Special Situation Investing

Analysis of OTCMs superior moat, market position, and how the EDGAR Online acquisition fits into its strategy.  A transcript of the episode as well as the chart referenced can be found at (https://specialsituationinvesting.substack.com). Remember you can support the show in the following ways: To sign up for Strike visit the following link : https://strike.me/en/ To get $10 for you and $10 for me...

Overview of Worthington Industries history and plans to separate its consumer products and steel processing business via a tax free spin-off.   A transcript of the episode as well as the chart referenced can be found at (https://specialsituationinvesting.substack.com). Remember you can support the show in the following ways: To sign up for Strike visit the following link : https://strike.me/en/ To...

Today's show covers a hodgepodge of announcements, earnings reports, and corporate events that impacted some of our holdings last week. Key concepts are understanding which investments to hold for the long term and which to sell at a profit and how to determine your exit strategy.  A transcript of the episode as well as the chart referenced can be found at (https://specialsituationinvesting.s...

Summary of PHX Minerals history, valuation, and its transition to a pure play energy royalty.  A transcript of the episode as well as the chart referenced can be found at (https://specialsituationinvesting.substack.com). Remember you can support the show in the following ways: To sign up for Strike visit the following link : https://strike.me/en/ To get $10 for you and $10 for me at sign-up use re...

Broad overview of proper risk mitigation techniques and investment perspective. A transcript of the episode as well as the chart referenced can be found at (https://specialsituationinvesting.substack.com). Remember you can support the show in the following ways: To sign up for Strike visit the following link : https://strike.me/en/ To get $10 for you and $10 for me at sign-up use referral code: ZE...

OTC Markets Group business model breakdown.  A transcript of the episode as well as the chart referenced can be found at (https://specialsituationinvesting.substack.com). Remember you can support the show in the following ways: To sign up for Strike visit the following link : https://strike.me/en/ To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP Or contribute to the show dire...

In response to some listener feedback today we delve into the purpose of the podcast as well as the basics of portfolio construction.  A transcript of the episode as well as the chart referenced can be found at (https://specialsituationinvesting.substack.com). Remember you can support the show in the following ways: To sign up for Strike visit the following link : https://strike.me/en/ To get $10...

Overview of Chesapeake Granite Wash Trust a small thinly traded oil and gas royalty company trading near a P/E of 5 with a 25% dividend yield.  A transcript of the episode as well as the chart referenced can be found at (https://specialsituationinvesting.substack.com). Remember you can support the show in the following ways: To sign up for Strike visit the following link : https://strike.me/en/ To...

Another Mesabi Trust update further detailing the idling of the mine by its operator, Cleveland Cliffs along with its valuation going forward.   Remember you can support the show in the following ways: To sign up for Strike visit the following link : https://strike.me/en/ To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP Or contribute to the show directly by visiting: https://...

In today's (FI) episode we discuss the importance of building wealth through your housing rather than using as a tool for consumption. A transcript of the episode as well as the chart referenced can be found at (https://specialsituationinvesting.substack.com). Remember you can support the show in the following ways: To sign up for Strike visit the following link : https://strike.me/en/ To get...

Today's episode provides insight into, Labrador Iron Ore Royalty Corporation, and its low cost operator advantaged business structure.  Remember you can support the show in the following ways: To sign up for Strike visit the following link : https://strike.me/en/ To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP Or contribute to the show directly by visiting: https://buzz...

Overview of MDU Resources Group (MDU) planned spin-off of Knife River.  Remember you can support the show in the following ways: To sign up for Strike visit the following link : https://strike.me/en/ To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP Or contribute to the show directly by visiting: https://buzzsprout.com/1923146 Once on the shows website you can scan the QR code...

Summary of both the warrants and common stock valuation of Algoma Steel Group Inc.  Remember you can support the show in the following ways: To sign up for Strike visit the following link : https://strike.me/en/ To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP Or contribute to the show directly by visiting: https://buzzsprout.com/1923146 Once on the shows website you can scan...

Revisiting financial independence for the second time in our short series on that subject today we discuss the why behind FI. By detailing the reasons behind the pursuit of FI we hope to better frame how the tactics discussed in the series can benefit you. Again, this series will be limited and labeled separately so that listeners can easily determine which content benefits them the most.  Remembe...

Jefferies Financial Group spin-off of Vitesse Energy.  Remember you can support the show in the following ways: To sign up for Strike visit the following link : https://strike.me/en/ To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP Or contribute to the show directly by visiting: https://buzzsprout.com/1923146 Once on the shows website you can scan the QR code displayed and do...

Our first in a series of financial independence podcasts that will be cycled in with our standard investment writeups. Today's discussion touches on the importance of controlling costs along your financial independence journey.  Remember you can support the show in the following ways: To sign up for Strike visit the following link : https://strike.me/en/ To get $10 for you and $10 for me at s...

Why some businesses, with high fixed debt, can increase in value as interest rates rise rather than decrease.  Remember you can support the show in the following ways: To sign up for Strike visit the following link : https://strike.me/en/ To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP Or contribute to the show directly by visiting: https://buzzsprout.com/1923146 Once on the...

XPO Logistics names its next spin-off and we summarize the advantages imbedded in the brokerage business model.  Remember you can support the show in the following ways: To sign up for Strike visit the following link : https://strike.me/en/ To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP Or contribute to the show directly by visiting: https://buzzsprout.com/1923146 Once on t...

One more update in the Office Depot restructuring saga with a massive share repurchase and FY22 earnings guidance.  Remember you can support the show in the following ways: To sign up for Strike visit the following link : https://strike.me/en/ To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP Or contribute to the show directly by visiting: https://buzzsprout.com/1923146 Once o...

Final update on the Fortress Transportation and Infrastructure (FTAI) spin-out prior to its Thursday 18 July record date.  Remember you can support the show in the following ways: To sign up for Strike visit the following link : https://strike.me/en/ To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP Or contribute to the show directly by visiting: https://buzzsprout.com/1923146...

Macro look at global energy consumption as it pertains to oil and gas producers.  Remember you can support the show in the following ways: To sign up for Strike visit the following link : https://strike.me/en/ To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP Or contribute to the show directly by visiting: https://buzzsprout.com/1923146 Once on the shows website you can scan t...

Texas Pacific Land viewed through the lens of Monish Pabrai's growing-pie and "spawner" framework.  Remember you can support the show in the following ways: To sign up for Strike visit the following link : https://strike.me/en/ To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP Or contribute to the show directly by visiting: https://buzzsprout.com/1923146 Once on...

Summary of both Office Depot and Garrett Motion's spin-off and debt repayment press release.  Remember you can support the show in the following ways: To sign up for Strike visit the following link : https://strike.me/en/ To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP Or contribute to the show directly by visiting: https://buzzsprout.com/1923146 Once on the shows websi...

Summary of Fortune Brands Home & Security, cabinet business spin-off.  Remember you can support the show in the following ways: To sign up for Strike visit the following link : https://strike.me/en/ To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP Or contribute to the show directly by visiting: https://buzzsprout.com/1923146 Once on the shows website you can scan the QR c...

Break down of Garrett Motion's amended Form S-1 and implications of the institutional investor share registration.  Remember you can support the show in the following ways: To sign up for Strike visit the following link : https://strike.me/en/ To get $10 for you and $10 for me at sign-up use referral code: ZEYDWP Or contribute to the show directly by visiting: https://buzzsprout.com/1923146 O...