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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: rogermunibond ⎊  😊 😞
Number: of 22350 
Subject: Re: OT Exxon ups forecast
Date: 12/09/25 1:54 PM
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No. of Recommendations: 7
XOM was very prescient with capital allocation to Permian (acquisition of Pioneer Natural) and development of Guyana. They have a longish runway for generating good returns on just those two assets. BUT - how they deploy capital when the growth curve on those assets flattens or declines is anyone's guess. Maybe they take a page from Charlie Munger on oil companies and just return capital.
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This community has written 21,861 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 58 recs · 2023
Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
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