Special Situation Investing
Short valuation summaries of current special situation investment opportunities.
Episodes
151 episodes
Athens Exchange Group (EXAE)
Show transcript can be found at: https://specialsituationinvesting.substack.comRemember you can support the show in the following ways:Use this link to sign up for ROIC.AIConsider swi...
Urbana Corporation (URB.TO)
Show transcript can be found at: https://specialsituationinvesting.substack.comRemember you can support the show in the following ways:Use this link to sign up for ROIC.AIConsider sw...
Ben Graham In his Own Words
Show transcript can be found at: https://specialsituationinvesting.substack.comRemember you can support the show in the following ways:Use this link to sign up for ROIC.AIConsider sw...
Gambling.com Group (GAMB)
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...
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...
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...
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...
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 ...
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...
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 ...
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...
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...
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...
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...
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 ...
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...
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...
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...
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...
Benefits and Pitfalls of 13F Filings, Some Recent Examples, and Thoughts on NRP
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...
