Special Situation Investing
By Six Bravo
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Category: Investing
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Subscribers: 9
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Episodes: 122
Description
Short valuation summaries of current special situation investment opportunities.
| Episode | Date |
|---|---|
|
FRMO: A Frictionless Flywheel
|
Apr 20, 2024 |
|
Currency Exchange International (CXI CURN)
|
Apr 06, 2024 |
|
Portfolio Update (TPL, NRP, PBT, GTX)
|
Mar 23, 2024 |
|
Armanino Foods
|
Mar 09, 2024 |
|
Early-Stage Compounder: PrairieSky Royalty (PREKF)
|
Mar 02, 2024 |
|
The Saint Joe Company
|
Feb 24, 2024 |
|
Fly The Airplane
|
Feb 17, 2024 |
|
Bitcoin Lending
|
Feb 10, 2024 |
|
Uranium Royalty Corp (UROY)
|
Feb 03, 2024 |
|
Focus & Investing
|
Jan 27, 2024 |
|
A “More Profitable” Miner: Fortitude Gold (FTCO)
|
Jan 20, 2024 |
|
The Mathematics of Buybacks and Dividends
|
Jan 13, 2024 |
|
Concrete Compounder: Eagle Materials (EXP)
|
Jan 06, 2024 |
|
NRPs Call Option
|
Dec 23, 2023 |
|
The Soda Ash Business
|
Dec 16, 2023 |
|
Pulling Returns Forward With Options
|
Dec 09, 2023 |
|
Portfolio Update (NRP, MSB, PBT)
|
Dec 02, 2023 |
|
The Tel Aviv Stock Exchange (TASE)
|
Nov 25, 2023 |
|
Cannibal Monsters
|
Nov 18, 2023 |
|
Grayscale Bitcoin Trust (GBTC)
|
Nov 11, 2023 |
|
Wisdom from the Swiss Alps
|
Nov 04, 2023 |
|
Position Size
|
Oct 28, 2023 |
|
Beaver Coal Ltd
|
Oct 21, 2023 |
|
Pacific Coast Oil Trust (ROYTL)
|
Oct 14, 2023 |
|
Alliance Resource Partners - Why We Don't Own It (ARLP)
|
Oct 07, 2023 |
|
A Pirates Guide to Stock Selection
|
Sep 30, 2023 |
|
OTC Markets Group - A Quality Compounder
|
Sep 23, 2023 |
|
CME Group (CME)
|
Sep 16, 2023 |
|
Portfolio Update (NRP & MSB)
|
Sep 09, 2023 |
|
Permian Basin Royalty Trust (PBT)
|
Sep 02, 2023 |
|
A Buyback Monster: Alpha Metallurgical Resources (AMR)
|
Aug 26, 2023 |
|
San Juan Basin Royalty Trust (SJT)
|
Aug 19, 2023 |
|
MDU Resources Group - The Sequel (MDU)
|
Aug 12, 2023 |
|
A Portfolio Update (MSB) & (TPL)
|
Aug 05, 2023 |
|
Cheniere Energy Partners (CQP)
|
Jul 29, 2023 |
|
Coal's Resilient Future (NRP)
|
Jul 22, 2023 |
|
High Arctic Energy Services (HGHAF)
|
Jul 15, 2023 |
|
BorgWarner Spin-Off of Phinia Inc
|
Jul 08, 2023 |
|
PrairieSky Royalty Ltd (PREKF)
|
Jul 01, 2023 |
|
Investors Open Mike
|
Jun 24, 2023 |
|
A Tale of Two Pipelines
|
Jun 17, 2023 |
|
The Century Portfolio
|
Jun 10, 2023 |
|
The cannibal coal company - CONSOL Energy (CEIX)
|
Jun 03, 2023 |
|
MV Oil Trust
|
May 27, 2023 |
|
Diamond Standard Ltd
|
May 20, 2023 |
|
Clarkson PLC (CKNHF)
|
May 13, 2023 |
|
Shadowing David Einhorn Subtitle
|
May 06, 2023 |
|
Bitcoin Mining Economics
|
Apr 29, 2023 |
|
Garrett Motion Accelerates to the Finish Line (GTX)
|
Apr 22, 2023 |
|
Wealth Creation System Part 2
|
Apr 15, 2023 |
|
Wealth Creation System Part 1
|
Apr 08, 2023 |
|
Incentive Superpower
|
Apr 01, 2023 |
|
Bank to Basics
|
Mar 25, 2023 |
|
TPL's Governance Battle
|
Mar 18, 2023 |
|
Another look at National Resource Partners (NRP)
|
Mar 11, 2023 |
|
Teck Spin-Off of EVR
|
Mar 04, 2023 |
|
Modeling Munger's Mind
|
Feb 25, 2023 |
|
Madison Square Garden Spin-Off of MSG Sphere Corp
|
Feb 18, 2023 |
|
A coal royalty company - Natural Resource Partners (NRP)
|
Feb 11, 2023 |
|
Ammo Inc Spin-Out of GunBroker.com
|
Feb 04, 2023 |
|
Episode 62 Icahn Enterprises
|
Jan 28, 2023 |
|
Liberty Media Spin-Out of Braves Holdings
|
Jan 21, 2023 |
|
Warren Buffett's Ground Rules
|
Jan 14, 2023 |
|
Short Term Value Investing?
