本期节目概述了西方石油公司 (OXY) 的業務結構、財務表現和未來策略。文章分析了公司在石油與天然氣、化學品及中游與市場營銷等主要業務領域的表現,強調了二疊紀盆地作為核心資產的重要性。同時,文章重點介紹了OXY在去槓桿化方面取得的進展及其對低碳項目的投資,特別是直接空氣捕捉技術。文件的最後討論了主要的股東,包括波克夏·哈薩威的大量持股,以及估值和風險因素,認為該公司目前被低估,但仍受商品價格波動影響。Youtube: https://www.youtube.com/@TheDeepValueApple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697免责声明:本内容仅代表作者在所述日期的个人观点,且这些观点可能会在未经通知的情况下发生变化。所有分析均基于公开可获得的信息,可能会因修订或不同解读而有所变化。本内容仅供教育用途,不构成投资建议。在进行投资决策之前,请自行进行尽职调查。同时,别忘了在Apple Podcasts和Youtube Channel:Deep Value Investing深度价值投资频道中订阅如果您觉得这些话题有意思!
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