Sitemap - 2023 - Special Situation Investing

NRP's Call Option

The Soda Ash Business

Pulling Returns Forward With Options

Portfolio Update (NRP, MSB, PBT)

Tel-Aviv Stock Exchange (TASE)

Cannibal Monsters

Grayscale Bitcoin Trust (GBTC)

Wisdom from the Swiss Alps

Position Size

Beaver Coal Ltd (BVERS)

Pacific Coast Oil Trust (ROYTL)

Alliance Resource Partners - Why We Don't Own It (ARLP)

A Pirate's Guide to Stock Selection

OTC Markets Group - A Quality Compounder

CME Group (CME)

Portfolio Update (NRP & MSB)

Permian Basin Royalty Trust (PBT)

A Buyback Monster: Alpha Metallurgical Resources (AMR)

San Juan Basin Royalty Trust (SJT)

MDU Resources Group - The Sequel (MDU)

Wealth is the Control of Time

A Portfolio Update (MSB) & (TPL)

Cheniere Energy Partners (CQP)

Coal's resilient future (NRP)

High Arctic Energy Services (HGHAF)

BorgWarner spin-off of Phinia Inc

PrairieSky Royalty (PREKF)

Investors open mike 🎤

A tale of two pipelines

The century portfolio

The Cannibal Coal Company - CONSOL Energy (CEIX)

MV oil trust (MVO)

Diamond Standard Ltd

Clarkson PLC (CKNHF)

Shadowing David Einhorn

Bitcoin mining economics

Garrett Motion accelerates to the finish line (GTX)

Wealth creation system (part 2)

Wealth creation system (part 1)

Incentive superpower

Bank to basics

TPL's governance battle (TPL)

Another look at Natural Resource Partners (NRP)

Teck Resources spin-off of EVR (TECK)

Modeling Munger's Mind

Madison Square Garden spin-off of MSG Sphere Corp (MSGE)

A coal royalty company - Natural Resource Partners (NRP)

Ammo Inc spin-out of GunBroker.com

Six reasons to consider riding Carl Icahn's coattails (IEP)

Liberty Media spin-out

Warren Buffett's Ground Rules

Short-term value investing

PHX Minerals continues its transformation (PHX)