|
Jan 06, 2023 |
|
PHX Minerals Continues its Transformation (PHX)
|
Jan 01, 2023 |
|
TotalEnergies Oil Sands Spin-Off
|
Dec 22, 2022 |
|
OneSoft Solutions Inc. (OSSIF)
|
Dec 16, 2022 |
|
The Psychology of Intelligence Analysis Book Review
|
Dec 13, 2022 |
|
8 Ways to Value Bitcoin
|
Dec 09, 2022 |
|
Small Investor Advantages
|
Dec 03, 2022 |
|
Sitio Royalties, Brigham Minerals Merger
|
Nov 29, 2022 |
|
OTCM's EDGAR Online Acquisition
|
Nov 23, 2022 |
|
Worthington Industries Spin-off
|
Nov 13, 2022 |
|
Know When to Hold'em and Know When to Fold'em
|
Nov 06, 2022 |
|
PHX Minerals
|
Oct 31, 2022 |
|
Investing and Risk
|
Oct 24, 2022 |
|
OTC Markets Group
|
Oct 16, 2022 |
|
Portfolio Construction
|
Oct 10, 2022 |
|
Chesapeake Granite Wash Trust
|
Oct 04, 2022 |
|
Mesabi Trust Update 3
|
Sep 24, 2022 |
|
(FI) Housing and Financial Independence
|
Sep 19, 2022 |
|
Labrador Iron Ore Royalty Corporation
|
Sep 10, 2022 |
|
Knife River Spin-Off
|
Sep 04, 2022 |
|
Algoma Steel Group Inc.
|
Aug 30, 2022 |
|
(FI) The Why Behind FI
|
Aug 20, 2022 |
|
Vitesse Energy
|
Aug 14, 2022 |
|
(FI) My Single Greatest Cost Saving Tactic
|
Aug 10, 2022 |
|
Increased Rates, Higher Valuation?
|
Aug 05, 2022 |
|
RXO Logistics - A Spin-Off is Named
|
Jul 26, 2022 |
|
Office Depot's Dutch Tender Offer
|
Jul 22, 2022 |
|
Update - Fortress Transportation and Infrastructure (FTAI)
|
Jul 19, 2022 |
|
Oil Ain't Toast
|
Jul 12, 2022 |
|
Texas Pacific Land Revisited
|
Jul 09, 2022 |
|
Updates - Office Depot & Garrett Motion
|
Jun 26, 2022 |
|
Fortune Brands Spin-Off
|
Jun 21, 2022 |
|
Garrett Motion Amended S-1
|
Jun 13, 2022 |
|
Vista Outdoors, Sporting Division Spin-Off
|
Jun 05, 2022 |
|
Sandstorm Gold Ltd (SAND)
|
May 23, 2022 |
|
Intercontinental Exchange Part 2
|
May 17, 2022 |
|
Intercontinental Exchange Purchase of Black Knight Inc
|
May 09, 2022 |
|
Garrett Motion Q1 Earnings Call
|
May 02, 2022 |
|
Bitcoin Point of Sale Payments
|
Apr 23, 2022 |
|
Fortress Transportation and Infrastructure LLC
|
Apr 18, 2022 |
|
XPO Logistics Update
|
Apr 10, 2022 |
|
Options and Spin-Offs
|
Apr 03, 2022 |
|
Mesabi Trust Part 2
|
Mar 26, 2022 |
|
Texas Pacific Land
|
Mar 21, 2022 |
|
XPO Logistics
|
Mar 16, 2022 |
|
Bitcoin
|
Mar 07, 2022 |
|
Mesabi Trust
|
Mar 01, 2022 |
|
Garrett Motion Series A Preferred
|
Feb 23, 2022 |
|
AT&T Spin-Off of Warner Media
|
Feb 20, 2022 |
|
UPDATE to Post Holding Spin-Off
|
Feb 16, 2022 |
|
3Ms Spin-off & Sale of its Food Safety Business
|
Feb 13, 2022 |
|
Post Holding Spin-Off of BellRing Part 2
|
Feb 10, 2022 |
|
Post Holding Spin-Off of BellRing Part 1
|
Feb 06, 2022 |
|
Exelon Spin-Off of Constellation Energy
|
Feb 01, 2022 |
|
Office Depot (ODP) Retail Spin-Off
|
Jan 29, 2022 |
|
BlueRock Residential Growth REIT Spin-Off
|
Jan 25, 2022 |
|
OceanPal OP Update
|
Jan 23, 2022 |
|
Vector Group (VGR) Spin-Off of Douglas Elliman Inc (DOUG)
|
Jan 21, 2022 |
|
Diana Shipping Spin-Off of OceanPal Inc.
|
Jan 20, 2022 |