Shows
The Intelligent Investing PodcastEric Schleien on Vistry Group: Mispriced Crown Jewel or Value Trap?In this solo episode of The Intelligent Investing Podcast, Eric Schleien breaks down the case for why Vistry Group (LSE: VTY) may be one of the most mispriced stocks in the UK market right now — or possibly a classic value trap.
After issuing three profit warnings in late 2024, Vistry’s stock tanked over 60%. But the actual issues were contained within a legacy division the company is actively winding down. Meanwhile, its Partnerships business — a capital-light, 40%+ ROCE cash machine — continues to execute and grow, backed by massive UK government tailwinds.
In this deep-dive, Eric Schleien discusses:
...
2025-04-0728 min
The Intelligent Investing Podcast#175: Eric Schleien’s Deep Dive on Vistry: Uncovering Value in the UK Housing MarketEpisode Description:
Welcome to another episode of the Intelligent Investing Podcast with your host, Eric Schleien. In this in-depth episode, we’re diving into the UK housing market with a comprehensive analysis of Vistry Group, one of the most undervalued opportunities in the sector today. Known for his detailed and thoughtful investment insights, Eric Schleien brings unparalleled depth to this discussion, making this episode a must-listen for sophisticated investors.
Key Takeaways:
The Vistry Transformation: A closer look at the company’s pivot to a partnerships-focused business model and why it’s a game-changer.
Challenges & Opport...
2025-01-0127 min
The Intelligent Investing Podcast#174: Triple Net Lease Investing Secrets with Ben KogutWelcome to another episode of the Intelligent Investing Podcast with your host, Eric Schleien. In this insightful episode, we have the pleasure of speaking with Ben Kogut from Rooster Equity. Ben is a seasoned commercial real estate investor who has raised over $110 million through syndications and has a wealth of knowledge to share about triple net lease investing.
Key Takeaways:
Ben Kogut's Journey: From starting in commercial real estate in 2005 to becoming a partner in a mid-sized syndication firm and eventually founding Rooster Equity.
Triple Net Lease Investing: Understanding the benefits and intricacies of triple net lease properties.
...
2024-05-2153 minThe Intelligent Investing Podcast#172: The New Model For Shareholder Activism; The BS Myth Around ”Soft Skills”; Measuring The Wrong StuffSummary
In this episode, I break down the current paradigm for shareholder activism, speak to the new model that I invented which is vastly superior both in results and reliability. We discuss the myth of "if it can't be measured, it doesn't exist", the myth around "soft skills", and how people often ask the wrong questions or measure the wrong stuff due to perverted influences by HR departments.
If you're interested in more discussion of the new model for shareholder activism I developed, see the following links below:
A New Model For Shareholder Activism (Podcast)
The...
2022-06-0244 min
The Eric Schleien Podcast#28: Unfolding A Noble Cause - John KingEpisode Description
Eric Schleien, the founder of Transformational Leadership Associates, invites John King, the founder of Tribal Leadership, to share about Unfolding A Noble Cause in his classroom. This is an inside look at one of the Tribal Leadership seminars.
About Eric Schleien
Over the past decade, Eric Schleien has trained thousands of individuals, including board members of public companies and several Fortune 500 CEOs. Eric specializes in organizational culture and has become a leading authority on corporate culture in the investment industry.
Eric Schleien has been investing for 15 years and has been using breakthrough coaching m...
2022-05-1405 minThe Eric Schleien Podcast#27: The Daily Inquiry with John King; Developer of Tribal Leadership
Eric Schleien, the founder of Transformational Leadership Associates, invites John King, the founder of Tribal Leadership, to share about the Daily Inquiry Practice in his classroom. This is an inside look at one of the Tribal Leadership seminars.
About Eric Schleien
Over the past decade, Eric Schleien has trained thousands of individuals, including board members of public companies and several Fortune 500 CEOs. Eric specializes in organizational culture and has become a leading authority on corporate culture in the investment industry.
Eric Schleien has been investing for 15 years and has been using breakthrough coaching me...
2022-05-0722 min
The Intelligent Investing Podcast#170: Westell; A Ben Graham Net-Net; Evan BlekerNEW PODCAST
Hey All! I’ve started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out The Eric Scheien Podcast which is an ontological podcast where I break down distinctions of human consciousness as an access to enhancing performance.
NET NET HUNTER
This episode is sponsored by Net Net Hunter. If you’re interested in finding high-quality stocks trading at fractions of liquidation value – this research service is for you. I personally use this service at my firm to help me research tiny and obscure net-net stocks all...
2022-01-1209 minThe Intelligent Investing Podcast#168: Discussing Uber‘s Business Model - Vitaliy KatsenelsonSummary
In this episode, I sit down with Vitaliy Katsenelson of IMA to discuss Uber's business model. We ended up chatting for about an hour and went pretty deep into the weeds around ride-sharing, Uber, and also what the future holds for the industry both in the United States and globally.
