
100: Why I Like These Two Coal Stocks
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
Exploring the Concept of 'Stepped Up Low' in the Coal Cycle and the Importance of Personalization
This chapter discusses the concept of 'stepped up low' in the coal cycle and how personalization and customization are important in the luxury space. The speaker talks about building a data lake to leverage artificial intelligence for guest insights and touches upon the challenge of predicting free cash flow and the uncertain future of coal prices. They also share their view that 2023 might be a good representation of the industry's performance over the next decade.
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