AMR is a stock that many commenters on my posts would always go to when trying to criticize my philosophy, but it never shook me. Despite being down on the name, and watching it fall more than 50% on multiple occasions, it was never discouraging as I knew what I was invested in. I have a thesis, that thesis is unchanged, and the overarching results continue to support my thesis regardless of what the market wants to price the company at. This is the nature of investing in individual names, volatility and mixed messaging. Knowing the company that you own and having your own narrative that is proven or disproven by the results is a basic requirement of owning individual companies. Know what you own.
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19 Comments
Roberto Gonzalez@robertogonzalez_45 · 14h
I always liked that one. Never really pulled the trigger but met coal was a good deal. You still need to get rid of LULU tho 🤣😂
Connor @connorj · 5h
I’d be comfortable owning AMR at your price, people don’t understand natural resources much I’m not surprised they shit on that holding of yours. I don’t regret much, but I do regret selling $HCC I had a bunch in the $40 zone and sold for other holdings, although I would still be happy to own it at its current price, I decided to stay out since I have been buying $SXC as a similar play. Have also have been looking at $CNR. We love stinky coal
Ned @nelinjo · 3h
Beast company 👍
Sean Bear@seanbear · 13h
Glad its turning around for you man.
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