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  • 2008 Wesco Shareholder Meeting: Detailed Notes [View article]
    Oil is Mastery, apologies.
    May 11 11:01 am |Rating: 0 0 |Link to Comment
  • 2008 Wesco Shareholder Meeting: Detailed Notes [View article]
    In regards to crude oil production, Charlie Munger has not taken the new developments in deep water, deep-drilling into consideration.

    A virgin territory for oil exploration has opened up, and investment is flowing in. A slew of new finds off the coast of Brazil has sparked an investment "gold rush" in deep-drilling discovery ships.

    The blog Oil is Matery covers this investment sector in detail.
    May 11 11:00 am |Rating: 0 0 |Link to Comment
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