Show Links
Investor.fm
Contrarian Edge
The Six Commandments
Was Our Money Manager Kidnapped?
More About Vitaliy Katsenelson
Vitaliy N. Katsenelson, CFA, is CEO at Investment Management Associates in Denver, Colo. He is the author of Active Value Investing (Wiley, 2007) and the The Little Book of Si...
2021-12-071h 00The Eric Schleien Podcast#26: Distinguishing the Epistemological Domain from the Ontological Domain - Abram RiversEric Schleien, the founder of Transformational Leadership Associates, sits down with Abram Rivers to distinguish the epistemological domain from the ontological domain.
About Eric Schleien
Over the past decade, Eric Schleien has trained thousands of individuals, including board members of public companies and several Fortune 500 CEOs. Eric specializes in organizational culture and has become a leading authority on corporate culture in the investment industry.
Eric Schleien has been investing for 15 years and has been using breakthrough coaching methodologies for over a decade. Eric had the insight to combine proven coaching methodologies with shareholder activism techniques to...
2021-11-1154 minThe Eric Schleien Podcast#25: Why Going For What Truly Matters Never Comes Easy; Low Competition Games | Eric SchleienEric Schleien, the founder of Transformational Leadership Associates, discusses why if he had everything he ever wanted in life had to come easy, he would probably be homeless. Eric Schleien has started 5 companies, has written a book and has accomplished more shit by age 30 than most people do in a lifetime. Yet, everything Eric ever wanted the most in my life has always come with the universe putting up obstacles. And it’s like 'oh that’s interesting.' Like clockwork, every time. He sees it like God playing a riddle on him that he needs to solve to get...
2021-10-2312 minThe Intelligent Investing Podcast#167: Quick Idea; Update On LAACO ($LAACZ); Possible Catalyst | Eric SchleienIt's Eric Schleien with episode #167 of The Intelligent Investing Podcast. Today I discuss one of my current positions LAACO with a quick update.
Summary
I originally invested in LAACO when the stock was trading at roughly $2000/unit. The thesis was that you could buy the entire company at a significant discount to the private market value of the assets. You can read my original thesis, here. Recently, there has been news reports that the company may be in the process of selling their self-storage business which would be huge for shareholders. You can see a link to...
2021-10-1408 minThe Intelligent Investing Podcast#166: Eric Schleien Discussing BE Semiconductor Industries NV (BESIY) w/ Jason RiveraIt's Eric Schleien back atcha with Episode #166 of The Intelligent Investing Podcast. Today I bring on Jason Rivera to discuss BE Semiconductor Industries NV (BESIY).
Summary
Jason found the company when they were a $640 million dollar market cap company. Since then, the stock is up ~10x. Not a bad return! When Jason found them, they were a pick and shovel play in the semiconductor industry. The company builds testing kits. They also build plastic casings for the actual semiconductor pieces. They're a necessary business for the semiconductor industry. Jason believes you can expect that trend rapidly grow b...
2021-09-2914 minThe Intelligent Investing Podcast#165: Eric Schleien Discussing The Ultimate Sin Stock w/ Jason Rivera; Altria (MO)Join Eric Schleien as he discusses Altria Group Inc (NYSE: MO) with Jason Rivera from Value Investing Journey. Eric Schleien has been following Altria for many years and brought Jason on after he saw that he’s talked about it on his website. For those who don’t know, Altria is the maker of Marlboro cigarettes and is considered the ultimate sin stock. You can make the argument that the stock has often been cheap due to the fact it is a sin stock leading to high rates of returns over many decades.
About Eric Schleien
To lear...
2021-09-2707 minThe Intelligent Investing Podcast#164: An Undervalued Government Contractor Microcap Stock; WidePoint Corporation (WYY); Eric Schleien & Jason RiveraHi, it's Eric Schleien, and welcome back to another episode of The Intelligent Investing Podcast! In this episode, I had the pleasure of sitting down with the wonderful Jason Rivera who runs Value Investing Journey. I've always liked government contractors due to the sticky nature of their business, high margins, and lots of recurring revenue. I also love them when they are tiny and undiscovered and filling some interesting niche or segment of their market. A company that seems to possibly fit that bill is WidePoint Corporation (WYY).
What Is WidePoint Corporation?
WidePoint Corporation (WYY) is the...
2021-09-2408 minThe Intelligent Investing Podcast#163: Eric Schleien Hosts Finance Podcast WeekEric Schleien hosts the September Roundtable for Finance Podcast Week. Join Eric Schleien, host of the Intelligent Investing Podcast, with Andrew Sather and Jason Rivera for a jam packed hour long finance roundtable.
