Special Situation Investing
Short valuation summaries of current special situation investment opportunities.
Episodes
146 episodes
Options and Updates
Updates on where we've been and where we're going.Show transcript can be found at: https://specialsituationinvesting.substack.comRemember you can support the show in the following ways:Consider switching to Fountain for a...
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Season 1
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Episode 146
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23:50
Paying Attention to Insiders
Show transcript can be found at: https://specialsituationinvesting.substack.comRemember you can support the show in the following ways:Consider switching to Fountain for all of your podcast needs. Fountain sources i...
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8:57
Bitcoin Vs Gold
Is bitcoin as good as gold?Show transcript can be found at: https://specialsituationinvesting.substack.comRemember you can support the show in the following ways:Consider switching to Fountain for all of your podcast need...
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Season 1
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Episode 144
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7:45
Shorting Texas Pacific Land (TPL)
A look on and under the surface. Show transcript can be found at: https://specialsituationinvesting.substack.comRemember you can support the show in the following ways:Consider switching to Fountain for all of your ...
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Season 1
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Episode 143
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14:32
Grayscale Ethereum Classic Trust (ETCG)
A small asymmetric bet. Show transcript can be found at: https://specialsituationinvesting.substack.comRemember you can support the show in the following ways:Consider switching to Fountain for all of your podcast n...
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Season 1
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Episode 142
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7:29
Focus in the New Year
Diversification and its impact on portfolio construction. Show transcript can be found at: https://specialsituationinvesting.substack.comRemember you can support the show in the following ways:Consider switching to ...
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Season 1
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Episode 141
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5:36
Portfolio Update (TPL, LB, NRP, MSB, GTX)
Show transcript can be found at: https://specialsituationinvesting.substack.comRemember you can support the show in the following ways:Consider switching to Fountain for all of your podcast needs. Fountain sources its content fr...
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Episode 140
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16:54
Our Interview on the ROI Club
Check out all of the great content at the ROI Club along with our recent interview on the show.https://substack.com/@theroiclubShow transcript can be found at: https://specialsituationinvesting.substack.comRemember you c...
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Season 1
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Episode 139
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45:07
Bakkt
Show transcript can be found at: https://specialsituationinvesting.substack.comRemember you can support the show in the following ways:Consider switching to Fountain for all of your podcast needs. Fountain sources its content fr...
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Season 1
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Episode 138
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13:01
Camping Out in the Permian Basin
Show transcript can be found at: https://specialsituationinvesting.substack.comRemember you can support the show in the following ways:Consider switching to Fountain for all of your podcast needs. Fountain sources its content fr...
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Season 1
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Episode 137
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10:07
Datacenters and Nuclear Power
Are datacenter growth projections hype or reality?Show transcript can be found at: https://specialsituationinvesting.substack.comRemember you can support the show in the following ways:Consider switching to Fountain for ...
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Season 1
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Episode 136
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17:25
Rabbit Holes of Curiosity #2
Show transcript can be found at: https://specialsituationinvesting.substack.comRemember you can support the show in the following ways:Consider switching to Fountain for all of your podcast needs. Fountain sources its content fr...
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Season 1
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Episode 135
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12:31
Intellectual Capital Companies
Add a new mental model to your investing toolkit.Show transcript can be found at: https://specialsituationinvesting.substack.comRemember you can support the show in the following ways:Consider switching to Fountain for a...
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Season 1
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Episode 134
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11:53
Portfolio Update (GTX, MSB, FRMO, TPL)
Show transcript can be found at: https://specialsituationinvesting.substack.comRemember you can support the show in the following ways:Consider switching to Fountain for all of your podcast needs. Fountain sources its content fr...
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Season 1
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Episode 133
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12:38
Five Tools to Mitigate Investing Risk
Show transcript can be found at: https://specialsituationinvesting.substack.comRemember you can support the show in the following ways:Consider switching to Fountain for all of your podcast needs. Fountain sources its content fr...
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Season 1
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Episode 132
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14:29
Benefits and Pitfalls of 13F Filings, Some Recent Examples, and Thoughts on NRP
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Season 1
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Episode 131
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12:36
LandBridge (LB)
A surface based royalty company in the heart of the Permian basin. Show transcript can be found at: https://specialsituationinvesting.substack.comRemember you can support the show in the following ways:Consider swit...
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Season 1
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Episode 130
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17:27
Garrett Motion (GTX) and Credit Ratings
How credit ratings effect Garrett Motion (GTX) financials and stock valuations. Show transcript can be found at: https://specialsituationinvesting.substack.comRemember you can support the show in the following ways:...
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Season 1
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Episode 128
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9:17
Benchmarking Your Returns
Why I benchmark my returns to the S&P 500.Show transcript can be found at: https://specialsituationinvesting.substack.comRemember you can support the show in the following ways:Consider switching to Fountain for all ...
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Season 1
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Episode 125
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10:46
Keweenaw Land Association (KEWL)
Show transcript can be found at: https://specialsituationinvesting.substack.comRemember you can support the show in the following ways:Consider switching to Fountain for all of your podcast needs. Fountain sources its content fr...
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Season 1
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Episode 124
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16:14
Natural Resource Partners (NRP) and Coal
Considering the wisdom of a great investor on the impact of anti coal regulation and NRP.Show transcript can be found at: https://specialsituationinvesting.substack.comRemember you can support the show in the following ways:...
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Season 1
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Episode 123
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19:59