Updates on where we've been and where we're going. Show transcript 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 or "boost" your favorite podcaster. Or contribute to the show di...

Show transcript 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 or "boost" your favorite podcaster. Or contribute to the show directly by visiting: https://buzzsprout.com/1...

Is bitcoin as good as gold? Show transcript 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 or "boost" your favorite podcaster. Or contribute to the show directly by visiting: htt...

A look on and under the surface. Show transcript 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 or "boost" your favorite podcaster. Or contribute to the show directly by v...

A small asymmetric bet. Show transcript can be found at: https://specialsituationinvesting.substack.comRemember 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 or "boost" your favorite podcaster. Or contribute to the show directly by visiting: https://...

Diversification and its impact on portfolio construction. Show transcript can be found at: https://specialsituationinvesting.substack.comRemember 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 or "boost" your favorite podcaster. Or contribute to the s...

Show transcript can be found at: https://specialsituationinvesting.substack.comRemember 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 or "boost" your favorite podcaster. Or contribute to the show directly by visiting: https://buzzsprout.com/1923146Once on...

Check out all of the great content at the ROI Club along with our recent interview on the show.https://substack.com/@theroiclubShow transcript can be found at: https://specialsituationinvesting.substack.comRemember 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...

Show transcript can be found at: https://specialsituationinvesting.substack.comRemember 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 or "boost" your favorite podcaster. Or contribute to the show directly by visiting: https://buzzsprout.com/1923146Once on...

Show transcript can be found at: https://specialsituationinvesting.substack.comRemember 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 or "boost" your favorite podcaster. Or contribute to the show directly by visiting: https://buzzsprout.com/1923146Once on...

Are datacenter growth projections hype or reality?Show transcript can be found at: https://specialsituationinvesting.substack.comRemember 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 or "boost" your favorite podcaster. Or contribute to the show directly ...

Show transcript can be found at: https://specialsituationinvesting.substack.comRemember 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 or "boost" your favorite podcaster. Or contribute to the show directly by visiting: https://buzzsprout.com/1923146Once on...

Add a new mental model to your investing toolkit.Show transcript can be found at: https://specialsituationinvesting.substack.comRemember 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 or "boost" your favorite podcaster. Or contribute to the show directly b...

Show transcript can be found at: https://specialsituationinvesting.substack.comRemember 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 or "boost" your favorite podcaster. Or contribute to the show directly by visiting: https://buzzsprout.com/1923146Once on...

Show transcript can be found at: https://specialsituationinvesting.substack.comRemember 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 or "boost" your favorite podcaster. Or contribute to the show directly by visiting: https://buzzsprout.com/1923146Once on...

A surface based royalty company in the heart of the Permian basin. Show transcript can be found at: https://specialsituationinvesting.substack.comRemember 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 or "boost" your favorite podcaster. Or contribute...

How credit ratings effect Garrett Motion (GTX) financials and stock valuations. Show transcript can be found at: https://specialsituationinvesting.substack.comRemember 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 or "boost" your favorite podcaster. ...