Subject: Re: considering coat tailing OXY
Appreciate the rational thoughts.

I agree, coat tailing isn't close to study and arriving at ones own conclusion. Having said that I didn't just wake up with the idea. But, I pulled the trigger and built a quick 1% position @ $52.99 .

It wasn't just WEB that shares were available less expensive to, but also:

Prem Watsa
Li Lu
Dodge and Cox

So, I guess I'll sleep (well or not) in good company.

I'll check back in a few years.

m