Archive - Special Situation Investing

Scheduling Update

In the interest of maintaining the quality of our content, we’ve decided to scale back the frequency of our posts.

Apr 2 •

March 2025

Paying Attention to Insiders

Interesting insider purchases

Mar 8 •

8:57

February 2025

Bitcoin Vs Gold

Listen now | Is bitcoin as good as gold?

Feb 22 •

7:45

Shorting Texas Pacific Land (TPL)

A look on and under the surface

Feb 8 •

14:32

January 2025

Grayscale Ethereum Classic Trust (ETCG)

A Small Asymmetric Bet

Jan 21 •

7:29

Focus in the New Year

Diversification and its impact on portfolio construction.

Jan 11 •

5:36

December 2024

Portfolio Update (TPL, LB, NRP, MSB, GTX)

Reviewing the progress of a few top companies

Dec 28, 2024 •

16:54

Our Interview on The ROI Club

Who we are, what we think and how we invest

Dec 18, 2024 •

November 2024

"If a man knows not to which port he sails no wind is favorable" - Seneca

Nov 30, 2024

13:01

Camping Out in the Permian Basin

Data centers are coming and likely higher natural gas

Nov 16, 2024 •

10:07

Datacenters and Nuclear Power

Are datacenter growth projections hype or reality?

Nov 2, 2024

17:25

October 2024

Rabbit Holes of Curiosity #2

MDU Resource’s next spin-off. Why I didn’t buy PHX Minerals. Grow and don’t dilute.

Oct 19, 2024 •

12:31

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