After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments 094: What’s going on with Alpha Metallurgical Resources stock?
Aug 12, 2023
This podcast discusses the recent appearance of Alpha Metallurgical Resources in Mohnish Pabrai's portfolio. The host dives into the business, its focus on metallurgical coal, and its approach to vertical integration mergers. They analyze the pros and cons of investing in a coal company and share a personal update on their weight loss journey and fitness goals.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Portfolio Changes, Focus on Alpha Metallurgical Resources, and Cloning Strategy
02:35 • 5min
Metallurgical Coal vs. Thermal Coal
07:06 • 10min
Company's Approach to Vertical Integration Mergers and Share Buybacks
16:49 • 11min
Exploring the Background and Stock Ownership of Board Members
28:10 • 3min
Analyzing the Pros and Cons of Investing in a Coal Company
31:00 • 11min
Personal Update: Interviews, Weight Loss, and Fitness
42:14 • 4min