This is random series.   I was just doing my leisure read. I was reading up on Warren purchase of Philip66. I was intrigued to see Warren buying a company from the Oil sector. It is not hard to see why.   Philip is a Mid stream and downstream player. So if there is over production from Shale and crude, it still need to be transported and refined. Also, they get fees for transporting the oil through pipes. They have recurring incomE     When I read their transcript for their quarter presentation, I am quite blown away by the quality of questions. Specific, and obvious that homework was done. There were expansion plans and growth drivers were clear. It is what actually Warren books say he would buy.   So, I remembered Rotary Engineering as a builder or storage tanks for oil and they have put behind the overrun project. If the ......