Special Situation Investing

A big-picture view of Icahn Enterprises (IEP) and why it could be an attractive play in the current market environment

A transcript of the episode can be found at (https://specialsituationinvesting.substack.com).

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Overview of a multi faceted John Malone spin-out including Formula 1 racing, Live Nation, Sirius XM and the Atlanta Braves. 

A transcript of the episode 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 favorite podcaster. 

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 donate any amount of bitcoin to show your support 

Review of Jeremy C. Miller's book, Warren Buffett's Ground Rules: Words of Wisdom from the Partnership Letters of the World's Greatest Investor.  

A transcript of the episode 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 to your favorite show and use our affiliate link to download the app: user7318803752755346-6a82e4d49e

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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 donate any amount of bitcoin to show your support 

Short term trades based on structural market inefficiencies can lead to long term returns. For an expert level review of this framework please watch Murray Stahl's video on Value Creation From Value Destruction: https://vimeo.com/216016883/10b948b174

A transcript of the episode 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 to your favorite show and use our affiliate link to download the app: user7318803752755346-6a82e4d49e

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 donate any amount of bitcoin to show your support 

Updates from PHX Minerals' quarterly report and recent press release. 

A transcript of the episode 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 to your favorite show and use our affiliate link to download the app: user7318803752755346-6a82e4d49e

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 donate any amount of bitcoin to show your support 

Overview of French energy company, TotalEnergies, Canadian oil sands segment spin-off. 

A transcript of the episode 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 to your favorite show and use our affiliate link to download the app: user7318803752755346-6a82e4d49e

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 donate any amount of bitcoin to show your support 

A growing small-cap, SaaS company providing solutions for the oil and gas midstream sector. 

A transcript of the episode 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 to your favorite show and use our affiliate link to download the app: user7318803752755346-6a82e4d49e

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 donate any amount of bitcoin to show your support 

Review of Richards J. Heuer's little known book The Psychology of Intelligence Analysis. In the book Heuer reviews several the limitations to human cognition that effect our decision making and proposes his Analysis of Competing Hypotheses (ACH) method to organize our thinking and conclusions. I found the book highly relevant to investment decision making especially as it relates to analyzing a businesses "moat" or competitive advantage. When combined with Ben Graham's Intelligent Investor framework for business valuation Mr Heuer's ACH framework can be a powerful tool for analysis of a businesses competitive advantage and other macro factors. Overall, I highly recommend the method and have already incorporated it into my tool kit.

A transcript of the episode 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 to your favorite show and use our affiliate link to download the app: user7318803752755346-6a82e4d49e

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 donate any amount of bitcoin to show your support 

With bitcoin down over 60% in dollar terms for the year we thought it might be helpful to look at eight separate lenses through which you can value the network. For further information on this topic I recommend the Bitcoin White Paper, The Denationalization of Money by Fredrich Hayek, the Essay on the Nature of Trade in General by Richard Cantillon, any of the papers or talks of Murray Stahl, and finally the Michael Saylor Series of interviews on the What is Money Podcast. 

A transcript of the episode 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 to your favorite show and use our affiliate link to download the app: user7318803752755346-6a82e4d49e

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 donate any amount of bitcoin to show your support

Discussion of some of the advantages available to small investors and how you can apply them to your own 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:

Consider switching to Fountain for all of your podcast listening. 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 to your favorite show and use our affiliate link to download the app: user7318803752755346-6a82e4d49e

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 donate any amount of bitcoin to show your support