Building a Robust Investment Strategy: Insights from Tobias Carlisle
The Education of a Value Investor
Investing in Metallurgical Coal: A Data-Driven Approach
This chapter explores the rationale for investing in metallurgical coal companies, highlighting the impact of supply and demand on their valuation in light of the green revolution's steel dependency. The authors emphasize a quantitative investment philosophy focused on financial metrics to avoid behavioral biases and impulsive trading decisions. By sharing personal experiences and insights, they illustrate the importance of disciplined portfolio management and the psychological challenges associated with investment choices.
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