Two dudes talking

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.

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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.

TPL's governance battle (TPL)

The cannibal coal company - CONSOL Energy (CEIX)

A tale of two pipelines

Clarkson PLC (CKNHF)

Shadowing David Einhorn

3. Have you viewed the Investing Library page where we compile our favorite tools, reads, websites and more?

Investing library

4. Must-listens from last week.