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Our thoughts.

The Best Play In Coal

The sometimes activist hedge fund has found a decent way to play coal - more of a special situation. Nonetheless. owning anything has been a nightmare. 

The misunderstood story that we recently told is a smaller play and will ultimately fly under the radar, but it's also a concentrated bet. Which is a positive, having a focus on core high-quality assets. 

This is an excerpt of a piece we sent to Activist Strategy subs, get this insight and more like it.