Episodes
Published 11/16/24
Are datacenter growth projections hype or reality?Show transcript can be found at: https://specialsituationinvesting.substack.comRemember 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. Or contribute to the show directly ...
Published 11/02/24
Published 11/02/24
Show transcript can be found at: https://specialsituationinvesting.substack.comRemember 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. Or contribute to the show directly by visiting: https://buzzsprout.com/1923146Once on...
Published 10/19/24
Add a new mental model to your investing toolkit.Show transcript can be found at: https://specialsituationinvesting.substack.comRemember 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. Or contribute to the show directly b...
Published 10/05/24
Show transcript can be found at: https://specialsituationinvesting.substack.comRemember 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. Or contribute to the show directly by visiting: https://buzzsprout.com/1923146Once on...
Published 09/21/24
Show transcript can be found at: https://specialsituationinvesting.substack.comRemember 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. Or contribute to the show directly by visiting: https://buzzsprout.com/1923146Once on...
Published 09/07/24
A surface based royalty company in the heart of the Permian basin. Show transcript can be found at: https://specialsituationinvesting.substack.comRemember 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. Or contribute...
Published 08/10/24
Published 07/27/24
How credit ratings effect Garrett Motion (GTX) financials and stock valuations. Show transcript can be found at: https://specialsituationinvesting.substack.comRemember 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. ...
Published 07/13/24
Published 06/29/24
Published 06/15/24
Why I benchmark my returns to the S&P 500.Show transcript can be found at: https://specialsituationinvesting.substack.comRemember 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. Or contribute to the show directly by v...
Published 06/01/24
Show transcript can be found at: https://specialsituationinvesting.substack.comRemember 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. Or contribute to the show directly by visiting: https://buzzsprout.com/1923146Once on...
Published 05/18/24
Considering the wisdom of a great investor on the impact of anti coal regulation and NRP.Show transcript can be found at: https://specialsituationinvesting.substack.comRemember 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...
Published 05/04/24
Published 04/20/24
A great small cap company at a good price.
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.
Or contribute to the show directly by...
Published 04/06/24
Published 03/23/24
An average company with an above-average track record.
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.
Or contribute to the show...
Published 03/09/24
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.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once...
Published 03/02/24
When outstanding leadership meets an irreplaceable asset.
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.
Or contribute to the show...
Published 02/24/24
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.
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...
Published 02/17/24
How bitcoins unique properties shape the lending industry.
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.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows...
Published 02/10/24
Notes on a high-cost play on uranium.
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.
Or contribute to the show directly by visiting: https://buzzsprout.com/1923146
Once on the shows website you can scan the QR...
Published 02/03/24
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