Eric Schleien Discusses Real Estate Stocks
In this episode, Eric Schleien sits down with Andrew Sather and Jason Rivera to discuss two real estate stocks.
Laaco Ltd (LAACZ), which owns the Los Angeles Athletic Club and has a Self-Storage Business.
Cedar Realty Trust (CDR), which owns grocery anchored retail outlets across the United States.
Eric Schleien believes that both of these are c...
2021-09-221h 03The Eric Schleien Podcast#24: Eric Schleien Discussing The Intersection Of Neurochemistry and Ontology With Mario Che And Lisa LamazziEric Schleien, founder of Transformational Leadership Associates, sits down with Mario Che Founder of GOATSWIN and Lisa Lamazzi, coach at GOATSWIN. They help people create massive results in areas where they have been suffering or where they want to take their life to the next level.
Mario personally used this methodology to create a 7-figure business, to become a world champion, and to create a luxury lifestyle where he lived between Miami and Europe.
Show Notes
[2:24] Eric Schleien discussing Mario Che's background in neurochemistry and ontology.
[3:48] Mario discussing the ontological component of his work.
[4:33] The limbic system
[4:54] The importa...
2021-09-0951 minThe Intelligent Investing Podcast#162: Discussing McCoy Global $MCBPrinciples Of Power
My book Principles Of Power: The Art & Wisdom of Badassery is now available on Amazon. I would be extremely grateful if you could pick up a copy and write an honest review. Would mean the world!
New Podcast
Hey All! I’ve started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out The Eric Scheien Podcast which is an ontological podcast where I break down distinctions of human consciousness as an access to enhancing performance. To learn more about Eric's work, check out his...
2021-08-0310 minThe Eric Schleien Podcast#22: Life Games & Misguided Feedback Loops (Live Podcast)
Transformational Leadership Associates: An Ontological Consulting Firm
This episode is sponsored by Transformational Leadership Associates (TLA). TLA is an ontological coaching firm that will help transform your culture of your organization within 2 days of training. Over the next 24 months, performance (whether it be profits or fundraising) go up on average of 3-5x. Of course I am biased since I run the damn thing, but give me a call and happy to see if I can help you and/or your organization.
Summary
This was a live podcast I recorded and published the same day regarding how wh...
2021-07-2615 min
The Eric Schleien Podcast#20: The Power of Pivoting: How to Embrace Change and Create a Life You Love - Monica OrtegaTransformational Leadership Associates: An Ontological Consulting Firm
This episode is sponsored by Transformational Leadership Associates (TLA). TLA is an ontological coaching firm that will help transform your culture of your organization within 2 days of training. Over the next 24 months, performance (whether it be profits or fundraising) go up on average of 3-5x. Of course I am biased since I run the damn thing, but give me a call and happy to see if I can help you and/or your organization.
Summary
Eric sits down with Monica Ortega, who is the author of the book The...
2021-07-0834 min
The Eric Schleien Podcast#19: The Experience of Being A Pornstar with Bree OlsonTransformational Leadership Associates: An Ontological Consulting Firm
This episode is sponsored by Transformational Leadership Associates (TLA). TLA is an ontological coaching firm that will help transform your culture of your organization within 2 days of training. Over the next 24 months, performance (whether it be profits or fundraising) go up on average of 3-5x. Of course I am biased since I run the damn thing, but give me a call and happy to see if I can help you and/or your organization.
Summary
In this episode which I co-host with Vicky Alexander, we spend some time sitting...
2021-07-0629 min
The Intelligent Investing Podcast#160: Discussing Dorian LPG trading below NAV - Braxton GannNew Podcast
Hey All! I’ve started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out The Eric Scheien Podcast which is an ontological podcast where I break down distinctions of human consciousness as an access to enhancing performance. To learn more about Eric's work, check out his ontological coaching firm, Transformational Leadership Associates.
Summary
In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Braxton Gann to discuss another shipping company, Dorian LPG (LPG). Braxton believes the business is cheap due to the...
2021-07-0611 min
The Intelligent Investing Podcast#159: Stealth Gas Trading Below NAV - Braxton GannNew Podcast
Hey All! I’ve started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out The Eric Scheien Podcast which is an ontological podcast where I break down distinctions of human consciousness as an access to enhancing performance. To learn more about Eric's work, check out his ontological coaching firm, Transformational Leadership Associates.
Summary
In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Braxton Gann to discuss Stealth Gas (GASS). Braxton believes the business is cheap due to the business trading at...
2021-07-0108 minThe Intelligent Investing Podcast#158: Discussing General Mills $GIS, Intel $INTC JM Smucker $SJM, Apple $AAPL - Jason RiveraNew Podcast
Hey All! I’ve started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out The Eric Scheien Podcast which is an ontological podcast where I break down distinctions of human consciousness as an access to enhancing performance.
