a run for their shareholders’ money. https://t.co/O8ntFclG2A
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Special Situations 🌐 Research Newsletter (Jay)
Top EU leaders have left President Xi hanging over invitation to meet in Beijing later this yr, according to South China Morning Post, as tensions have risen

German Chancellor Scholz, French Pres Macron, Italian PM Draghi and Spanish PM Sánchez haven't agreed to go to Beijing
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Special Situations 🌐 Research Newsletter (Jay)
*INDIAN RUPEE DECLINES TO RECORD 80/USD AMID EMERGING MARKET STOCK OUTFLOWS $IFN $EPI $INDA $HDB $INFY $WIT $TTM https://t.co/m1NJWpjA0c
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Ensemble Capital
RT @multi_finance: @charliebilello @ycharts So many differences between 08’ and today.

But Mostly we don’t have enough housing https://t.co/2LJXGbQi3K
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Special Situations 🌐 Research Newsletter (Jay)
Dallas Federal Reserve Energy Survey; no words minced $xle $xop $oxy $uso $uco

https://t.co/bdBXO05h4r
Not sure if anyone read the last Dallas Federal Reserve Energy Survey ...but here is the special comments section...if you want to know how O&G is feeling...here you go https://t.co/dFYbT0eWj8 - Tracy (𝒞𝒽𝒾 )
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Ethan Mollick
The "kilogirl" was a first measure of computing speed, equal to the amount of math 1000 women can do per hour. Why?

During World War II, "computers" were women (& other discriminated-against groups) who calculated math tables. Today’s fastest 💻 runs at 7 quintillion kilogirls. https://t.co/HG7f1XRbAf
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FXHedge
EU TO CALL ON MEMBER STATES TO ‘IMMEDIATELY’ CUT GAS USAGE: FT
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Jitendra Chawla, CFA
These two dialogues from the movie "Tron : Legacy" carry the two most important lessons in investing.

Jeff Bridges channeling both Buffett and Munger https://t.co/cf3gwLI6Ne
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Paras Chopra
Achieve Your Goals: The Simple Trick That Doubles Your Odds of Success https://t.co/k4eQFovqt2

Learned today about this idea of "implementation intention"
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Rolf Degen
Children can envisage things that may happen in the future before it occurs to them that things that did happen in the past could have happened differently. https://t.co/0qMnWuFqfZ https://t.co/MOdORkP8xu
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