Alpha Metallurgical Resources Q4: A Minor Loss, But That Is Reflected In The Price

Company Overview - Alpha Metallurgical Resources, Inc. is the largest metallurgical coal mining company in the United States [1] - The company operates 20 mines located in the Eastern U.S. and possesses additional minor infrastructure assets [1] Investment Strategy - The focus is on investing in turnarounds within the natural resource industries, typically maintaining a holding period of 2-3 years [2] - Emphasis on value investing provides good downside protection while still allowing for significant upside potential [2] - The portfolio has achieved a compounded annual growth rate of 26% over the past 6 years [2]