Podbean
This podcast is sponsored by Podbean. Podbean is probably the easiest way to create your own podcast. We use Podbean to host the Intelligent Investing Podcast and my new podcast, The Eric Schleien Podcast. Download the free Podbean Podcast App, to start, record, and publish your very ow...
2021-06-2227 minThe Intelligent Investing Podcast#157: Martin Marietta $MLM - Andrew SatherNew Podcast
Hey All! I’ve started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out The Eric Scheien Podcast which is an ontological podcast where I break down distinctions of human consciousness as an access to enhancing performance.
Podbean
This podcast is sponsored by Podbean. Podbean is probably the easiest way to create your own podcast. We use Podbean to host the Intelligent Investing Podcast and my new podcast, The Eric Schleien Podcast. Download the free Podbean Podcast App, to start, record, and publish your very ow...
2021-06-1713 minThe Intelligent Investing Podcast#156: Analyzing Target Corporation $TGT - Andrew SatherNew Podcast
Hey All! I’ve started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out The Eric Scheien Podcast which is an ontological podcast where I break down distinctions of human consciousness as an access to enhancing performance.
Podbean
This podcast is sponsored by Podbean. Podbean is probably the easiest way to create your own podcast. We use Podbean to host the Intelligent Investing Podcast and my new podcast, The Eric Schleien Podcast. Download the free Podbean Podcast App, to start, record, and publish your very ow...
2021-06-1511 minThe Intelligent Investing Podcast#155: $WFC / $BAC / $JPM; Analyzing Bank Stocks & The Banking Industry - Andrew SatherNew Podcast
Hey All! I’ve started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out The Eric Scheien Podcast which is an ontological podcast where I break down distinctions of human consciousness as an access to enhancing performance.
Podbean
This podcast is sponsored by Podbean. Podbean is probably the easiest way to create your own podcast. We use Podbean to host the Intelligent Investing Podcast and my new podcast, The Eric Schleien Podcast. Download the free Podbean Podcast App, to start, record, and publish your very ow...
2021-06-1219 minThe Intelligent Investing Podcast#154: Pershing Square Tontine $PSTH - Andrew WalkerNew Podcast
Hey All! I’ve started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out The Eric Scheien Podcast which is an ontological podcast where I break down distinctions of human consciousness as an access to enhancing performance.
Podbean
This podcast is sponsored by Podbean. Podbean is probably the easiest way to create your own podcast. We use Podbean to host the Intelligent Investing Podcast and my new podcast, The Eric Schleien Podcast. Download the free Podbean Podcast App, to start, record, and publish your very ow...
2021-06-0834 minThe Intelligent Investing Podcast#153: Multi-bagger Potential in Solitron Devices $SODI; a recap of Entercom $ETM/$AUD and Northfield Precision $NFPC - Trey HenningerNEW PODCAST
Hey All! I’ve started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out The Eric Scheien Podcast which is an ontological podcast where I break down distinctions of human consciousness as an access to enhancing performance.
Podbean
This podcast is sponsored by Podbean. Podbean is probably the easiest way to create your own podcast. We use Podbean to host the Intelligent Investing Podcast and my new podcast, The Eric Schleien Podcast. Download the free Podbean Podcast App, to start, record, and publish your very ow...
2021-06-0321 minThe Intelligent Investing Podcast#152: The Discovery Communications $DISCA $DISCK / WarnerMedia $T MergerNew Podcast
Hey All! I've started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out The Eric Scheien Podcast which is an ontological podcast where I break down distinctions of human consciousness as an access to enhancing performance.
TIKR.com
This episode is brought to you by TIKR.com. This is a product I personally use for researching stocks at my firm. TIKR.com is focused on bringing institutional-quality investment research tools to individual investors. TIKR.com is powered by S&P Global CapitalIQ and has cove...
2021-05-2715 minThe Eric Schleien Podcast#18: An Ontological Approach To Transforming Mental HealthSummary
Eric Schleien narrates the introduction for his book, "Principles of Power: The Art & Wisdom of Badassery" as part of his podcast audio series.
About Principles Of Power
"Principles of Power can be related to as an advanced Coaching Handbook for Leaders. If you are a leader, an aspiring leader, a coach, consultant, or program facilitator, this book is designed for you. The material is delivered inside of a modern leadership context of service and contribution. Eric features many partnerships in Principles of Power. His inclusion of useful quotes from Warren Buffett, Charlie Munger, Werner Erhard, Nassim T...
