Substack · Blindspot Value
Alpha Metallurgical Resources (AMR) – nobody wants to own coal. That’s the entire opportunity.
A business the market has priced as a melting ice cube represents an opportunity for buybacks (I think ~19% of the company in a normal year). Yes, I am interested in a coal miner in 2026. Hear me out.
Desde publicación +9,3 % α +5,7 p. p. vs S&P 500 · USD