After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments 100: Why I Like These Two Coal Stocks
Dec 6, 2023
The speaker discusses their investment in coal, focusing on two specific companies, alpha metallurgical resources and console energy. They reflect on investment mistakes and understanding the coal market. They explore cloning successful investors and the importance of buybacks. They analyze coal stocks and the concept of 'stepped up low' in the coal cycle. They analyze coal stock buybacks and investment potential.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Reflecting on Investment Mistakes and Understanding the Coal Market
03:18 • 8min
Cloning Successful Investors and the Importance of Buybacks
10:56 • 3min
Analysis of Coal Stocks: Alpha, Console, and Arch Resources
13:49 • 4min
Exploring the Concept of 'Stepped Up Low' in the Coal Cycle and the Importance of Personalization
18:15 • 4min
Analyzing Coal Stock Buybacks and Investment Potential
22:05 • 30min