Matt Warder: Coal, Precious Metals, and Dinner with Mohnish Pabrai

I can't believe it took me this long to get Matt Warder on the podcast. But here we are.

Matt is the smartest guy in the coal space, and it's not even close.

We chat HCC's latest investor presentation, why coal stocks are cheap, the 2026-2027 setup, and Matt's thoughts on precious metals.

We finish the conversation with lessons from Matt's dinner with Mohnish Pabrai.

Mitimco

This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠⁠⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠⁠⁠⁠⁠⁠, a website for emerging manager stockpickers.

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TIKR

TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠⁠⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠⁠⁠⁠⁠⁠.