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Special Situation Investing
Six Bravo
Show • 145 episodes
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Short valuation summaries of current special situation investment opportunities.
Episodes
Activity
Paying Attention to Insiders
Mar 8 • 8m
Bitcoin Vs Gold
Feb 22 • 7m
Shorting Texas Pacific Land (TPL)
Feb 8 • 14m
Grayscale Ethereum Classic Trust (ETCG)
Jan 21 • 7m
Focus in the New Year
Jan 11 • 5m
Portfolio Update (TPL, LB, NRP, MSB, GTX)
Dec 28, 2024 • 16m
Our Interview on the ROI Club
Dec 27, 2024 • 45m
Bakkt
Nov 30, 2024 • 13m
Camping Out in the Permian Basin
Nov 16, 2024 • 10m
Datacenters and Nuclear Power
Nov 2, 2024 • 17m
Rabbit Holes of Curiosity #2
Oct 19, 2024 • 12m
Intellectual Capital Companies
Oct 5, 2024 • 11m
Portfolio Update (GTX, MSB, FRMO, TPL)
Sep 21, 2024 • 12m
Five Tools to Mitigate Investing Risk
Sep 7, 2024 • 14m
Benefits and Pitfalls of 13F Filings, Some Recent Examples, and Thoughts on NRP
Aug 24, 2024 • 12m
LandBridge (LB)
Aug 10, 2024 • 17m
Update: Keweenaw Land Association (KEWL)
Jul 27, 2024 • 9m
Garrett Motion (GTX) and Credit Ratings
Jul 13, 2024 • 9m
Rabbit Holes of Curiosity
Jun 29, 2024 • 13m
Portfolio Update (NRP, TPL, PSK)
Jun 15, 2024 • 16m
Benchmarking Your Returns
Jun 1, 2024 • 10m
Keweenaw Land Association (KEWL)
May 18, 2024 • 16m
Natural Resource Partners (NRP) and Coal
May 4, 2024 • 19m
FRMO: A Frictionless Flywheel
Apr 20, 2024 • 18m
Currency Exchange International (CXI CURN)
Apr 6, 2024 • 25m
Portfolio Update (TPL, NRP, PBT, GTX)
Mar 23, 2024 • 13m
Armanino Foods
Mar 9, 2024 • 15m
Early-Stage Compounder: PrairieSky Royalty (PREKF)
Mar 2, 2024 • 10m
The Saint Joe Company
Feb 24, 2024 • 16m
Fly The Airplane
Feb 17, 2024 • 9m
Bitcoin Lending
Feb 10, 2024 • 14m
Uranium Royalty Corp (UROY)
Feb 3, 2024 • 12m
Focus & Investing
Jan 27, 2024 • 18m
A “More Profitable” Miner: Fortitude Gold (FTCO)
Jan 20, 2024 • 12m
The Mathematics of Buybacks and Dividends
Jan 13, 2024 • 12m
Concrete Compounder: Eagle Materials (EXP)
Jan 6, 2024 • 12m
NRPs Call Option
Dec 23, 2023 • 16m
The Soda Ash Business
Dec 16, 2023 • 11m
Pulling Returns Forward With Options
Dec 9, 2023 • 13m
Portfolio Update (NRP, MSB, PBT)
Dec 2, 2023 • 11m
The Tel Aviv Stock Exchange (TASE)
Nov 25, 2023 • 12m
Cannibal Monsters
Nov 18, 2023 • 12m
Grayscale Bitcoin Trust (GBTC)
Nov 11, 2023 • 16m
Wisdom from the Swiss Alps
Nov 4, 2023 • 12m
Position Size
Oct 28, 2023 • 15m
Beaver Coal Ltd
Oct 21, 2023 • 15m
Pacific Coast Oil Trust (ROYTL)
Oct 14, 2023 • 14m
Alliance Resource Partners - Why We Don't Own It (ARLP)
Oct 7, 2023 • 16m
A Pirates Guide to Stock Selection
Sep 30, 2023 • 14m
OTC Markets Group - A Quality Compounder
Sep 23, 2023 • 14m
CME Group (CME)
Sep 16, 2023 • 16m
Portfolio Update (NRP & MSB)
Sep 9, 2023 • 9m
Permian Basin Royalty Trust (PBT)
Sep 2, 2023 • 14m
A Buyback Monster: Alpha Metallurgical Resources (AMR)
Aug 26, 2023 • 11m
San Juan Basin Royalty Trust (SJT)
Aug 19, 2023 • 15m
MDU Resources Group - The Sequel (MDU)
Aug 12, 2023 • 12m
A Portfolio Update (MSB) & (TPL)
Aug 5, 2023 • 9m
Cheniere Energy Partners (CQP)
Jul 29, 2023 • 14m
Coal's Resilient Future (NRP)
Jul 22, 2023 • 18m
High Arctic Energy Services (HGHAF)
Jul 15, 2023 • 14m
BorgWarner Spin-Off of Phinia Inc
Jul 8, 2023 • 9m
PrairieSky Royalty Ltd (PREKF)
Jul 1, 2023 • 16m
Investors Open Mike
Jun 24, 2023 • 35m
A Tale of Two Pipelines
Jun 17, 2023 • 11m
The Century Portfolio
Jun 10, 2023 • 11m
The cannibal coal company - CONSOL Energy (CEIX)
Jun 3, 2023 • 13m
MV Oil Trust
May 27, 2023 • 9m
Diamond Standard Ltd
May 20, 2023 • 13m
Clarkson PLC (CKNHF)
May 13, 2023 • 12m
Shadowing David Einhorn Subtitle
May 6, 2023 • 12m
Bitcoin Mining Economics
Apr 29, 2023 • 12m
Garrett Motion Accelerates to the Finish Line (GTX)
Apr 22, 2023 • 11m
Wealth Creation System Part 2
Apr 15, 2023 • 18m
Wealth Creation System Part 1
Apr 8, 2023 • 14m
Incentive Superpower
Apr 1, 2023 • 13m
Bank to Basics
Mar 25, 2023 • 10m
TPL's Governance Battle
Mar 18, 2023 • 17m
Another look at National Resource Partners (NRP)
Mar 11, 2023 • 12m
Teck Spin-Off of EVR
Mar 4, 2023 • 12m
Modeling Munger's Mind
Feb 25, 2023 • 12m
Madison Square Garden Spin-Off of MSG Sphere Corp
Feb 18, 2023 • 14m
A coal royalty company - Natural Resource Partners (NRP)
Feb 11, 2023 • 14m
Ammo Inc Spin-Out of GunBroker.com
Feb 4, 2023 • 10m
Episode 62 Icahn Enterprises
Jan 28, 2023 • 13m
Liberty Media Spin-Out of Braves Holdings
Jan 21, 2023 • 12m
Warren Buffett's Ground Rules
Jan 14, 2023 • 11m
Short Term Value Investing?
Jan 6, 2023 • 19m
PHX Minerals Continues its Transformation (PHX)
Jan 1, 2023 • 9m
TotalEnergies Oil Sands Spin-Off
Dec 22, 2022 • 15m
OneSoft Solutions Inc. (OSSIF)
Dec 16, 2022 • 16m
The Psychology of Intelligence Analysis Book Review
Dec 13, 2022 • 21m
8 Ways to Value Bitcoin
Dec 9, 2022 • 24m
Small Investor Advantages
Dec 3, 2022 • 9m
Sitio Royalties, Brigham Minerals Merger
Nov 29, 2022 • 11m
OTCM's EDGAR Online Acquisition
Nov 23, 2022 • 9m
Worthington Industries Spin-off
Nov 13, 2022 • 10m
Know When to Hold'em and Know When to Fold'em
Nov 6, 2022 • 9m
PHX Minerals
Oct 31, 2022 • 13m
Investing and Risk
Oct 24, 2022 • 9m
OTC Markets Group
Oct 16, 2022 • 13m
Portfolio Construction
Oct 10, 2022 • 11m
Chesapeake Granite Wash Trust
Oct 4, 2022 • 21m
Mesabi Trust Update 3
Sep 24, 2022 • 8m
(FI) Housing and Financial Independence
Sep 19, 2022 • 19m
Labrador Iron Ore Royalty Corporation
Sep 10, 2022 • 9m
Knife River Spin-Off
Sep 4, 2022 • 12m
Algoma Steel Group Inc.
Aug 30, 2022 • 11m
(FI) The Why Behind FI
Aug 20, 2022 • 10m
Vitesse Energy
Aug 14, 2022 • 11m
(FI) My Single Greatest Cost Saving Tactic
Aug 10, 2022 • 9m
Increased Rates, Higher Valuation?
Aug 5, 2022 • 9m
RXO Logistics - A Spin-Off is Named
Jul 26, 2022 • 6m
Office Depot's Dutch Tender Offer
Jul 22, 2022 • 6m
Update - Fortress Transportation and Infrastructure (FTAI)
Jul 19, 2022 • 6m
Oil Ain't Toast
Jul 12, 2022 • 11m
Texas Pacific Land Revisited
Jul 9, 2022 • 7m
Updates - Office Depot & Garrett Motion
Jun 26, 2022 • 7m
Fortune Brands Spin-Off
Jun 21, 2022 • 10m
Garrett Motion Amended S-1
Jun 13, 2022 • 8m
Vista Outdoors, Sporting Division Spin-Off
Jun 5, 2022 • 11m
Sandstorm Gold Ltd (SAND)
May 23, 2022 • 10m
Intercontinental Exchange Part 2
May 17, 2022 • 8m
Intercontinental Exchange Purchase of Black Knight Inc
May 9, 2022 • 19m
Garrett Motion Q1 Earnings Call
May 2, 2022 • 5m
Bitcoin Point of Sale Payments
Apr 23, 2022 • 10m
Fortress Transportation and Infrastructure LLC
Apr 18, 2022 • 13m
XPO Logistics Update
Apr 10, 2022 • 7m
Options and Spin-Offs
Apr 3, 2022 • 8m
Mesabi Trust Part 2
Mar 26, 2022 • 24m
Texas Pacific Land
Mar 21, 2022 • 31m
XPO Logistics
Mar 16, 2022 • 23m
Bitcoin
Mar 7, 2022 • 16m
Mesabi Trust
Mar 1, 2022 • 13m
Garrett Motion Series A Preferred
Feb 23, 2022 • 12m
AT&T Spin-Off of Warner Media
Feb 20, 2022 • 8m
UPDATE to Post Holding Spin-Off
Feb 16, 2022 • 11m
3Ms Spin-off & Sale of its Food Safety Business
Feb 13, 2022 • 9m
Post Holding Spin-Off of BellRing Part 2
Feb 10, 2022 • 10m
Post Holding Spin-Off of BellRing Part 1
Feb 6, 2022 • 15m
Exelon Spin-Off of Constellation Energy
Feb 1, 2022 • 13m
Office Depot (ODP) Retail Spin-Off
Jan 29, 2022 • 11m
BlueRock Residential Growth REIT Spin-Off
Jan 25, 2022 • 9m
OceanPal OP Update
Jan 23, 2022 • 5m
Vector Group (VGR) Spin-Off of Douglas Elliman Inc (DOUG)
Jan 21, 2022 • 9m
Diana Shipping Spin-Off of OceanPal Inc.
Jan 20, 2022 • 14m
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