Calls
1
u/Book-m_Danno
Reddit r/ValueInvesting
Win Rate
0.0%
return
-1.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 21
$56.30
-1.9%
OXY trades at lower EV/EBITDA and Mkt Cap/Levered FCF multiples than COP and EOG; Berkshire Hathaway holds a large position. Persistent valuation gap may close as market re‑rates OXY if operational or macro headwinds fade. OXY appears cheap among large‑cap E&P names and has a high‑quality sponsor; merits a watchlist position. Oil price collapse, Buffett exiting, poor capital allocation, or sector rotation out of energy.
OXY trades at lower EV/EBITDA and Mkt Cap/Levered FCF multiples than COP and EOG; Berkshire Hathaway holds a large position. Persistent valuation gap may close as market re‑rates OXY if operational or macro headwinds fade. OXY appears cheap among large‑cap E&P names and has a high‑quality sponsor; merits a watchlist position. Oil price collapse, Buffett exiting, poor capital allocation, or sector rotation out of energy.
Oil & Gas
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u/Book-m_Danno has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: OXY.
