Archive - Special Situation Investing

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

Benefits and Pitfalls of 13F Filings, Recent Examples, and Thoughts on NRP

We love Natural Resource Partners even though it showed up in a superinvestor’s portfolio

Aug 24 •

12:36

LandBridge Company (LB)

A surface-focused royalty company in the heart of the Permian basin.

Aug 10 •

17:27

July 2024

Update: Keweenaw Land Association (KEWL)

Royalty acreage doubled and shares outstanding decreased

Jul 27 •

9:23

Garrett Motion and Credit Ratings

How credit ratings effect GTX financials and stock valuation.

Jul 13 •

9:17

A Double Play of "Desert Island Stocks"

Meet a new Substack friend ...

Published on Stock Picker's Corner • Jul 12

June 2024

Rabbit Holes of Curiosity

Coal power, aggregates and a fast-talking New Yorker

Jun 29 •

13:44

Portfolio Update (NRP, TPL, PSK)

Reviewing the progress of a few top companies

Jun 15 •

16:19

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