Special Situation Investing: Recent Episodes
Six Bravo
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Use this link to sign up for ROIC.AI
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Use this link to sign up for ROIC.AI
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Use this link to sign up for ROIC.AI
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Updates on where we've been and where we're going.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Is bitcoin as good as gold?
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
A look on and under the surface.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
A small asymmetric bet.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Diversification and its impact on portfolio construction.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Check out all of the great content at the ROI Club along with our recent interview on the show.
https://substack.com/@theroiclub
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Are datacenter growth projections hype or reality?
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Add a new mental model to your investing toolkit.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
A surface based royalty company in the heart of the Permian basin.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
How credit ratings effect Garrett Motion (GTX) financials and stock valuations.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Why I benchmark my returns to the S&P 500.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
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.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
A great small cap company at a good price.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
An average company with an above-average track record.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
When outstanding leadership meets an irreplaceable asset.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
How bitcoins unique properties shape the lending industry.
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Notes on a high-cost play on uranium.
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Where to spend your time for the best investment results.
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Not your standard junior gold miner.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
How corporate capital allocation decisions impact investor returns independent of the companies operational performance.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
A "no-frills" business with pricing power.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Tackling a listener question about NRP managements call option on all common unit holders.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Answering our questions about the industry.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Can selling covered calls boost returns on workout investments?
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Reviewing the progress of a few top companies.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
A small exchange with lots of upside.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Mohnish Pabrai doubled down on coal buying more CONSOL Energy and Alpha Metallurgical Resources and initiating a position in Arch Resources.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
The double barreled effect of arbitrage and the bitcoin halving on GBTCs share price.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Nine killer quotes from the little-know investor Anthony Deden
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
To diversify or not to diversify? That is the question.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Beave Coal Ltd, an easily overlooked, dark, illiquid OTC company with a high dividend and capital-light business model.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Learn about a rare find in the bargain bin of the stock market in Pacific Coast Oil Trust (ROYTL).
Link to Eriksen Capital Management: https://www.eriksencapitalmgmt.com/
Link to Tim Eriksen's Twitter: https://twitter.com/eriksen_tim?lang=en
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
The choice between the business models of Alliance Resource Partners and Natural Resource Partners is a no-brainer.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Making high probability bets in an ocean of possibilities.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Find out why OTCM has all the markings of a long-term winner.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Learn how the advantaged business model offered by CME Group (CME) is like shooting fish in a barrel for investors.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
National Resource Partners continues to de-risk and Mesabi Trust's dividend could soon be reinstated.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Find out how Permian Basin Royalty Trust is priming the pump for future profits.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Another coal producer goes all in on share repurchases.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
One spin-off complete and another separation announced.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
A portfolio update and a reminder that money is made by sitting, not trading.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Buffett doubled down on a liquid natural gas terminal. Should you?
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Find out how the macro tailwind in coal is poised to benefit NRP in the coming years.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Digging into the mispriced spin-off of a micro-cap oil and gas service company.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
BrogWarner's Spin-Off of Phinia Inc and how it informs Garrett Motion investors exit strategy.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
The largest private landowner in Canada with massive upside optionality.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
We detour from the show's normal format to discuss books and people instrumental in shaping our investing philosophies.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Three reasons the Trans Mountain Pipeline Expansion will be a tailwind for Canadian oil producers and how to play it.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Combining long term value investing with the barbell portfolio of Nassim Taleb for superior and risk controlled performance.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
A low PE company poised for high returns through buybacks.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Valuation summary of soon to be liquidated MV Oil Trust.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Diamonds, an emerging asset class.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Clarkson PLC is an "all weather company" trading at a low multiple that's set to profit in the coming decade.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
In today's episode find out how a special situation is building in the small cap O&G sector.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Learn how the economics of bitcoin mining combined with bitcoins fixed supply schedule create a framework for investors to understand its price action. The website discussed in todays show can be found at the following link: https://en.macromicro.me/charts/29435/bitcoin-production-total-cost
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
An update covering announcements from the Garrett Motion as it raises 2023 guidance and fast-tracks its capital structure simplification post spin-off.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
A deep dive into the wealth creation system and how to identify your own greatest advantage.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Two part series detailing the overarching steps in wealth creation and how a systematic approach can clarify your thinking.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Diving a level deeper into the critical thinking process of Charlie Munger by exploring one of his favorite mental models.
