Warrior Met Coal: Another Soft Quarter, But The Long-Term Potential Remains Appealing

Company Overview - Warrior Met Coal (NYSE: HCC) is a U.S. metallurgical coal mining company focused on the export market [1] - The company operates two mines and is developing the Blue Creek project, all located in Alabama [1] Management and Operations - The company is noted for its good management team and consistent operations [1] - Quality of operations is emphasized, indicating a strong operational foundation [1] Investment Strategy - The investment strategy focuses on turnarounds in natural resource industries with a typical holding period of 2-3 years [2] - Emphasis on value investing provides good downside protection while allowing for significant upside potential [2] - The portfolio has achieved a compounded annual growth rate of 26% over the last 6 years [2]