Special Situation Investing

Three reasons the Trans Mountain Pipeline Expansion will be a tailwind for Canadian oil producers and how to play it. 

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

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Combining long term value investing with the barbell portfolio of Nassim Taleb for superior and risk controlled performance. 

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 low PE company poised for high returns through buybacks.

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

Remember you can support the show in the following ways:

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Valuation summary of soon to be liquidated MV Oil Trust. 

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

Remember you can support the show in the following ways:

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Diamonds, an emerging asset class. 

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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Clarkson PLC is an "all weather company" trading at a low multiple that's set to profit in the coming decade. 

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

Remember you can support the show in the following ways:

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In today's episode find out how a special situation is building in the small cap O&G sector.

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

Remember you can support the show in the following ways:

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Learn how the economics of bitcoin mining combined with bitcoins fixed supply schedule create a framework for investors to understand its price action. The website discussed in todays show can be found at the following link: https://en.macromicro.me/charts/29435/bitcoin-production-total-cost

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

Remember you can support the show in the following ways:

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An update covering announcements from the Garrett Motion as it raises 2023 guidance and fast-tracks its capital structure simplification post spin-off.

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 deep dive into the wealth creation system and how to identify your own greatest advantage. 

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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Once on the shows website you can scan the QR code displayed and donate any amount of bitcoin to show your support