All Episodes
Special Situation Investing — 151 episodes
Murray Stahl
Athens Exchange Group (EXAE)
Urbana Corporation (URB.TO)
Ben Graham In his Own Words
Gambling.com Group (GAMB)
Options and Updates
Paying Attention to Insiders
Bitcoin Vs Gold
Shorting Texas Pacific Land (TPL)
Grayscale Ethereum Classic Trust (ETCG)
Focus in the New Year
Portfolio Update (TPL, LB, NRP, MSB, GTX)
Our Interview on the ROI Club
Bakkt
Camping Out in the Permian Basin
Datacenters and Nuclear Power
Rabbit Holes of Curiosity #2
Intellectual Capital Companies
Portfolio Update (GTX, MSB, FRMO, TPL)
Five Tools to Mitigate Investing Risk
Benefits and Pitfalls of 13F Filings, Some Recent Examples, and Thoughts on NRP
LandBridge (LB)
Update: Keweenaw Land Association (KEWL)
Garrett Motion (GTX) and Credit Ratings
Rabbit Holes of Curiosity
Portfolio Update (NRP, TPL, PSK)
Benchmarking Your Returns
Keweenaw Land Association (KEWL)
Natural Resource Partners (NRP) and Coal
FRMO: A Frictionless Flywheel
Currency Exchange International (CXI CURN)
Portfolio Update (TPL, NRP, PBT, GTX)
Armanino Foods
Early-Stage Compounder: PrairieSky Royalty (PREKF)
The Saint Joe Company
Fly The Airplane
Bitcoin Lending
Uranium Royalty Corp (UROY)
Focus & Investing
A “More Profitable” Miner: Fortitude Gold (FTCO)
The Mathematics of Buybacks and Dividends
Concrete Compounder: Eagle Materials (EXP)
NRPs Call Option
The Soda Ash Business
Pulling Returns Forward With Options
Portfolio Update (NRP, MSB, PBT)
The Tel Aviv Stock Exchange (TASE)
Cannibal Monsters
Grayscale Bitcoin Trust (GBTC)
Wisdom from the Swiss Alps
Position Size
Beaver Coal Ltd
Pacific Coast Oil Trust (ROYTL)
Alliance Resource Partners - Why We Don't Own It (ARLP)
A Pirates 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)
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 Ltd (PREKF)
Investors Open Mike
A Tale of Two Pipelines
The Century Portfolio
The cannibal coal company - CONSOL Energy (CEIX)
MV Oil Trust
Diamond Standard Ltd
Clarkson PLC (CKNHF)
Shadowing David Einhorn Subtitle
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
Another look at National Resource Partners (NRP)
Teck Spin-Off of EVR
Modeling Munger's Mind
Madison Square Garden Spin-Off of MSG Sphere Corp
A coal royalty company - Natural Resource Partners (NRP)
Ammo Inc Spin-Out of GunBroker.com
Episode 62 Icahn Enterprises
Liberty Media Spin-Out of Braves Holdings
Warren Buffett's Ground Rules
Short Term Value Investing?
PHX Minerals Continues its Transformation (PHX)
TotalEnergies Oil Sands Spin-Off
OneSoft Solutions Inc. (OSSIF)
The Psychology of Intelligence Analysis Book Review
8 Ways to Value Bitcoin
Small Investor Advantages
Sitio Royalties, Brigham Minerals Merger
OTCM's EDGAR Online Acquisition
Worthington Industries Spin-off
Know When to Hold'em and Know When to Fold'em
PHX Minerals
Investing and Risk
OTC Markets Group
Portfolio Construction
Chesapeake Granite Wash Trust
Mesabi Trust Update 3
(FI) Housing and Financial Independence
Labrador Iron Ore Royalty Corporation
Knife River Spin-Off
Algoma Steel Group Inc.
(FI) The Why Behind FI
Vitesse Energy
(FI) My Single Greatest Cost Saving Tactic
Increased Rates, Higher Valuation?
RXO Logistics - A Spin-Off is Named
Office Depot's Dutch Tender Offer
Update - Fortress Transportation and Infrastructure (FTAI)
Oil Ain't Toast
Texas Pacific Land Revisited
Updates - Office Depot & Garrett Motion
Fortune Brands Spin-Off
Garrett Motion Amended S-1
Vista Outdoors, Sporting Division Spin-Off
Sandstorm Gold Ltd (SAND)
Intercontinental Exchange Part 2
Intercontinental Exchange Purchase of Black Knight Inc
Garrett Motion Q1 Earnings Call
Bitcoin Point of Sale Payments
Fortress Transportation and Infrastructure LLC
XPO Logistics Update
Options and Spin-Offs
Mesabi Trust Part 2
Texas Pacific Land
XPO Logistics
Bitcoin
Mesabi Trust
Garrett Motion Series A Preferred
AT&T Spin-Off of Warner Media
UPDATE to Post Holding Spin-Off
3Ms Spin-off & Sale of its Food Safety Business
Post Holding Spin-Off of BellRing Part 2
Post Holding Spin-Off of BellRing Part 1
Exelon Spin-Off of Constellation Energy
Office Depot (ODP) Retail Spin-Off
BlueRock Residential Growth REIT Spin-Off
OceanPal OP Update
Vector Group (VGR) Spin-Off of Douglas Elliman Inc (DOUG)
Diana Shipping Spin-Off of OceanPal Inc.