Letters by company
Occidental Petroleum CORP
2 letters discussing OXY. Everything written about it on this site is on its ticker page.
- Smead Capital Management 1Q26 International Value Strategy Newsletter: Succeeding Unconventionally Smead International Value Strategy concentrates in oil equities after the prior energy capital-spending boom left supply constrained and producers reluctant to expand. It argues that European banks’ cost discipline, buybacks and potential consolidation can sustain returns on capital, while reviewing recoveries in Burberry, Glencore, Frontline and Next. 1Q26 BAWAY $14BBBRYF $4.8BBCS $77B
- Berkshire Hathaway 2025ltr Berkshire sets out Greg Abel’s stewardship priorities: decentralized operations, underwriting discipline, a fortress balance sheet and capital allocation focused on durable businesses. It announced acquisitions of OxyChem and Bell Laboratories, expects insurance pricing pressure to reduce premium volume, and targets operational improvement at BNSF, GEICO and other subsidiaries. 2025 BRK.A $1.1T
