62 episodes

Short valuation summaries of current special situation investment opportunities.

Special Situation Investing Six Bravo

    • Business
    • 5.0 • 5 Ratings

Short valuation summaries of current special situation investment opportunities.

    Episode 62 Icahn Enterprises

    Episode 62 Icahn Enterprises

    A big-picture view of Icahn Enterprises (IEP) and why it could be an attractive play in the current market environment

    A transcript of the episode can be found at (https://specialsituationinvesting.substack.com).

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    • 13 min
    Liberty Media Spin-Out of Braves Holdings

    Liberty Media Spin-Out of Braves Holdings

    Overview of a multi faceted John Malone spin-out including Formula 1 racing, Live Nation, Sirius XM and the Atlanta Braves. 

    A transcript of the episode can be found at (https://specialsituationinvesting.substack.com).

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    • 12 min
    Warren Buffett's Ground Rules

    Warren Buffett's Ground Rules

    Review of Jeremy C. Miller's book, Warren Buffett's Ground Rules: Words of Wisdom from the Partnership Letters of the World's Greatest Investor.  
    A transcript of the episode can be found at (https://specialsituationinvesting.substack.com).

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    • 11 min
    Short Term Value Investing?

    Short Term Value Investing?

    Short term trades based on structural market inefficiencies can lead to long term returns. For an expert level review of this framework please watch Murray Stahl's video on Value Creation From Value Destruction: https://vimeo.com/216016883/10b948b174

    A transcript of the episode can be found at (https://specialsituationinvesting.substack.com).

    Remember you can support the show in the following ways:

    Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen to your favorite show and use our affiliate link to download the app: user7318803752755346-6a82e4d49e

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    • 19 min
    PHX Minerals Continues its Transformation (PHX)

    PHX Minerals Continues its Transformation (PHX)

    Updates from PHX Minerals' quarterly report and recent press release. 

    A transcript of the episode can be found at (https://specialsituationinvesting.substack.com).

    Remember you can support the show in the following ways:

    Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen to your favorite show and use our affiliate link to download the app: user7318803752755346-6a82e4d49e

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    • 9 min
    TotalEnergies Oil Sands Spin-Off

    TotalEnergies Oil Sands Spin-Off

    Overview of French energy company, TotalEnergies, Canadian oil sands segment spin-off. 

    A transcript of the episode can be found at (https://specialsituationinvesting.substack.com).

    Remember you can support the show in the following ways:

    Consider switching to Fountain for all of your podcast needs. Fountain sources its content from the podcast index and allows users to receive and stream bitcoin micro payments between fans and content creators. Get payed just to listen to your favorite show and use our affiliate link to download the app: user7318803752755346-6a82e4d49e

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    • 15 min

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