In this episode, Jason talks about how he learned about coal, why he likes Alpha Metallurgical Resources and Consol Energy, and goes over some destination analysis related to the buybacks both companies are doing. Thanks for listening and enjoy the episode.

Matt Warder's interview with Marhelm - https://youtu.be/iExcjU1Id4I?si=MXewf6Gbt85IZDCi

The Coal Trader - https://thecoaltrader.substack.com/

Jimmy Brock Interview - https://open.spotify.com/episode/5qOshBZjczujJlkUHL1YUr?si=VwjUKqsGTmS-AxFq0_2Cpg

Follow Jason - https://twitter.com/afterinvestor

Endeavor merger workout.

Ramaco Resources bet.

Why I bought Tesla.

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New show schedule.

Munger interview - https://youtu.be/w6qRb171cog?si=R6lcXZIA6dGnYOE5

Why I sold Cardlytics.

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Get in touch - https://afterdinnerinvestor.com/contact/

Jason and Karan talk about what they learned from the book Invent and Wander. The guys talk Amazon stock, Jeff Bezos, the growth of AWS and cloud, and much more. Thanks for listening!

Invent and Wander: The Collected Writings of Jeff Bezos, With an Introduction by Walter Isaacson - https://www.amazon.com/Invent-Wander-Collected-Writings-Introduction/dp/1647820715/

Karan - https://twitter.com/KaranMGurnani

Jason - https://twitter.com/afterinvestor

On today's episode, Jason talks with coal market expert Matt Warder, the CEO of Seawolf Research. Jason and Matt talk met coal, thermal coal, global coal markets, Alpha Metallurgical Resources, Consol Energy, Warrior Met Coal, and more.

Follow Matt - https://twitter.com/mfwarder

Follow Jason - https://twitter.com/afterinvestor

Show update

Manchester United

Coal

Cardlytics Formula

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Jason and Karan talk about Soros on Soros.

Soros on Soros: Staying Ahead of the Curve - https://www.amazon.com/Soros-Staying-Ahead-Curve/dp/0471119776/

Karan - https://twitter.com/KaranMGurnani

Jason - https://twitter.com/afterinvestor

This week Jason discusses his decision to buy Alpha Metallurgical Resources stock. He discusses what he sold, why he likes Alpha, and does a destination analysis on Alpha Metallurgical Resources.

https://twitter.com/afterinvestor