Archive - Special Situation Investing

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

Reviewing the progress of a few top companies

Dec 28 •

16:54

Our Interview on The ROI Club

Who we are, what we think and how we invest

Dec 18 •

November 2024

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

Nov 30

13:01

Camping Out in the Permian Basin

Data centers are coming and likely higher natural gas

Nov 16 •

10:07

Datacenters and Nuclear Power

Are datacenter growth projections hype or reality?

Nov 2

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 •

12:31

Intellectual Capital Businesses

A new mental model for your investing toolkit.

Oct 5 •

11:53

September 2024

Portfolio Update (GTX, MSB, FRMO, TPL)

Reviewing the progress of a few top companies

Sep 21 •

12:38

Five Tools to Mitigate Investing Risk

Lessons learned from others and personal experience

Sep 7 •

14:29

August 2024

July 2024

Update: Keweenaw Land Association (KEWL)

Royalty acreage doubled and shares outstanding decreased

Jul 27 •

9:23

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts