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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (62996)	12/19/2019 12:01:18 PM
From: Madharry	Read Replies (1) \| Respond to of 78773

i agree that its murky. and in fact that peterson situation has not been resolved legally they just sold off some of their position at a profit. I just think that the business model should work and they seem to be a big player in it. I just think that that these business that are hard to understand are frequently undervalued. and if you read some of the responses to the muddy waters claims. prior history would indicate that they have been consistently conservative in assessing the value of their claims. I suspect that over 5 -10 years this should work out pretty well. and its about a 1.5% position in my portfolio. I dont think you can look at average profitability . i think you have to look at how they grow their book value over time. I suspect there will be lean years and fat years. Does anywell else here own OXY?