Special Situation Investing
Subscribe
Sign in
Home
Reading
Archive
About
New
Top
Discussion
Portfolio Update (TPL, NRP, PBT, GTX)
Reviewing the progress of a few top companies
Mar 23
•
Six Bravo
13:14
24
Share this post
Portfolio Update (TPL, NRP, PBT, GTX)
specialsituationinvesting.substack.com
Copy link
Facebook
Email
Note
Other
14
Armanino Foods
An average company with an above-average track record
Mar 9
•
Six Bravo
15:59
39
Share this post
Armanino Foods
specialsituationinvesting.substack.com
Copy link
Facebook
Email
Note
Other
7
Early-Stage Compounder: PrairieSky Royalty (PREKF)
Small near-term catalyst and huge long-term upside
Mar 2
•
Six Bravo
10:00
33
Share this post
Early-Stage Compounder: PrairieSky Royalty (PREKF)
specialsituationinvesting.substack.com
Copy link
Facebook
Email
Note
Other
19
February 2024
The St. Joe Company
When outstanding leadership meets an irreplaceable asset.
Feb 24
•
Six Bravo
16:02
34
Share this post
The St. Joe Company
specialsituationinvesting.substack.com
Copy link
Facebook
Email
Note
Other
9
Fly the Airplane
Investing advice for turbulent times and always
Feb 17
•
Six Bravo
9:48
20
Share this post
Fly the Airplane
specialsituationinvesting.substack.com
Copy link
Facebook
Email
Note
Other
4
Bitcoin Lending
How bitcoin's unique properties shape the lending industry
Feb 10
•
Six Bravo
14:22
14
Share this post
Bitcoin Lending
specialsituationinvesting.substack.com
Copy link
Facebook
Email
Note
Other
3
Uranium Royalty Corp (UROY)
Notes on a high-cost play on uranium
Feb 3
•
Six Bravo
12:51
14
Share this post
Uranium Royalty Corp (UROY)
specialsituationinvesting.substack.com
Copy link
Facebook
Email
Note
Other
1
January 2024
Focus & Investing
Where to spend your time for the best investment results
Jan 27
•
Six Bravo
18:15
40
Share this post
Focus & Investing
specialsituationinvesting.substack.com
Copy link
Facebook
Email
Note
Other
4
A “More Profitable” Miner: Fortitude Gold (FTCO)
Not your standard junior gold miner
Jan 20
•
Six Bravo
12:32
20
Share this post
A “More Profitable” Miner: Fortitude Gold (FTCO)
specialsituationinvesting.substack.com
Copy link
Facebook
Email
Note
Other
6
The Mathematics of Buybacks and Dividends
How corporate capital allocation decisions impact investor returns independent of operational performance
Jan 13
•
Six Bravo
12:17
37
Share this post
The Mathematics of Buybacks and Dividends
specialsituationinvesting.substack.com
Copy link
Facebook
Email
Note
Other
13
Concrete Compounder: Eagle Materials (EXP)
A "no-frills" business with pricing power
Jan 6
•
Six Bravo
12:25
42
Share this post
Concrete Compounder: Eagle Materials (EXP)
specialsituationinvesting.substack.com
Copy link
Facebook
Email
Note
Other
10
December 2023
NRP's Call Option
Today we tackle a listener's question regarding the Natural Resource Partner GP's call option on all outstanding common units
Dec 23, 2023
•
Six Bravo
16:23
18
Share this post
NRP's Call Option
specialsituationinvesting.substack.com
Copy link
Facebook
Email
Note
Other
18
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts