Ep 401. Macro for Value Investors: What Alice Schroeder Means by ’Buffett Cares about Macro’
Focused Compounding
00:00
Analyzing the Supply and Valuation of Coal Companies in America
In this chapter, the podcast discusses the supply and valuation of coal companies in America, focusing on BTU, Peabody Energy Corp. They also emphasize the importance of monitoring coal inventories and highlight the impact of inventory levels on pricing and various industries.
Transcript
Play full episode
