Special Situation Investing
Six Bravo
Short valuation summaries of current special situation investment opportunities.
Episodes
FRMO: A Frictionless FlywheelApril 20, 2024
Currency Exchange International (CXI CURN) April 06, 2024
Portfolio Update (TPL, NRP, PBT, GTX)March 23, 2024
Armanino FoodsMarch 09, 2024
Early-Stage Compounder: PrairieSky Royalty (PREKF)March 02, 2024
The Saint Joe CompanyFebruary 24, 2024
Fly The AirplaneFebruary 17, 2024
Bitcoin LendingFebruary 10, 2024
Uranium Royalty Corp (UROY) February 03, 2024
Focus & Investing January 27, 2024
A “More Profitable” Miner: Fortitude Gold (FTCO)January 20, 2024
The Mathematics of Buybacks and DividendsJanuary 13, 2024
Concrete Compounder: Eagle Materials (EXP)January 06, 2024
NRPs Call OptionDecember 23, 2023
The Soda Ash BusinessDecember 16, 2023
Pulling Returns Forward With OptionsDecember 09, 2023
Portfolio Update (NRP, MSB, PBT)December 02, 2023
The Tel Aviv Stock Exchange (TASE)November 25, 2023
Cannibal MonstersNovember 18, 2023
Grayscale Bitcoin Trust (GBTC)November 11, 2023
Wisdom from the Swiss AlpsNovember 04, 2023
Position SizeOctober 28, 2023
Beaver Coal LtdOctober 21, 2023
Pacific Coast Oil Trust (ROYTL)October 14, 2023
Alliance Resource Partners - Why We Don't Own It (ARLP)October 07, 2023