Special Situation Investing

Overview of Sitio Royalties and its upcoming merger with Brigham Minerals. 

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 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

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 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 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 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

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.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 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

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 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

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: 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

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 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

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 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 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 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

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://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.