CLF—To fully grasp value proposition of this stock, you have to recognize how monomaniacal the CEO, Lourenco Goncalves is at generating value for shareholders. LG owns ~$120M of CLF stock, and he has regularly purchased shares on the open market or held shares after exercising options.*
The single sentence in #msg-174061258 (in reply to jbog’s post of a disparaging WSJ piece) encapsulates my view of LG’s leadership.