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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.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
In principle, Alpha Metallurgical Resources (AMR) is a problem case: a highly cyclical US producer of bituminous coal for the steel industry that was still losing money. But the Trump...
— Dr. Hendrik Leber
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Other investors who've written on Alpha Metallurgical Resources, Inc.
Alpha Metallurgical Resources is a premier American supplier of high-quality metallurgical coal used in steel manufacturing. The manager is...
Alpha Metallurgical Resources is part of a concentrated position in low-cost metallurgical coal companies. The manager targets...
More institutional theses from ACATIS Investment
Equinor ASA ($EQNR) was sold to take profits after its share price nearly doubled following tensions around the Strait of Hormuz.
Panasonic Holdings Corporation ($PCRFY) was divested after substantial gains in AI-driven data center components pushed its valuation into overvalued territory.
Coinbase Global ($COIN) operates a leading digital asset exchange and institutional infrastructure ecosystem providing trading, custody, and staking services for cryptocurrencies. The investment manager...