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Peabody Energy: Earnings Power Reveals Hidden Value
Seeking Alpha· 2025-09-02 17:25
Group 1 - The author's interest in financial markets stems from a passion for productive companies and free market capitalism, influenced by Benjamin Graham's "The Intelligent Investor" [1] - The analysis style shifted towards the Heavy Industrial Sector, particularly steelmaking, after reading Graham's "Security Analysis" [1] - Understanding Austrian Economic theory, especially the Austrian Theory of the Business Cycle, has enhanced awareness of credit expansion and contraction effects on industrial firms [1] Group 2 - The author has engaged with various texts on steelmaking to grasp operational and technical aspects, specifically referencing "The Making Shaping and Treating of Steel" [1]
Cleveland-Cliffs, Beyond The EPS
Seeking Alpha· 2025-08-21 22:50
Core Insights - The article introduces David Hotea as a new contributing analyst for Seeking Alpha, emphasizing the opportunity for others to share investment ideas and gain exposure [1] Group 1 - The author expresses a strong interest in financial markets, particularly in productive companies and free market capitalism [2] - The foundational investment literature that influenced the author's perspective includes Benjamin Graham's "The Intelligent Investor" and "Security Analysis," which shifted the focus towards the Heavy Industrial Sector, specifically steelmaking [2] - The author has engaged with Austrian Economic theory, which has informed the understanding of credit cycles and their impact on industrial firms [2] Group 2 - The author has also studied technical aspects of steelmaking, indicating a comprehensive approach to understanding the industry [2] - The intention to write for Seeking Alpha is driven by a desire to share sound investment theories and principles of Austrian Economics to aid informed decision-making [2]