Special Situation Investing

Another coal producer goes all in on share repurchases.

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

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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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One spin-off complete and another separation announced. 

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

Remember you can support the show in the following ways:

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A portfolio update and a reminder that money is made by sitting, not trading.

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

Remember you can support the show in the following ways:

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Buffett doubled down on a liquid natural gas terminal. Should you?

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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Find out how the macro tailwind in coal is poised to benefit NRP in the coming years.

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

Remember you can support the show in the following ways:

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Digging into the mispriced spin-off of a micro-cap oil and gas service company.

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

Remember you can support the show in the following ways:

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BorgWarner's Spin-Off of Phinia Inc and how it informs Garrett Motion investors exit strategy. 

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

Remember you can support the show in the following ways:

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The largest private landowner in Canada with massive upside optionality.

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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We detour from the show's normal format to discuss books and people instrumental in shaping our investing philosophies.


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.