About this podcast
Short valuation summaries of current special situation investment opportunities.
Episodes
The newest 20 of 152 episodes
- Portfolio Update · 35 min · Season 1 Episode 152Show transcript can be found at: https://specialsituationinvesting.substack.com Remember you can support the show in the following ways: Use this link to sign up for ROIC.AI…
- Athens Exchange Group (EXAE) · 18 min · Season 1 Episode 150Show transcript can be found at: https://specialsituationinvesting.substack.com Remember you can support the show in the following ways: Use this link to sign up for ROIC.AI…
- Urbana Corporation (URB.TO) · 7 min · Season 1 Episode 149Show transcript can be found at: https://specialsituationinvesting.substack.com Remember you can support the show in the following ways: Use this link to sign up for ROIC.AI…
- Ben Graham In his Own Words · 30 min · Season 1 Episode 148Show transcript can be found at: https://specialsituationinvesting.substack.com Remember you can support the show in the following ways: Use this link to sign up for ROIC.AI…
- Gambling.com Group (GAMB) · 11 min · Season 1 Episode 147Show 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…
- Options and Updates · 24 min · Season 1 Episode 146Updates on where we've been and where we're going. Show transcript can be found at: https://specialsituationinvesting.substack.com Remember you can support the show in the…
- Paying Attention to Insiders · 9 minShow 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…
- Bitcoin Vs Gold · 8 min · Season 1 Episode 144Is bitcoin as good as gold? Show transcript can be found at: https://specialsituationinvesting.substack.com Remember you can support the show in the following ways: Consider…
- Shorting Texas Pacific Land (TPL) · 15 min · Season 1 Episode 143A look on and under the surface. Show transcript can be found at: https://specialsituationinvesting.substack.com Remember you can support the show in the following ways: Consider…
- Grayscale Ethereum Classic Trust (ETCG) · 7 min · Season 1 Episode 142A small asymmetric bet. Show transcript can be found at: https://specialsituationinvesting.substack.com Remember you can support the show in the following ways: Consider…
- Focus in the New Year · 6 min · Season 1 Episode 141Diversification and its impact on portfolio construction. Show transcript can be found at: https://specialsituationinvesting.substack.com Remember you can support the show in the…
- Portfolio Update (TPL, LB, NRP, MSB, GTX) · 17 min · Episode 140Show 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…
- Our Interview on the ROI Club · 45 min · Season 1 Episode 139Check out all of the great content at the ROI Club along with our recent interview on the show. https://substack.com/@theroiclub Show transcript can be found at…
- Bakkt · 13 min · Season 1 Episode 138Show 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…
- Camping Out in the Permian Basin · 10 min · Season 1 Episode 137Show 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…
- Datacenters and Nuclear Power · 17 min · Season 1 Episode 136Are datacenter growth projections hype or reality? Show transcript can be found at: https://specialsituationinvesting.substack.com Remember you can support the show in the…
- Rabbit Holes of Curiosity #2 · 13 min · Season 1 Episode 135Show 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…
- Intellectual Capital Companies · 12 min · Season 1 Episode 134Add a new mental model to your investing toolkit. Show transcript can be found at: https://specialsituationinvesting.substack.com Remember you can support the show in the…
- Portfolio Update (GTX, MSB, FRMO, TPL) · 13 min · Season 1 Episode 133Show 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…
