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Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
We are invested in a couple of metallurgical (met) coal businesses. Both are near...
— Mohnish Pabrai
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Other investors who've written on Alpha Metallurgical Resources, Inc.
Alpha Metallurgical Resources ($AMR) is a United States-based mining company specializing in the production of metallurgical and bituminous coal primarily used in blast furnace steelmaking. The manager holds...
Alpha Metallurgical Resources is part of a concentrated position in low-cost metallurgical coal companies. The manager targets...
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Reysas REIT is a prominent Turkish industrial real estate owner and logistics provider that controls over 12 million square feet of prime Grade A warehouse space, representing the fund's largest position at 15.7% of assets. The manager maintains...
Valaris is a leading global offshore drilling contractor with a modern fleet of ultra-deepwater drillships and versatile jackup rigs, representing 4.4% of the fund's holdings. The manager expresses...
Odfjell Drilling ($ODFL.OL) represents 4.5% of the fund's portfolio.