Special Situation Investing

Mar 08 2025 145 ep. 13 mins 34
Special Situation Investing Podcast artwork

Short valuation summaries of current special situation investment opportunities.

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Paying Attention to Insiders

Mar 08 2025 8 mins  
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"

Bitcoin Vs Gold

Feb 22 2025 7 mins  
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 paye

Shorting Texas Pacific Land (TPL)

Feb 08 2025 14 mins  
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

Grayscale Ethereum Classic Trust (ETCG)

Jan 20 2025 7 mins  
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 ju

Focus in the New Year

Jan 11 2025 5 mins  
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

Portfolio Update (TPL, LB, NRP, MSB, GTX)

Dec 28 2024 16 mins  
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"

Our Interview on the ROI Club

Dec 27 2024 45 mins  
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

Bakkt

Nov 30 2024 13 mins  
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"

Camping Out in the Permian Basin

Nov 15 2024 10 mins  
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"

Datacenters and Nuclear Power

Nov 02 2024 17 mins  
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 con