After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments cover image

094: What’s going on with Alpha Metallurgical Resources stock?

After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments

CHAPTER

Portfolio Changes, Focus on Alpha Metallurgical Resources, and Cloning Strategy

The hosts discuss recent changes in their portfolio, selling Micron and adding two new positions in coal companies. They explain their focus on alpha metallurgical resources, their cloning strategy, and the volatility of the coal industry.

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