In today’s post:

  • 🐐 Buffett Isn't Here for 20%

🐐 Buffett Isn't Here for 20%

Evercore upgraded Occidental Petroleum $OXY ( β–² 3.63% ) this week, and the stock popped nearly 4% on the announcement.

The reasons? Improved capital efficiency and successful deleveraging. Plain English? The company got leaner and paid down its debts.

But here's the real question: is OXY still a buy now that Wall Street is finally paying attention?

Because the golden rule of institutional money is brutal: they pile in together, and they stampede out together. The trick is beating them through both doors.

Let's build the case.

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