The Ledger

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Assertion Open · timeframe Dec 2026

Jain: Exxon generates $50B cash flow vs AMD's $9B at comparable valuations

“Exxon is almost similar market cap as AMD. Depending on the oil prices, this year they generate probably fifty billion of clean free cash flow. AMD will be lucky if they generate nine.”

Rajiv Jain Jun 8, 2026 ▶ 54:51 Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)

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The Ledger

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