@MohnishPabrai / appears on we-study-billionaires, we-study-billionaires, we-study-billionaires, we-study-billionaires, we-study-billionaires, we-study-billionaires, we-study-billionaires
And then I find that on the met coal side, Consol was thermal coal, they're very good company, but on the met coal side, it's even more favorable. And so I switched the bet from Consol to Alpha and Warrior.
So I look at Consul Energy and the guy is right. It looks very similar to Ipsco. They're forward selling. They've got kind of visibility in future.
So if we look at a company like, let's say you look at a company like Microsoft, I mean, the evolution that business has gone through over the last 6 decades or whatever they've been around is unbelievable. They've continuously reinvented themselves and each time they've reinvented, I mean, We were— Microsoft was threatened with extinction so many times.
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}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.
A basket of Asia's biggest companies outside Japan climbs as money rotates out of pricey US-only allocations into cheaper Asian markets led by China, Taiwan, Korea and India.
When we look at business like Walmart, for example, That's also a very fit business because they've been so fanatical about delivering value to their customers and efficiency and taking cost out of the system and all of that, that they've taken out everyone and built their footprint.
I would say you could do the S&P one-fourth, you could do Berkshire one-fourth, and I would like to get some good broad international index which has more exposure to Asia and China and others like that.
And so I switched the bet from Consol to Alpha and Warrior.
I think Constellation is a more resilient business than Walmart because it is 1,000 businesses in one.
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