2021-05-2605 minThe Intelligent Investing Podcast#151: Some Quick Thoughts On My Largest Position, Liberated Syndication (LSYN)This episode is also brought to you by TIKR.com. This is a product I personally use for researching stocks at my firm. TIKR.com is focused on bringing institutional-quality investment research tools to individual investors. TIKR.com is powered by S&P Global CapitalIQ and has coverage of 50k+ stocks globally with financials, estimates, valuation metrics, ownership, transcripts, news, filings, and more. Join TIKR.com's free beta today with tikr.com/intelligent
This episode sponsored by Net Net Hunter. If you're interested in finding high-quality stocks trading at fractions of liquidation value - this research service is for y...
2021-05-2606 minThe Intelligent Investing Podcast#149: Discussing some incredibly OBSCURE net-net stocks - Evan BlekerThis episode sponsored by Net Net Hunter. If you're interested in finding high-quality stocks trading at fractions of liquidation value - this research service is for you. I personally use this service at my firm to help me research tiny and obscure net-net stocks all around the world. Using Net Net Hunter comes out to way less money than hiring an analyst to do the exact same thing manually. It's a service I love and I am proud to be able to offer this service to my listeners. If this is something you're interested in, please click here.
T...
2021-05-2132 minThe Eric Schleien Podcast#17: Transforming The Human Learning Experience Through Virtual Reality; The Experience of Education Post COVID - Zach MedinaSummary
Today, Eric Schleien sits down with his guest, chief operations officer of Viral Ideas, Zach Medina. In this episode, they talk about the need to get into the 3D digital market, the skills and equipment required for VR and Augmented Reality, and the potential innovations to come out of them.
Zach also discusses how businesses and the academe should invest in computers and other technological advances. He believes that companies have to get with the times and plan for the future if they want to survive. Take online classes, for instance. They no longer have to...
2021-05-2140 min
The Intelligent Investing Podcast#148: Discussing Trupanion (TRUP)...again! - Reaction To Steel City Capital LetterThis episode is brought to you by TIKR.com. This is a product I personally use for researching stocks at my firm. TIKR.com is focused on bringing institutional-quality investment research tools to individual investors. TIKR.com is powered by S&P Global CapitalIQ and has coverage of 50k+ stocks globally with financials, estimates, valuation metrics, ownership, transcripts, news, filings, and more. Join TIKR.com's free beta today with tikr.com/intelligent
This episode is also sponsored by Net Net Hunter. If you're interested in finding high-quality stocks trading at fractions of liquidation value - this research service...
2021-05-1210 min
The Eric Schleien Podcast#16: Jimmy Fallon Discussing the Experience Of Hosting A Show - Paving The Way For A New RealityIn this episode, Eric Schleien & James Baxter sit down with Jimmy Fallon. This is a repurposed interview from when Jimmy Fallon started hosting his own talk show. This show was recorded at WRUB studio at The University at Buffalo while Jimmy Fallon was doing his college radio tour.
Show Notes
[1:11] It's a lot of pressure...I love Conan
[1:36] You're paving a new way for what a talk shows look like
[1:51] It's almost like Animal House up in our offices
[2:32] We have no budget here
[5:43] - It reminds me of...
2021-05-1210 minThe Intelligent Investing Podcast#147: Shaking Things Up At Firsthand Technology Value Fund; Should They Liquidate? - Don ChambersThis episode is brought to you by TIKR.com. This is a product I personally use for researching stocks at my firm. TIKR.com is focused on bringing institutional-quality investment research tools to individual investors. TIKR.com is powered by S&P Global CapitalIQ and has coverage of 50k+ stocks globally with financials, estimates, valuation metrics, ownership, transcripts, news, filings, and more. Join TIKR.com's free beta today with tikr.com/intelligent
This episode is also sponsored by Net Net Hunter. If you're interested in finding high-quality stocks trading at fractions of liquidation value - this research...
2021-05-0707 minThe Eric Schleien Podcast#15: Being Responsible For How Reality Occurs For Us - Principles Of PowerSummary
Eric Schleien narrates the introduction for his book, "Principles of Power: The Art & Wisdom of Badassery" as part of his podcast audio series.
About Principles Of Power
"Principles of Power can be related to as an advanced Coaching Handbook for Leaders. If you are a leader, an aspiring leader, a coach, consultant, or program facilitator, this book is designed for you. The material is delivered inside of a modern leadership context of service and contribution. Eric features many partnerships in Principles of Power. His inclusion of useful quotes from Warren Buffett, Charlie Munger, Werner Erhard, Nassim T...
2021-04-3002 minThe Eric Schleien Podcast#14: How To Effectively Deal With Bullshit In Life - Principles Of PowerSummary
Eric Schleien narrates the introduction for his book, "Principles of Power: The Art & Wisdom of Badassery" as part of his podcast audio series.
About Principles Of Power
"Principles of Power can be related to as an advanced Coaching Handbook for Leaders. If you are a leader, an aspiring leader, a coach, consultant, or program facilitator, this book is designed for you. The material is delivered inside of a modern leadership context of service and contribution. Eric features many partnerships in Principles of Power. His inclusion of useful quotes from Warren Buffett, Charlie Munger, Werner Erhard, Nassim T...
