Special Situation Investing

Recently announced spin-off of Vista Outdoors Sporting Division presents an opportunity to purchase their ammunition business at a bargain price.  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:...

Overview of Sandstorm Gold Ltd, its upcoming purchase of Nomad Royalty, and its purchase of multiple BaseCore Metals royalties.  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/1...

In Intercontinental Exchange Part 2 we delve deeper into the business model that makes ICE a fantastic company to own for the long term.   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://buzzsp...

Overview of the recently announced Intercontinental Exchange Purchase of Black Knight 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...

Update to Garrett Motion Series A Preferred (GTXAP) in light of the companies Q1 2022 earnings call.  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 we...

Overview of Jack Mallers Bitcoin Miami "Bitcoin Point of Sale" announcement. For the full announcement check out the following link: https://www.youtube.com/watch?v=dD2-T7TX2rk 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 support the show directly by visiting: https://buzzsprout.com/192314...

Guest presenter reviews Fortress Transportation and Infrastructure LLC detailing the upcoming NASDAQ listing, restructure, and spin-off. 

Update to XPO Logistics Spin-Off after the companies announced Intermodal business sale. 

A brief discussions of call options and spin-off investing. 

Additional information on the asset life and advantages surrounding Mesabi Trust. 

Overview of Texas Pacific Land (TPL) a Permian Basin based oil and gas royalty company with no debt and massive growth potential. 

XPO logistics split up and sale of its Truck Brokerage, North American Intermodal/Drayage, and European Transportation Business. 

Discussion of Nassim Taleb's Bitcoin paper and does bitcoin have a use case?

Mesabi Trusts business model and legal dispute with Cleveland Cliffs.

Garrett Motion Series A Preferred. Garrett Motion, a 2018 spin-off from Honeywell that recently emerged from bankruptcy with lots of upside left in 2022.

AT&T Reverse Morris Trust Spin-Off of Warner Media into Discovery Inc to create the combined Warner Brothers Discovery. 

UPDATE to Post Holding Spin-Off of BellRing Brands following  the 14 Feb ex-dividend announcement. 

3Ms Spin-off & Sale of its Food Safety Business to Neogen.

Post Holding spin-off of BellRing part two where we discuss management teams and capital allocation. 

Part 1 of Post Holding spin-off of BellRing Brands. 

Quick valuation of unregulated Constellation Energy after today's spin-off from regulated transmission and distribution utility Exelon. 

Short valuation of Office Depot's upcoming retail division spin-off along with the remaining B2B company.  

Blackrock acquisition of BlueRock Residential Growth REIT and (BHOM) Spin-Off.

Update to OceanPal spin-off after company issues additional shares.

Today's summary and valuation cover the recent Vector Group spin-off of property management and real estate company Douglas Elliman Inc.