Special Situation Investing

Jun 29 2024 23
Special Situation Investing Podcast artwork

Short valuation summaries of current special situation investment opportunities.

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Rabbit Holes of Curiosity

Jun 29 2024 13 mins  

Portfolio Update (NRP, TPL, PSK)

Jun 15 2024 16 mins  

Benchmarking Your Returns

Jun 01 2024 10 mins  
Why I benchmark my returns to the S&P 500.Show transcript can be found at: https://specialsituationinvesting.substack.comRemember you can support the show in the following ways:Consider switching to Fountain for all 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 cr

Keweenaw Land Association (KEWL)

May 18 2024 16 mins  
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 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" yo

Natural Resource Partners (NRP) and Coal

May 04 2024 19 mins  
Considering the wisdom of a great investor on the impact of anti coal regulation and NRP.Show transcript can be found at: https://specialsituationinvesting.substack.comRemember you can support the show in the following ways: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

FRMO: A Frictionless Flywheel

Apr 20 2024 18 mins  

Currency Exchange International (CXI CURN)

Apr 06 2024 25 mins  
A great small cap company at a good price.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 from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creato

Portfolio Update (TPL, NRP, PBT, GTX)

Mar 22 2024 13 mins  

Armanino Foods

Mar 09 2024 15 mins  
An average company with an above-average track record. 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 from the podcast index and allows users to receive and stream bitcoin micro payments between fans and c

Early-Stage Compounder: PrairieSky Royalty (PREKF)

Mar 02 2024 10 mins  
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 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" yo