2021-04-2900 minThe Eric Schleien Podcast#13: Playing Big In Life - Principles Of PowerSummary
Eric Schleien narrates the introduction for his book, "Principles of Power: The Art & Wisdom of Badassery" as part of his podcast audio series.
About Principles Of Power
"Principles of Power can be related to as an advanced Coaching Handbook for Leaders. If you are a leader, an aspiring leader, a coach, consultant, or program facilitator, this book is designed for you. The material is delivered inside of a modern leadership context of service and contribution. Eric features many partnerships in Principles of Power. His inclusion of useful quotes from Warren Buffett, Charlie Munger, Werner Er...
2021-04-2801 min
The Intelligent Investing Podcast#145: My Favorite Stock Idea for 2021, Why I Don't Short Stocks, and More: Q&A w/ Eric SchleienJoin Eric Schleien in this Q&A format as he answers questions on short positions, investment strategies, destroying your own conclusions on business and investments, and so much more. When asked about the mistakes he's made with investments and what can be learned from them, Eric expounds on what he thinks is a rear-view mirror thinking and on how he managed to lose more money to areas of omission than commission.
Summary
While it's common for others to work on becoming large firms, Eric's unique gameplay is to stay boutique and manageable. For Eric, it's not necessarily rejec...
2021-04-2746 min
The Eric Schleien Podcast#12: Lara Hocheiser on Digital Human Interaction, The Pendulum of Social Movements, and Yoga vs Glorified StretchingSummary
In today's episode, Eric Schleien sits down with interview guest, writer, and registered yoga teacher Lara Hocheiser. They talk about the need for gender conversations, the concept of Sushumna Nadi, the relation between political identity and people’s reality, and Lara’s experience as a transformational coach.
In this episode, Lara also emphasizes inclusivity and how the privileged can and should support the marginalized by changing the system along with them. While being married to a trans woman, she saw with her own eyes how trans people often struggled through the years and how important it is f...
2021-04-261h 49The Intelligent Investing Podcast#145: Eric Schleien Answers Value Investing QuestionsJoin Eric Schleien in this Q&A format as he answers questions on short positions, investment strategies, destroying your own conclusions on business and investments, and so much more. When asked about the mistakes he's made with investments and what can be learned from them, Eric expounds on what he thinks is a rear-view mirror thinking and on how he managed to lose more money to areas of omission than commission.
Summary
While it's common for others to work on becoming large firms, Eric's unique gameplay is to stay boutique and manageable. For Eric, it's not necessarily r...
2021-04-2646 minThe Intelligent Investing Podcast#144:Value Investing In The Cannabis Industry, Trulieve, and Green Thumb Industries - Julian LinJoin Eric Schleien with today's interview guest, Julian Lin, as they discuss the different names in the country's cannabis industry and the stocks he entered and exited in light of the pandemic. For some of these companies, leaving the pandemic with so much debt and having to spend so much for redevelopment isn't going to be an excellent spot to have.
Summary
In this episode, Julian also talks about the presence of Canadian cannabis brands in American markets. Despite them being 'okay,' because they're the only names people can invest in when in America, the evaluations...
2021-04-1918 minThe Intelligent Investing Podcast#143: Game Stop, Robinhood and the Merrymen of Reddit - What actually happened?The GameStop short took many by surprise and brought the world of short selling into the mainstream. Join us for this in-depth panel moderated by Eric Schleien of the Intelligent Investing Podcast with Jake McClure of The Personal Wealth Coach Podcast and Rick Bloom from Rick Bloom Talks Money on the nuances of what actually happened, and how all the pieces fit together.
Eric Schleien's Book
Thank you for supporting the podcast. My new book, Principles of Power, is now on Amazon. I would be incredibly grateful and humbled for a purchase with an honest review.
...
2021-04-1555 minThe Intelligent Investing Podcast#142: Andrew Sather on Warren Buffett's Cash Cows, Hedging the US Dollar, Residential Real Estate, Griffon (GFF), and Electronic Arts (EA)Join Eric Schleien with his guest Andrew Sather as they talk about Warren Buffett's Cash Cows, Hedging the US Dollar, Residential Real Estate, Griffon, and Electronic Arts.
In this episode, Andrew also sheds light on stock buybacks and turning over rocks in order to unearth value even from beat-up ventures and potential investments. He emphasizes the strategy of having enough key players in a business or investment that's enough to stabilize everything.
Stay tuned to this discussion and find out what else Andrew has to say about the current financial industry.
About A...
