Warrior Met Coal: A Rough Q4, But The Company Has A Healthy Cash Buffer

Company Overview - Warrior Met Coal is a U.S. metallurgical coal mining company with all production located in Alabama [1] - The company's mines are in close proximity to an export terminal in Mobile, enhancing logistical efficiency [1] Investment Strategy - The focus is on turnarounds in natural resource industries, with a typical holding period of 2-3 years [2] - Emphasis on value investing provides good downside protection while allowing for significant upside potential [2] - The portfolio has achieved a compounded annual growth rate of 26% over the last 6 years [2]