Welcome back to The ROI Club!
I had the pleasure of catching up with two mavericks: Josh and James, the sharp minds behind
, a Substack that’s deep into special situation investing.In this episode, we explore:
The story behind 6 Bravo and its military-inspired name.
Identifying special situations.
Our shared admiration for Murray Stahl and the team at Horizon Kinetics.
Josh’s multi-bagger successes with early investments in Starbucks and Monster.
Why they prefer highly concentrated portfolios, continually doubling down on their best ideas.
Special situation opportunities in TPL and LB.
Josh and James think a lot like I do, which made this conversation both insightful and actionable. Be sure to check out their sub stack.
Stay ahead,
Benjamin
P.S. Love the episode? Share your thoughts or questions—I’d love to hear them!
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