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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: mungofitch 🐝🐝🐝🐝 SILVER
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Number: of 15058 
Subject: Re: BRK: Why Not XOM?
Date: 12/23/2024 12:17 PM
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And Buffett hasn't shown any real interest in companies similar to OXY with better financials. Why? I'll be clear. I don't pretend to understand Buffett's thinking.

I too have no data, but that never stops me.
I had assumed that it's because of the high (highest?) US concentration.

The claimed future capital discipline being only a bonus factor.

As for why the purchases stopped (for a while), perhaps the recent acquisition was seen to be somewhat counter to the capital allocation plans that Mr Buffett thought had been promised?

Jim
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