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

Value Hive Podcast

CHAPTER

Navigating Coal Investment Insights

This chapter focuses on the challenges and opportunities in coal investments, driven by recent market fluctuations and geopolitical factors. The discussion highlights strategies for portfolio construction, emphasizing cautious approaches to investing in coal companies. Additionally, it reflects on the impact of external events on commodity prices and the importance of timing in the capital cycle.

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