After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments cover image

096: Cardlytics Destination Analysis Using The Cardlytics Formula

After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments

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Coal Supply and Demand Dynamics

The chapter explores the supply and demand dynamics in the coal industry, highlighting the potential for growth in coal stocks. It discusses the attractiveness of certain coal companies based on factors such as export optionality, low PE ratios, and strong management. The speaker believes that there is a no-brainer investment opportunity in the coal sector.

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