Show transcript can be found at: https://specialsituationinvesting.substack.com
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Today's show takes the form of an inquisitive essay versus an investment thesis. We will explore the nature of a social media banking debate and look for ways to improve the quality of our own thinking in the process.
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Deep dive into the unusual board room dynamics at TPL and there impact on the companies stock.
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Updates from the quarterly call and our thoughts on NRP's valuation.
A transcript of the episode can be found at (https://specialsituationinvesting.substack.com).
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Deep dive into Teck mining company's upcoming spin-off of its steel coal division.
Mohnish Pabrai video link - https://www.youtube.com/watch?v=w0BJIfNSHYY
A transcript of the episode can be found at (https://specialsituationinvesting.substack.com).
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
A humble attempt at outlining Charlie Munger's multi-disciplinary, mental model approach to elementary wisdom
A transcript of the episode can be found at (https://specialsituationinvesting.substack.com).
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Overview of the upcoming Madison Square Garden Spin-Off of MSG Sphere. While we don't plan to hold this investment ourselves our research into the company was insightful and may be worthy of consideration for investors with media company insight or expertise.
https://theathletic.com/podcast/246-shattered-hope-heartbreak-and-the-new-york-knicks/
A transcript of the episode can be found at (https://specialsituationinvesting.substack.com).
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Our initial dive into a hard-asset, asset-light (dare we say, coal?) royalty company with massive potential
A transcript of the episode can be found at (https://specialsituationinvesting.substack.com).
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Overview of Ammo Inc's upcoming Spin-Out of GunBroker.com and the potential double digit upside in the newly spun-out company.
A transcript of the episode can be found at (https://specialsituationinvesting.substack.com).
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
A big-picture view of Icahn Enterprises (IEP) and why it could be an attractive play in the current market environment
A transcript of the episode can be found at (https://specialsituationinvesting.substack.com).
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Overview of a multi faceted John Malone spin-out including Formula 1 racing, Live Nation, Sirius XM and the Atlanta Braves.
A transcript of the episode can be found at (https://specialsituationinvesting.substack.com).
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster.
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Review of Jeremy C. Miller's book, Warren Buffett's Ground Rules: Words of Wisdom from the Partnership Letters of the World's Greatest Investor.
A transcript of the episode can be found at (https://specialsituationinvesting.substack.com).
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen to your favorite show and use our affiliate link to download the app: user7318803752755346-6a82e4d49e
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Short term trades based on structural market inefficiencies can lead to long term returns. For an expert level review of this framework please watch Murray Stahl's video on Value Creation From Value Destruction: https://vimeo.com/216016883/10b948b174
A transcript of the episode can be found at (https://specialsituationinvesting.substack.com).
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen to your favorite show and use our affiliate link to download the app: user7318803752755346-6a82e4d49e
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Updates from PHX Minerals' quarterly report and recent press release.
A transcript of the episode can be found at (https://specialsituationinvesting.substack.com).
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen to your favorite show and use our affiliate link to download the app: user7318803752755346-6a82e4d49e
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Overview of French energy company, TotalEnergies, Canadian oil sands segment spin-off.
A transcript of the episode can be found at (https://specialsituationinvesting.substack.com).
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen to your favorite show and use our affiliate link to download the app: user7318803752755346-6a82e4d49e
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
A growing small-cap, SaaS company providing solutions for the oil and gas midstream sector.
A transcript of the episode can be found at (https://specialsituationinvesting.substack.com).
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen to your favorite show and use our affiliate link to download the app: user7318803752755346-6a82e4d49e
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Review of Richards J. Heuer's little known book The Psychology of Intelligence Analysis. In the book Heuer reviews several the limitations to human cognition that effect our decision making and proposes his Analysis of Competing Hypotheses (ACH) method to organize our thinking and conclusions. I found the book highly relevant to investment decision making especially as it relates to analyzing a businesses "moat" or competitive advantage. When combined with Ben Graham's Intelligent Investor framework for business valuation Mr Heuer's ACH framework can be a powerful tool for analysis of a businesses competitive advantage and other macro factors. Overall, I highly recommend the method and have already incorporated it into my tool kit.
