Special Situation Investing

Special Situation Investing

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Special Situation Investing episodes

  • Grayscale Ethereum Classic Trust (ETCG)

    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 "boost" your favorite podcaster. 

    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. 

    8 min
  • Focus in the New Year

    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 creators. Get payed just to listen or "boost" your favorite podcaster. 

    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. 

    6 min
  • Portfolio Update (TPL, LB, NRP, MSB, GTX)

    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 favorite podcaster. 

    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. 

    17 min
  • Our Interview on the ROI Club

    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 receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen or "boost" your favorite podcaster. 

    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. 


    46 min
  • Bakkt

    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 favorite podcaster. 

    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. 

    14 min
  • Camping Out in 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 content creators. Get payed just to listen or "boost" your favorite podcaster. 

    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. 

    11 min
  • Datacenters and Nuclear Power

    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. Get payed just to listen or "boost" your favorite podcaster. 

    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. 

    18 min
  • Rabbit Holes of Curiosity #2

    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 favorite podcaster. 

    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. 

    13 min
  • Intellectual Capital Companies

    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. Get payed just to listen or "boost" your favorite podcaster. 

    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. 

    12 min
  • Portfolio Update (GTX, MSB, FRMO, TPL)

    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 favorite podcaster. 

    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. 

    13 min

About Special Situation Investing

From the publisher's feed

Short valuation summaries of current special situation investment opportunities.

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