What Makes Occidental Petroleum Corporation (OXY) an Investment Bet?

Group 1: Market Overview - In Q4 2025, stock markets paused with the S&P 500 trading sideways from October to year-end, while the MCM Thematic Growth Strategy gained 11.98%, underperforming the S&P 500's 17.88% [1] - The AI boom significantly boosted the S&P 500 in 2025, but concerns arose regarding rising debt and the urgent need for R&D investments in advanced software and data centers [1] - Software stocks sharply declined in 2026 due to falling valuations and rising concerns about AI cannibalization [1] Group 2: Thematic Growth Strategy - The Thematic Growth Strategy aims to ease the load on mega-cap tech stocks and anticipates that other sectors will become increasingly sensitive in the coming months [1] - The letter discussed the effects of changing trends on the balance within the Thematic Growth Strategy [1] Group 3: Occidental Petroleum Corporation - Occidental Petroleum Corporation (NYSE:OXY) is highlighted as an investment opportunity, with a market capitalization of $50.724 billion and a one-month return of 13.31% [2] - The stock closed at $51.43 per share on February 26, 2026, and has gained 5.30% over the past 52 weeks [2] - The company has a strong shareholder base, with Berkshire Hathaway owning over 26% of the stock, and the five largest shareholders owning a combined 51.6% of shares, indicating limited availability for new buyers [3] - The energy sector has underperformed in recent years, and oil prices are currently considered depressed, making Occidental a strategic choice to capitalize on potential rises in oil prices [3]