Long-term readers are by now familiar with our investing philosophy and “market bias.”
We are long-term investors first and foremost. We shun what’s expensive and gravitate towards what’s cheap. In recent years,... Read More
Around the world, demand for dirty coal keeps growing and coal prices are running like the police are after it.
In light of this, it’s worth highlighting just how hated and underinvested coal equities still are today.
In... Read More
Over the last few weeks we have seen the dumping of commodities stocks like never before.
Q2 2022 hedge fund letters, conferences and more
The recent pull back in anything commodities-related... Read More