Friday, September 4, 2026

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EVC Update

EVC reported a solid second quarter and outlook.

CNR · long

Core Natural Resources INC

Core Natural Resources is a US metallurgical and thermal coal producer formed in January 2025 through the merger of CONSOL Energy and Arch…

Adding a beer stock in size

Molson Coors, a 7% portfolio position, is the world’s fourth-largest brewer with leading beer shares in Canada and the US through Coors and…

Publications we follow

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108 publications

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68 accounts

Investor letters we follow

78 firms

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