Equity Research Database

Institutional Investment Pitches

Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.

Pabrai Wagons Fund's investment thesis on Alpha Metallurgical Resources ($AMR) — Q1 2025 | Buyside Digest

$AMRNYSEAlpha Metallurgical Resources

BULL

Pabrai Wagons Fund—AMR

Fund Letter

Q1 2025

Published March 31, 2025

$153.80USD

-31.8% vs last month

$108.52Pitched

+41.7% since pitch

Market Cap$2.0B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Alpha Metallurgical Resources is part of a concentrated position in low-cost metallurgical coal companies. The manager targets...

— Mohnish Pabrai

BSD Research Exclusive

Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.

6,000+ Institutional Pitches

Proprietary AI Analysis

100 Letter Unlocks/Cycle

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

Other investors who've written on Alpha Metallurgical Resources

No other institutional pitches found for this ticker yet.