An overview of active Idea Hive portfolio positions
Can't believe this is a free substack.
Great review post, clear and easy to understand. Thanks
I am not able to see HCC in the portfolio here. Am I missing something?
Yes, HCC is not included in the September post because the portfolio review is published at the start of each month.
Got it. Excellent post on Met Coal. Disclosure - Positions in AMR and CEIX. Sold ARCH earlier in the year.
Can't believe this is a free substack.
Great review post, clear and easy to understand. Thanks
I am not able to see HCC in the portfolio here. Am I missing something?
Yes, HCC is not included in the September post because the portfolio review is published at the start of each month.
Got it. Excellent post on Met Coal. Disclosure - Positions in AMR and CEIX. Sold ARCH earlier in the year.