25min chapter

Value Hive Podcast cover image

Matt Warder: Coal, Precious Metals, and Dinner with Mohnish Pabrai

Value Hive Podcast

CHAPTER

Navigating the Coal and Mining Landscape

This chapter explores the intricacies of specialization in the mining and commodity industry, emphasizing the value of relationships and storytelling in market analysis. It discusses management dynamics within coal and steel sectors, comparing past combative styles to a more supportive modern approach and examining the role of effective management in safety and productivity. The conversation also analyzes coal investment strategies, including the formation of a new coal ETF, emphasizing long-term value, financial intricacies, and the relevance of asking the right questions in evaluating companies.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode