Special Situation Investing
Six Bravo
Short valuation summaries of current special situation investment opportunities.
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Episodes
Rabbit Holes of Curiosity
June 29, 2024
Portfolio Update (NRP, TPL, PSK)
June 15, 2024
Benchmarking Your Returns
June 01, 2024
Keweenaw Land Association (KEWL)
May 18, 2024
Natural Resource Partners (NRP) and Coal
May 04, 2024
FRMO: A Frictionless Flywheel
April 20, 2024
Currency Exchange International (CXI CURN)
April 06, 2024
Portfolio Update (TPL, NRP, PBT, GTX)
March 23, 2024
Armanino Foods
March 09, 2024
Early-Stage Compounder: PrairieSky Royalty (PREKF)
March 02, 2024
The Saint Joe Company
February 24, 2024
Fly The Airplane
February 17, 2024
Bitcoin Lending
February 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 Dividends
January 13, 2024
Concrete Compounder: Eagle Materials (EXP)
January 06, 2024
NRPs Call Option
December 23, 2023
The Soda Ash Business
December 16, 2023
Pulling Returns Forward With Options
December 09, 2023
Portfolio Update (NRP, MSB, PBT)
December 02, 2023
The Tel Aviv Stock Exchange (TASE)
November 25, 2023
Cannibal Monsters
November 18, 2023
Grayscale Bitcoin Trust (GBTC)
November 11, 2023
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