Our Interview on The ROI Club

Who we are, what we think and how we invest

Dec 18, 2024

Welcome to Episode 139 of Special Situation Investing.

We had a blast talking with Ben from

. We recommend all our subscribers take the time to check out his work. Use the link below to watch/listen to the interview.

Please enjoy.

A Deep Dive into Special Situation Investing with 6 Bravo.

Welcome back to The ROI Club…

10 days ago · 3 likes · The ROI Club and Six Bravo

We’ll send out our next piece in two Saturdays.

Content Worth Sharing

310 Value’s Newsletter

Data Centers in the Permian Basin Part 2 – It’s More Than Just Trapped Gas

In August of this year, I wrote the article Data Centers in the Permian Basin (https://310value.substack.com/p/data-centers-in-the-permian-basin). Subsequently, there have been some events that make the thesis that data centers will be in the Permian Basin more likely to come true. Additionally, other factors that would help push hyperscalers to locate…

17 days ago · 16 likes · 13 comments · 310 Value

Spotting cyclicality in markets isn't that hard. What makes things difficult are our expectations of the timeframes in which cyclicality will play out…

16 days ago · 44 likes · 7 comments · Ferg

15 days ago · 13 likes · 2 comments · Ferg

Bison Interests

OPEC Extends Cuts: Bison Market Update

OPEC recently extended its production cuts by three months to April 2025 and termed out the unwinding of the cuts to 2026, effectively removing 305 million barrels of cumulative production, or 0.84 million barrels per day (mbd), from the 2025 oil market…

14 days ago · 13 likes · 2 comments · Bison Energy Insights

Andvari’s Substack

Baltasar Gracián & Charlie Munger

I suspect most do not know of Baltasar Gracián. Charlie Munger, long-time friend of Warren Buffett, vice chairman of Berkshire Hathaway, and the the so-called book with legs, might have come across Gracián. However, I’ve not been able to find any reference to Gracián by Munger over the years. But still, I think it is likely Munger knew of him. If so, it…

a month ago · 18 likes · Douglas Ott

Undervalued and undercovered

Alico: Buy Land In Florida, Bet on Oranges: Alico’s Double Catalyst Play

Investment Report…

22 days ago · 10 likes · Hugo Navarro

Discussion about this post

It was a pleasure hosting you!

I learned a ton of great insights.

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