Special Situation Investing

Oct 05 2024 25
Special Situation Investing Podcast artwork

Short valuation summaries of current special situation investment opportunities.

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Intellectual Capital Companies

Oct 05 2024 11 mins  
Add a new mental model to your investing toolkit.Show transcript can be found at: https://specialsituationinvesting.substack.comRemember you can support the show in the following ways:Consider switching to Fountain for 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

Portfolio Update (GTX, MSB, FRMO, TPL)

Sep 21 2024 12 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

Five Tools to Mitigate Investing Risk

Sep 07 2024 14 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

Benefits and Pitfalls of 13F Filings, Some Recent Examples, and Thoughts on NRP

Aug 24 2024 12 mins  

LandBridge (LB)

Aug 10 2024 17 mins  
A surface based royalty company in the heart of the Permian basin. Show transcript can be found at: https://specialsituationinvesting.substack.comRemember you can support the show in the following ways:Consider 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 betwee

Update: Keweenaw Land Association (KEWL)

Jul 27 2024 9 mins  

Garrett Motion (GTX) and Credit Ratings

Jul 13 2024 9 mins  
How credit ratings effect Garrett Motion (GTX) financials and stock valuations. Show transcript can be found at: https://specialsituationinvesting.substack.comRemember you can support the show in the following ways: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 pa

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