Warrior Met Coal vs Arch Resources | Mohnish Pabrai’s New Investments!
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- Опубликовано: 9 июн 2024
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Warrior Met Coal (Ticker HCC) vs. Arch Resources (Ticker ARCH): Which is the better investment right now? Why is Mohnish Pabrai investing in the coal industry? Plus, understanding the difference between metallurgical coal and thermal coal.
🗃 Content:
0:00 HCC vs ARCH
1:50 Investors
3:10 Financial Health
4:35 Growth
5:48 Dividends
7:10 Valuation
8:34 Final Score
#HCCstock #Mohnishpabrai #ARCHstock
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DISCLAIMER:
I am not a financial adviser. This video is for educational and entertainment purposes only. Seek professional help before making any investment decision.
A great comparative analysis. Very impressive work!
Glad you liked it! 😁
I think with Warrior it is how you see the Blue Creek Mine investment playing out. Even with that, I'm waiting for the price to become a bit more reasonable to jump in.
big difference in HCC only quality cooking coal for steel not energy
Yes, lack of diversification can be a strength in this case. Thanks for watching.
Thank you for sharing a valuable anaysis on these 2 stocks, plz review AMR too in your next episode, not sure if you have already done for AMR, Thanks
I'm glad you like the video. I analysed AMR some time ago. Here is the link ruclips.net/video/YIZB4MpHCnE/видео.html
I am upset amr wasn’t compared in a score with both of those but I already value it the most along with warrior met coal base on it’s financial strength
In your video you mentioned that warrior was slightly over valued, however its P/E ratio is 7.80 which seems undervalued to me, then a few moments later you mention that arch is slightly under valued yet it's P/E ratio is 9.53 which is good but technically slightly more then warrior met coal. Obviously i am missing something, here, and was wondering if you could point it out.
P/E ratio is just one way of valuing a company. I'm mainly looking at Discounted Cash Flow valuations. And they may vary from price to earnings ratio. Of course it does not mean I'm right. I just belive the DCF is more realiabule.
@@BaldInvestor oh that’s the part I was missing. I really enjoy your videos. You do a wonderful job at explaining things, and you have really opened my eyes to all the variables that in the fact that you were spot on about Zim. Honestly compared to most of these RUclips gurus you’re the most interesting and the most educational and you never tell people what to do. You simply provide information and facts and details and explain probabilities.
Thank you for the kind words. That is exactly what I'm trying to achieve with this channel. I'm glad you like it.
I would have likes to see amr in the mix
nice estimate !! really appreciate your point of view, and so does my toupee wearing dog who has recently discovered you as well. He insisted we support your page.
Thank you and your dog, very much. I have to say the toupee is stylish. I must consider getting one. 😁
I like that you cover these companies. However, you already hint at the fact that this is a cyclical industry, so doesn’t that take a lot of sense away from the metrics?
U double counted valuation.
Not sure how one would score 1 to 1 in valuation. The score would have to be 2-0, right?