Special Situation Investing

Special Situation Investing

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Special Situation Investing episodes

  • Wisdom from the Swiss Alps

    Nine killer quotes from the little-know investor Anthony Deden

    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. 

    13 min
  • Position Size

    To diversify or not to diversify? That is the question.

    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. 

    16 min
  • Beaver Coal Ltd

    Beave Coal Ltd, an easily overlooked, dark, illiquid OTC company with a high dividend and capital-light business model.

    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. 

    16 min
  • Pacific Coast Oil Trust (ROYTL)

    Learn about a rare find in the bargain bin of the stock market in Pacific Coast Oil Trust (ROYTL).

    Link to Eriksen Capital Management: https://www.eriksencapitalmgmt.com/

    Link to Tim Eriksen's Twitter: https://twitter.com/eriksen_tim?lang=en

    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. 

    15 min
  • Alliance Resource Partners - Why We Don't Own It (ARLP)

    The choice between the business models of Alliance Resource Partners and Natural Resource Partners is a no-brainer. 

    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. 

    17 min
  • A Pirates Guide to Stock Selection

    Making high probability bets in an ocean of possibilities.

    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. 

    15 min
  • OTC Markets Group - A Quality Compounder

    Find out why OTCM has all the markings of a long-term winner. 

    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. 

    15 min
  • CME Group (CME)

    Learn how the advantaged business model offered by CME Group (CME) is like shooting fish in a barrel for investors. 

    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. 

    17 min
  • Portfolio Update (NRP & MSB)

    National Resource Partners continues to de-risk and Mesabi Trust's dividend could soon be reinstated. 

    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. 



    10 min
  • Permian Basin Royalty Trust (PBT)

    Find out how Permian Basin Royalty Trust is priming the pump for future profits.

    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. 

    15 min

About Special Situation Investing

From the publisher's feed

Short valuation summaries of current special situation investment opportunities.

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