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Core Natural Resources: The Coal Company Building Fighter Jets
The Market Sees A Coal Miner. I See Something Very Different.
Jun 9
•
Cannibal Stocks
16
3
Cardlytics: The Silence of the Lambs
"In particular, if you have a corporation where a man has risen to be CEO, and he now has hundreds of millions of dollars in the stock of the company...
Jun 7
•
Cannibal Stocks
10
2
1
Market Update: Connecting the Dots
Cannibals,
Jun 5
•
Cannibal Stocks
15
3
1
The First Year of Cannibal Stocks: 20 Ideas, Ranked From Best to Worst
S Tier to D Tier
Jun 4
•
Cannibal Stocks
16
2
5
Alpha Metallurgical Resources: The Long Term Investment Thesis
What happens when there are no shares left to buy?
Jun 1
•
Cannibal Stocks
23
12
7
May 2026
Alpha Metallurgical Resources Update
The Lollapalooza Setup
May 29
•
Cannibal Stocks
30
5
12
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
•
Cannibal Stocks
17
5
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
•
Cannibal Stocks
17
3
5
Offshore & Met Coal: The Shortage Thesis
Taleb Might Be Wrong
May 25
•
Cannibal Stocks
20
2
3
The Greatest Cloner Alive
Why Kaspi Could Be Massively Undervalued
May 21
•
Cannibal Stocks
14
4
6
Mark Leonard Is Gone. The Cathedral Still Stands.
Constellation just hit its cheapest valuation in years.
May 18
•
Cannibal Stocks
11
2
Alpha Bleeds. Warrior Wins.
A Cannibal Stocks investigation into the most expensive label in metallurgical coal.
May 13
•
Cannibal Stocks
15
8
4
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