Workflow
Peabody Energy: A Weak Q2, But Still Some Bright Spots
PeabodyPeabody(US:BTU) Seeking Alphaยท2025-07-31 15:08

Sign up! If you like this article and are interested in more frequent analysis of my holding companies, real-time notifications on portfolio changes, together with macro and industry analysis. I would encourage you to have a look at my marketplace service, Off The Beaten Path. I primarily invest in turnarounds in natural resource industries, where I have a typical holding period of 2-3 years. Focusing on value offers good downside protection and can still provide great upside participation. The portfolio ha ...