2021-04-1229 min
The Eric Schleien Podcast#11: John King on Tribal Leadership, Zappos, and Merit Based HierarchiesSummary
In today's episode, Eric Schleien sits down with interview guest and organizational culture expert John King. They talk about the systems and culture in workplaces, the types of personalities and communities, and his experience of teaching leadership to a generation of exceptional young leaders in Central Eurasia.
In this episode, John highlights former Tony Hsieh's sociability and genius that contributed to the whole legacy of Zappos. In Tony's lifetime, he was recognized for the impact that the company made on the community and the tribe he cultivated within their work environment. As an expert, John prizes...
2021-04-051h 06The Eric Schleien Podcast#10: What Gets In The Way Of Connection; Principles Of Power: The Art & Wisdom Of Badassery by Eric SchleienSummary
Eric Schleien narrates the introduction for his book, "Principles of Power: The Art & Wisdom of Badassery" as part of his podcast audio series.
About Principles Of Power
"Principles of Power can be related to as an advanced Coaching Handbook for Leaders. If you are a leader, an aspiring leader, a coach, consultant, or program facilitator, this book is designed for you. The material is delivered inside of a modern leadership context of service and contribution. Eric features many partnerships in Principles of Power. His inclusion of useful quotes from Warren Buffett, Charlie Munger, Werner Er...
2021-04-0501 min
The Eric Schleien Podcast#009: Introduction, Principles Of Power: The Art & Wisdom Of Badassery by Eric SchleienSummary
Eric Schleien narrates the introduction for his book, "Principles of Power: The Art & Wisdom of Badassery" as part of his podcast audio series.
About Principles Of Power
"Principles of Power can be related to as an advanced Coaching Handbook for Leaders. If you are a leader, an aspiring leader, a coach, consultant, or program facilitator, this book is designed for you. The material is delivered inside of a modern leadership context of service and contribution. Eric features many partnerships in Principles of Power. His inclusion of useful quotes from Warren Buffett, Charlie Munger, Werner E...
2021-04-0112 minThe Intelligent Investing Podcast#141: Trey Henninger on Entercom, Northfield Precision, and a New SEC Rule Impacting Dark CompaniesJoin Eric Schleien with today's interview guest, Trey Henninger, as they talk about Entercom, Northfield Precision, and the new SEC rule that impacts dark companies and small businesses. By taking a close look at the outcomes and probabilities close to ETC and the merger made with CBS Radio, he explains what Entercom holds for the next 12-18 months and tells us the technicalities on why he thinks owning shares from the company can still end up positively.
Summary
In this episode, Trey will also be getting into all the old news, the expected, and the good with No...
2021-03-2521 minThe Eric Schleien Podcast#007: Eric Schleien & Kyra King Discussing Strategic TriadingJoin Eric Schleien with his guest Kyra King as they talk about building chained links with people and the essence of triading that has something similar to chess. To successfully initiate a triad, it is oftentimes more about what you should not do than what you need to do.
In this discussion, Kyra highlights the practice that gets one to reach an organic approach to triading, with Eric agreeing and complementing the idea with what we can learn from the saying, “play the game, then learn the rules.”
Make sure to tune in and catch more o...
2021-03-1109 minThe Intelligent Investing Podcast#139: Eric Schleien & Norma Belenky Discuss Finance Podcast WeekJoin Eric Schleien with his guest Norma Belenky, the Head of Events of Podbean, as they talk about the evolution of media, Podbean’s exciting podcast features, and most especially the upcoming Finance Podcast Week.
In this episode, Norma shares her story on getting into podcasting and the facet that sets apart a podcast. She also gives us a brief of the stimulating discussions, guests, and perks we can expect from Podbean’s event that every entrepreneur, investor, and alike will gain from.
Stay tuned to their talk to catch a glimps...
2021-02-2629 minThe Intelligent Investing Podcast#138: Thrift Shop ArbitrageJoin Eric Schleien with the founders of Alluring Oddities, as they share stories about their income-generating passion for thrift shopping and what it took to make this side-project grow and continue growing.
More than just a business, the founders treat their passion as a venture wherein they can cultivate experiences for their friends, loved ones, and Buffalo's whole community. Community over competition is a general outlook that they endorse.
Learn more from their experiences as you tune in further to what the founders have have to share.
About Alluring Oddities:
2021-02-1534 min
The Intelligent Investing Podcast#137: Eric Schleien & Rafael Resendes discuss how to value and measure the intrinsic value of Tesla (TSLA) and GameStop (GME)Join Eric Schleien & Rafael Resendes discuss how to value and measure the intrinsic value of Tesla (TSLA) and GameStop (GME).
Rafael Resendes is the portfolio manager & co-founder of Applied Finance Capital Management.
To watch this on YouTube (which for this one, I would recommend) - you can click, here.
Resources
For listeners interested in some of the research presented on the show today, you can sign up for the monthly newsletter, The Valuation Edge.
