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Alpha Metallurgical Resources: The Long Term Investment Thesis
What happens when there are no shares left to buy?
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What Is Transocean Worth Now?
Feb 11
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Everyone Who Bet Against This Company Is About to Learn an Expensive Lesson
Feb 15
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3
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A $25 Billion Asset… Trading for $600 Million. How Is This Even Possible?
Dec 2, 2025
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I Would Not Sell a Single Share for Ten Times What I Paid
Apr 7
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Recent posts
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Alpha Metallurgical Resources Update
The Lollapalooza Setup
May 29
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CNX Resources: The Lowest Cost Producer Eating Itself Alive
It eats its own shares like Alpha. It produces cheaper than Warrior. And hated as a dying industry.
May 28
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BREAKING: 82 Dead in Shanxi. China’s Deadliest Coal Mine Explosion Since 2009
Premium coking coal supply just got smaller. Here is what it means for Alpha and Warrior
May 26
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Offshore & Met Coal: The Shortage Thesis
Taleb Might Be Wrong
May 25
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The Greatest Cloner Alive
Why Kaspi Could Be Massively Undervalued
May 21
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Mark Leonard Is Gone. The Cathedral Still Stands.
Constellation just hit its cheapest valuation in years.
May 18
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Alpha Bleeds. Warrior Wins.
A Cannibal Stocks investigation into the most expensive label in metallurgical coal.
May 13
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While You Were Buying Nvidia, Mohnish Pabrai Was Buying Kazakhstan.
Kaspi.kz is a super app.
May 11
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