Thank you for this interview. As Buffett once said "When I see memos from Howard Marks in my mail, they're the first thing I open and read. I always learn something." I would like to apply this to all your interviews. The questions you ask during your interviews always broadens my perspective. Thank you, Bill!
California gets a lot of seaweed on their beaches from which oil can be extracted to make diesel or turned to natural gas via gasification. Non recyclable packaging such pizza boxes can be compressed into biomass pellets that can also be turned into natural gas via gasification. Seaweed from which oil has been extracted can also be compressed into biomass pellets that can be turned into biochar to be used in coal plants or the biomass pellets can be used as cattle feed to reduce land use to raise cattle. This would save shipping costs from buying coal from somewhere else. Fossil energy can no longer compete with solar and wind on a cost basis.
Grats on having such a legend on your podcast.
Kudos to Bruce for mentioning connecting to shareholders. Well done, Sir.
The value you get from listening to an intelligent interview like this over something on cnbc is like comparing Sees Candy to dimestore gum.
Ha. Thank you!
Thank you for this interview. As Buffett once said "When I see memos from Howard Marks in my mail, they're the first thing I open and read. I always learn something." I would like to apply this to all your interviews. The questions you ask during your interviews always broadens my perspective. Thank you, Bill!
That's very kind. Thank you.
I thought buffet didn’t pay attention to the macro but only company specific information.Marks only talks macro so what gives?
excellent
Interesting !
California gets a lot of seaweed on their beaches from which oil can be extracted to make diesel or turned to natural gas via gasification. Non recyclable packaging such pizza boxes can be compressed into biomass pellets that can also be turned into natural gas via gasification. Seaweed from which oil has been extracted can also be compressed into biomass pellets that can be turned into biochar to be used in coal plants or the biomass pellets can be used as cattle feed to reduce land use to raise cattle. This would save shipping costs from buying coal from somewhere else. Fossil energy can no longer compete with solar and wind on a cost basis.
EPD is screaming BUY