Special Situation Investing

Not your standard junior gold miner.

Show transcript can be found at: https://specialsituationinvesting.substack.com

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How corporate capital allocation decisions impact investor returns independent of the companies operational performance. 

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. 

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A "no-frills" business with pricing power.

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. 

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Tackling a listener question about NRP managements call option on all common unit holders. 

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. 

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Answering our questions about the industry.

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. 

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Can selling covered calls boost returns on workout investments?

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. 

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Reviewing the progress of a few top companies.

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. 

To sign up for Strike visit the following link : https://strike.me/en/

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A small exchange with lots of upside. 

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. 

To sign up for Strike visit the following link : https://strike.me/en/

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Mohnish Pabrai doubled down on coal buying more CONSOL Energy and Alpha Metallurgical Resources and initiating a position in Arch Resources.

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. 

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

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The double barreled effect of arbitrage and the bitcoin halving on GBTCs share price.

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. 

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.