Special Situation Investing
Short valuation summaries of current special situation investment opportunities.
Episodes
145 episodes
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