A transcript of the episode can be found at (https://specialsituationinvesting.substack.com).
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen to your favorite show and use our affiliate link to download the app: user7318803752755346-6a82e4d49e
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
With bitcoin down over 60% in dollar terms for the year we thought it might be helpful to look at eight separate lenses through which you can value the network. For further information on this topic I recommend the Bitcoin White Paper, The Denationalization of Money by Fredrich Hayek, the Essay on the Nature of Trade in General by Richard Cantillon, any of the papers or talks of Murray Stahl, and finally the Michael Saylor Series of interviews on the What is Money Podcast.
A transcript of the episode can be found at (https://specialsituationinvesting.substack.com).
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen to your favorite show and use our affiliate link to download the app: user7318803752755346-6a82e4d49e
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Discussion of some of the advantages available to small investors and how you can apply them to your own portfolio construction.
A transcript of the episode as well as the chart referenced can be found at (https://specialsituationinvesting.substack.com).
Remember you can support the show in the following ways:
Consider switching to Fountain for all of your podcast listening. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen to your favorite show and use our affiliate link to download the app: user7318803752755346-6a82e4d49e
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Overview of Sitio Royalties and its upcoming merger with Brigham Minerals.
A transcript of the episode as well as the chart referenced can be found at (https://specialsituationinvesting.substack.com).
Remember you can support the show in the following ways:
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Analysis of OTCMs superior moat, market position, and how the EDGAR Online acquisition fits into its strategy.
A transcript of the episode as well as the chart referenced can be found at (https://specialsituationinvesting.substack.com).
Remember you can support the show in the following ways:
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Overview of Worthington Industries history and plans to separate its consumer products and steel processing business via a tax free spin-off.
A transcript of the episode as well as the chart referenced can be found at (https://specialsituationinvesting.substack.com).
Remember you can support the show in the following ways:
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Today's show covers a hodgepodge of announcements, earnings reports, and corporate events that impacted some of our holdings last week. Key concepts are understanding which investments to hold for the long term and which to sell at a profit and how to determine your exit strategy.
A transcript of the episode as well as the chart referenced can be found at (https://specialsituationinvesting.substack.com).
Remember you can support the show in the following ways:
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Summary of PHX Minerals history, valuation, and its transition to a pure play energy royalty.
A transcript of the episode as well as the chart referenced can be found at (https://specialsituationinvesting.substack.com).
Remember you can support the show in the following ways:
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Broad overview of proper risk mitigation techniques and investment perspective.
A transcript of the episode as well as the chart referenced can be found at (https://specialsituationinvesting.substack.com).
Remember you can support the show in the following ways:
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
OTC Markets Group business model breakdown.
A transcript of the episode as well as the chart referenced can be found at (https://specialsituationinvesting.substack.com).
Remember you can support the show in the following ways:
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
In response to some listener feedback today we delve into the purpose of the podcast as well as the basics of portfolio construction.
A transcript of the episode as well as the chart referenced can be found at (https://specialsituationinvesting.substack.com).
Remember you can support the show in the following ways:
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Overview of Chesapeake Granite Wash Trust a small thinly traded oil and gas royalty company trading near a P/E of 5 with a 25% dividend yield.
A transcript of the episode as well as the chart referenced can be found at (https://specialsituationinvesting.substack.com).
Remember you can support the show in the following ways:
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Another Mesabi Trust update further detailing the idling of the mine by its operator, Cleveland Cliffs along with its valuation going forward.
Remember you can support the show in the following ways:
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
In today's (FI) episode we discuss the importance of building wealth through your housing rather than using as a tool for consumption. A transcript of the episode as well as the chart referenced can be found at (https://specialsituationinvesting.substack.com).
Remember you can support the show in the following ways:
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Today's episode provides insight into, Labrador Iron Ore Royalty Corporation, and its low cost operator advantaged business structure.
Remember you can support the show in the following ways:
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Overview of MDU Resources Group (MDU) planned spin-off of Knife River.
Remember you can support the show in the following ways:
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Summary of both the warrants and common stock valuation of Algoma Steel Group Inc.
