
Finding Value in Markets Other Investors Shun with Tom Bachrach, Principal at PFH Capital
Compounders Podcast
Investing in Uranium, Coal, and Unconventional Assets
The chapter delves into the speaker's perspective on including uranium, coal, and other unconventional investments in their portfolio, emphasizing the quality-price trade-off. They explore the unique dynamics of the uranium and coal markets, debunking misconceptions around coal demand decline and discussing the future supply constraints in the metco space. Despite challenges, coal companies are seen as attractive opportunities for compounding due to cash flow, potential for share buybacks, and consistent demand, presenting a contrarian view on investing in coal.
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