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CashFlowKing

  • Uber Grew Up — And That’s Exactly Why I’d Buy It

    Uber Grew Up — And That’s Exactly Why I’d Buy It

    Uber just did something Wall Street once said it never would: it became a real business. Not a growth-at-all-costs experiment. Not a subsidized taxi app. A cash-generating machine. And now investors are asking the obvious question — after profitability and a wave of autonomous vehicle partnerships, is Uber finally a buy? Short answer: yes. But…

  • Buffett’s Oil Bet Is a Bet Against the Energy Doom Narrative

    Buffett’s Oil Bet Is a Bet Against the Energy Doom Narrative

    Warren Buffett just made it clear: he’s not done with oil. And he’s definitely not done with Occidental. After Berkshire closed its $9.7B acquisition of OxyChem in January and kept its roughly 29% common stake in OXY intact (32%+ if you count warrants), the message isn’t subtle. Buffett isn’t trading this thing. He’s building around…

  • Boring Oil Is Exactly the Point — And Buffett Knows It

    Boring Oil Is Exactly the Point — And Buffett Knows It

    Oil is boring again. And that’s exactly why Warren Buffett keeps buying it. While Wall Street obsesses over AI chips and whatever crypto ETF launched this week, Buffett is quietly sitting on roughly 265 million shares of Occidental Petroleum — about 28% of the company — plus $8.5B in preferred stock and warrants that would…

  • Meta Isn’t a Social Company Anymore—It’s an AI-Fueled Ad Machine

    Meta Isn’t a Social Company Anymore—It’s an AI-Fueled Ad Machine

    META isn’t trading like a social media company anymore. It’s trading like a cash machine that figured out how to turn AI spending into ad dollars faster than Wall Street expected. And that’s why the recent price action looks less like noise and more like a high‑conviction trade. Start with the core truth investors keep…