This episode analyzes Occidental Petroleum (OXY), focusing on its business model across oil & gas, chemicals, and midstream segments, highlighting the dominance of oil & gas revenue. They examine its financial performance, including volatile historical results, recent strong Q1 2025 earnings surpassing expectations, significant debt reduction, and a shift towards shareholder returns via buybacks and dividends. The analysis emphasizes OXY's strategic direction, particularly investments in low-carbon ventures like Direct Air Capture, alongside operational efficiencies and acquisitions like CrownRock, while acknowledging the inherent risks of commodity price swings and the capital-intensive nature of its new initiatives. A value investor perspective, heavily influenced by Berkshire Hathaway's large stake, suggests the stock may be undervalued based on discounted future cash flows.
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Disclaimer: This content only expresses the views of the author(s) as of the date indicated and such views are subject to change without notice. All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Subscribe us on Apple Podcasts or Youtube channel: Deep Value Investing!
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