Special Situation Investing
Special Situation Investing
Investors open mike 🎤
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Investors open mike 🎤

We detour from the show's normal format to discuss books and people instrumental in shaping our investing philosophies

Welcome to Episode 83 of Special Situation Investing.

Today’s episode differs from our normal format in that its’ a conversation between the two cohosts. As such, there’s no written transcript. Please click on the button above to listen to the episode. Or listen wherever you get your podcasts. Enjoy!

As always, thank you for sharing your time with us and giving your support as we seek to bring value-rich investing content every week.


1. Check out more episodes from the show either mentioned in today’s episode or with related topics.

  • The century portfolio - Combining long-term, value investing with the barbell portfolio of Nassim Taleb for superior and risk-controlled performance

  • Wealth creation system (part 1) - The first of a two-part series detailing the overarching steps in wealth creation and how a systematic approach can clarify your thinking

  • Incentive superpower - Diving a level deeper into the critical thinking process of Charlie Munger by exploring one of his favorite mental models

  • Warren Buffett’s ground rules - Top 3 takeaways from Jeremy Miller's stellar book based on the Buffett Partnership Letters

  • Short-term value investing - Short-term trades based on structural market inefficiencies can lead to long-term returns

2. Or check out our top 5 episodes.

Special Situation Investing
TPL's governance battle (TPL)
Listen now (17 min) | Welcome to Special Situation Investing Episode 69. For reference, this episode was published on 18 March, 2023, a time which has proved volatile for most stocks to include, Texas Pacific Land, the subject of today’s episode. TPL’s recent decline struck us as worthy of another episode because we’ve been so bullish on the company in the past and because t…
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Special Situation Investing
The cannibal coal company - CONSOL Energy (CEIX)
Listen now (13 min) | Welcome to Episode 80 of Special Situation Investing. Today we’re going to take a second look at a situation introduced back in Episode 76 titled Shadowing David Einhorn. As a reaction to recent talks from Einhorn and changes in his portfolio, we wrote we believe he’s made a shift in his investment strategy; one worth paying attention to. Moving away fro…
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Special Situation Investing
A tale of two pipelines
Listen now (11 min) | Welcome to Episode 82 of Special Situation Investing. In what could now be considered old news, on June 3rd, the President of the United States signed legislation raising the country’s debt limit and, according to media and political pundits, averting national calamity…
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Clarkson PLC (CKNHF)
Listen now (13 min) | Welcome to Episode 77 of the show and thanks once again for listening. It’s no secret that my co-host and I are searching for businesses that do well under all economic conditions. You might describe such businesses as “all-weather” because they perform under a broad range of macro economic conditions. We’ve discussed several such business models in pre…
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Special Situation Investing
Shadowing David Einhorn
Listen now (13 min) | Welcome to Special Situation Investing Episode 76. It’ll come as no surprise that, like many of you, we closely follow the 13F filings of top investors. Seeing what some of the most respected names in the field own, have bought, and have sold, proves time and again an effective way to generate ideas for stocks and sectors to research deeper…
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3. Have you viewed the Investing Library page where we compile our favorite tools, reads, websites and more?

4. Must-listens from last week.

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Special Situation Investing
Special Situation Investing
Actionable value investment write-ups and insights