Remember you can support the show in the following ways:
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Revisiting financial independence for the second time in our short series on that subject today we discuss the why behind FI. By detailing the reasons behind the pursuit of FI we hope to better frame how the tactics discussed in the series can benefit you. Again, this series will be limited and labeled separately so that listeners can easily determine which content benefits them the most.
Remember you can support the show in the following ways:
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Jefferies Financial Group spin-off of Vitesse Energy.
Remember you can support the show in the following ways:
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Our first in a series of financial independence podcasts that will be cycled in with our standard investment writeups. Today's discussion touches on the importance of controlling costs along your financial independence journey.
Remember you can support the show in the following ways:
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Why some businesses, with high fixed debt, can increase in value as interest rates rise rather than decrease.
Remember you can support the show in the following ways:
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
XPO Logistics names its next spin-off and we summarize the advantages imbedded in the brokerage business model.
Remember you can support the show in the following ways:
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
One more update in the Office Depot restructuring saga with a massive share repurchase and FY22 earnings guidance.
Remember you can support the show in the following ways:
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Final update on the Fortress Transportation and Infrastructure (FTAI) spin-out prior to its Thursday 18 July record date.
Remember you can support the show in the following ways:
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Macro look at global energy consumption as it pertains to oil and gas producers.
Remember you can support the show in the following ways:
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support
Texas Pacific Land viewed through the lens of Monish Pabrai's growing-pie and "spawner" framework.
Remember you can support the show in the following ways:
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Summary of both Office Depot and Garrett Motion's spin-off and debt repayment press release.
Remember you can support the show in the following ways:
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Summary of Fortune Brands Home & Security, cabinet business spin-off.
Remember you can support the show in the following ways:
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Break down of Garrett Motion's amended Form S-1 and implications of the institutional investor share registration.
Remember you can support the show in the following ways:
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Recently announced spin-off of Vista Outdoors Sporting Division presents an opportunity to purchase their ammunition business at a bargain price.
Remember you can support the show in the following ways:
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Overview of Sandstorm Gold Ltd, its upcoming purchase of Nomad Royalty, and its purchase of multiple BaseCore Metals royalties.
Remember you can support the show in the following ways:
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support..
In Intercontinental Exchange Part 2 we delve deeper into the business model that makes ICE a fantastic company to own for the long term.
Remember you can support the show in the following ways:
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Overview of the recently announced Intercontinental Exchange Purchase of Black Knight Inc.
Remember you can support the show in the following ways:
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Update to Garrett Motion Series A Preferred (GTXAP) in light of the companies Q1 2022 earnings call.
Remember you can support the show in the following ways:
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Overview of Jack Mallers Bitcoin Miami "Bitcoin Point of Sale" announcement. For the full announcement check out the following link: https://www.youtube.com/watch?v=dD2-T7TX2rk
To sign up for Strike visit the following link : https://strike.me/en/
To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP
Or support the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support.
Guest presenter reviews Fortress Transportation and Infrastructure LLC detailing the upcoming NASDAQ listing, restructure, and spin-off.
Update to XPO Logistics Spin-Off after the companies announced Intermodal business sale.
Overview of Texas Pacific Land (TPL) a Permian Basin based oil and gas royalty company with no debt and massive growth potential.
XPO logistics split up and sale of its Truck Brokerage, North American Intermodal/Drayage, and European Transportation Business.
Garrett Motion Series A Preferred. Garrett Motion, a 2018 spin-off from Honeywell that recently emerged from bankruptcy with lots of upside left in 2022.
AT&T Reverse Morris Trust Spin-Off of Warner Media into Discovery Inc to create the combined Warner Brothers Discovery.
UPDATE to Post Holding Spin-Off of BellRing Brands following the 14 Feb ex-dividend announcement.
Post Holding spin-off of BellRing part two where we discuss management teams and capital allocation.
Quick valuation of unregulated Constellation Energy after today's spin-off from regulated transmission and distribution utility Exelon.
Short valuation of Office Depot's upcoming retail division spin-off along with the remaining B2B company.
Today's summary and valuation cover the recent Vector Group spin-off of property management and real estate company Douglas Elliman Inc.
Episode one values a recent Greek dry bulk shipping micro-cap selling at a significant discount to fleet scrap value.