The ONLY Time You Should Not Invest Like Warren Buffett

Keith Kohl

Written By Keith Kohl

Updated May 15, 2024

Believe it or not, Warren Buffett is a little jealous of you. 

I know it doesn’t sound too plausible. 

After all, what could a person who’s amassed a fortune of more than $121 billion possibly lust for?

But it’s not your bank account that gives him a twinge of yearning — it’s your portfolio

Back in 1999, the Oracle from Omaha was asked how he would invest his money if he were just coming out of college. If he only had around $10,000 to invest, what would he do?

His answer was simple and straightforward: “I probably would focus on smaller companies because I would be working with smaller sums, and there’s more chance that something is overlooked in that arena.”

It turns out that the fifth-richest person on the planet is handicapped by his immense wealth. 

He can’t play by the same rules that we do because he’s employing billions of dollars at a time. He can no longer find the tiny hidden gems buried in the market anymore. 

And what’s more important is that there’s nothing stopping YOU from beating his returns hand over fist.

Truth is, we already are…

Over the last decade, Warren Buffett has tried to hide his love for the energy sector. 

My readers know well that the very first stock he bought was an oil company, and he couldn’t help but take advantage of the ludicrous opportunity railways presented when pipelines hit full capacity as oil output was booming in North Dakota.

But when we started seeing Buffett making huge purchases of Occidental Petroleum over the last few years, including the $127 million Berkshire shelled out in early May to own nearly 24% of Occidental’s stock, we couldn’t help but feel a little sorry for the guy.

Oh, don’t worry about him — he’ll make a pretty penny controlling Occidental. 

Since then, his Occidental shares returned a solid performance for the world’s greatest investor, climbing around 10% from the first week of May. 

Not bad, huh?

Unfortunately for Warren Buffett, he can’t invest the same way you do, and it must be killing him inside. 

During that same period, small, elite drillers like Matador Resources trading at more attractive metrics have returned nearly twice that performance:


Whatever your feelings about the guy, Buffett is highly skilled at reading markets, and it’s clear he sees the same incredibly bullish case for oil heading down the backside of 2023 that we’ve been talking about all year. 

What is that exactly, you ask?

Well, it all boils down to the fundamentals. 

All year, we’ve been screaming that the market is going to tighten during the third and fourth quarters of 2023, driven by record demand and a lack of investment in future wells. 

Buffett sees what’s coming down the road in the oil markets and invests the only way he can — by buying the player with a $56 billion market cap attached to it. 

Meanwhile, he’s missing out on the real returns being made in the oil sector… the smaller companies with rigs in the field pumping out more crude than ever before — the same stocks that he can’t touch. 

Three months ago, I told you that $70 oil was money in your pocket. 

Those words are even truer today as WTI prices are starting to find firm footing above $80 per barrel. 

Perhaps it's time you check out the stocks Warren Buffett only wishes he could buy today.

Until next time,

Keith Kohl Signature

Keith Kohl

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A true insider in the technology and energy markets, Keith’s research has helped everyday investors capitalize from the rapid adoption of new technology trends and energy transitions. Keith connects with hundreds of thousands of readers as the Managing Editor of Energy & Capital, as well as the investment director of Angel Publishing’s Energy Investor and Technology and Opportunity.

For nearly two decades, Keith has been providing in-depth coverage of the hottest investment trends before they go mainstream — from the shale oil and gas boom in the United States to the red-hot EV revolution currently underway. Keith and his readers have banked hundreds of winning trades on the 5G rollout and on key advancements in robotics and AI technology.

Keith’s keen trading acumen and investment research also extend all the way into the complex biotech sector, where he and his readers take advantage of the newest and most groundbreaking medical therapies being developed by nearly 1,000 biotech companies. His network includes hundreds of experts, from M.D.s and Ph.D.s to lab scientists grinding out the latest medical technology and treatments. You can join his vast investment community and target the most profitable biotech stocks in Keith’s Topline Trader advisory newsletter.

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