Special Situation Investing

Two part series detailing the overarching steps in wealth creation and how a systematic approach can clarify your thinking. 

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

Remember you can support the show in the following ways:

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Diving a level deeper into the critical thinking process of Charlie Munger by exploring one of his favorite mental models. 

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

Today's show takes the form of an inquisitive essay versus an investment thesis. We will explore the nature of a social media banking debate and look for ways to improve the quality of our own thinking in the process. 

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 

Deep dive into the unusual board room dynamics at TPL and there impact on the companies stock.

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 

Updates from the quarterly call and our thoughts on NRP's valuation. 

A transcript of the episode 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

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Deep dive into Teck mining company's upcoming spin-off of its steel coal division.  

Mohnish Pabrai video link - https://www.youtube.com/watch?v=w0BJIfNSHYY

A transcript of the episode 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 

A humble attempt at outlining Charlie Munger's multi-disciplinary, mental model approach to elementary wisdom

A transcript of the episode 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 

Overview of the upcoming Madison Square Garden Spin-Off of MSG Sphere. While we don't plan to hold this investment ourselves our research into the company was insightful and may be worthy of consideration for investors with media company insight or expertise.

https://theathletic.com/podcast/246-shattered-hope-heartbreak-and-the-new-york-knicks/

A transcript of the episode 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 

Our initial dive into a hard-asset, asset-light (dare we say, coal?) royalty company with massive potential

A transcript of the episode 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 

Overview of Ammo Inc's upcoming Spin-Out of GunBroker.com and the potential double digit upside in the newly spun-out company. 

A transcript of the episode 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