Special Situation Investing

Out thoughts on the passing of Murray Stahl.

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...

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...

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...

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 f...

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 c...

  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...

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...

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...

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...

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 cre...

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 f...

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...

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 f...

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 f...

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. G...

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 f...

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. Ge...

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 f...

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 f...

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 co...

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 betwee...