In today’s episode we’ll talk about the dynamics of investing in the oil and gas industry. Covering a range of topics that explore the global energy landscape, the role of the US as a major oil producer, and the intriguing investment opportunities within the fossil fuel sector.
KEY POINTS FROM THE EPISODE:
1️⃣Shift in Perspective: the environmental impact of electric vehicles and the continued reliance on fossil fuels.
2️⃣US as the Largest Oil Producer: Emphasizes the abundance of resources in the US and the importance of continued investment in production.
3️⃣Investment Perspective and Global Human Flourishing: Discusses the moral case for fossil fuels and their role in global human flourishing.
4️⃣ Value Investing and Warren Buffett’s Approach: Talks about the declining supply curve, inelasticity of oil supply, and the potential for strong oil prices.
5️⃣Due Diligence in Oil and Gas Investments: Explores different investment strategies, focusing on existing cash flows and risk reduction.
CONTACT AVISHKAR:
LinkedIn: www.linkedin.com/in/avishkar-sabharwal-m-d-1ab85491/
Website: www.theimmigrantdoctor.com