For listeners interested in actually modeling companies they can join the waiting list for the Intrinsic Value Tool.
Value Investing 2nd Edition, on Amazon.
Eric...
2021-02-1124 minThe Intelligent Investing Podcast#136: Eric Schleien & Julian Lin discussing selling GME put options and buying AMC put options/put spreads | Quick ThoughtsWelcome to the Intelligent Investing Quick Thoughts Series, where I just spend a few minutes on relevant topics, thoughts, or things in the news. Episodes are all under 10 minutes.
You can also watch the conversation on YouTube by clicking here.
Summary
In this episode, Eric Schleien discusses how to play GameStop (GME) from a value investing standpoint and what he is doing around selling Put Options.
Other episodes discussing GameStop (GME)
Eric Schleien discussing GME Puts
Eric Schleien discussing why he hates shorting stocks - GME
About Er...
2021-02-0508 minThe Intelligent Investing Podcast#135: Eric Schleien discussing selling GameStop (GME) Put OptionsWelcome to the Intelligent Investing Quick Thoughts Series, where I just spend a few minutes on relevant topics, thoughts, or things in the news. Episodes are all under 10 minutes.
Summary
In this episode, Eric Schleien discusses how to play GameStop (GME) from a value investing standpoint and what he is doing around selling Put Options.
About Eric Schleien
Over the past decade, Eric has trained thousands of individuals including board members of public companies as well as several Fortune 500 CEOs. Eric specializes in organizational culture and has become a leading authority on organizational culture in...
2021-02-0504 min
The Intelligent Investing Podcast#134: Eric Schleien Discussing Why He Hates Shorting Stocks, Thoughts on GameStop (GME)I discuss why I hate shorting stocks and discuss the recent example of GameStop (GME).
About Eric Schleien
Over the past decade, Eric has trained thousands of individuals including board members of public companies as well as several Fortune 500 CEOs. Eric specializes in organizational culture and has become a leading authority on organizational culture in the investment industry.
Eric has been investing for 15 years and has been using breakthrough coaching methodologies for over a decade. Eric had the insight to combine proven coaching methodologies with shareholder activism techniques to create an entirely new m...
2021-01-2601 minThe Intelligent Investing Podcast#133: Quick Thoughts | Overbid Special Situations; Collector's Universe (CLCT); Alaska Communications (ALSK); Think Childcare (TNK)Welcome to the Intelligent Investing Quick Thoughts Series, where I just spend a few minutes on relevant topics, thoughts, or things in the news. Episodes are all under 10 minutes.
In this episode, I discuss some success I've had with overbid opportunities where you buy a stock that is getting bought out at an absurdly cheap price with the hope for a higher bid and where your downside is low due to the low valuation already. With a low-interest-rate environment, I expect these opportunities to continue to run into 2021.
About Eric Schleien
Over the p...
2021-01-2504 minThe Intelligent Investing Podcast#132: Brian Balbirnie, Founder/CEO of Issuer DirectSummary
In this episode, I sit down with Brian Balbirnie who is the Founder & CEO of one of my favorite microcap companies, Issuer Direct.
For those interested, a few years ago, I sat down with Travis Wiedower where we discussed the company.
This episode is also available on YouTube.
About Eric Schleien
Over the past decade, Eric has trained thousands of individuals including board members of public companies as well as several Fortune 500 CEOs. Eric specializes in organizational culture and has become a leading authority on organizational culture in the investment industry.
2021-01-2141 minThe Intelligent Investing Podcast#131 - Jeremy Raper on his 2021 Investment Strategy, SNEX, BWMX, Peabody Bonds, and TikTok InvestorsSummary
In this episode, I bring Jeremy Raper of Raper Capital back on the show to discuss his 2021 Investment Playbook. We also do a recap of some of the investments from 2020.
You can also watch this episode on YouTube.
Show Notes
0:37 - Corona Update
1:34 - The easy money has been made, so now what?
2:46 - Market crises
4:51 - Short-term pain
5:59 - 2021 Investing Playbook
10:47 - Stonex Group (SNEX)
12:14 - Junior Canadian Copper Miners
14:27 - SPAC Warrant Arbitrage
15:57 - H...
2021-01-1453 minThe Intelligent Investing Podcast#130: Founder & CEO of Shift (SFT), George Arison on going public via SPAC, an Industry Outlook on the future of online car buyingSummary
In this episode of the Intelligent Investing Podcast, I sit down with the Founder & CEO of Shift (SFT) which went public recently via a SPAC.
Show Notes
1:29: Background On George Arison
3:50: Getting into the automotive space
4:39: The Auto Financing Market
10:16: Starting Shift
13:49: Company Growth
15:16: Disruption in Cars
16:20: The Traditional Dealer
16:26: Carvana vs Shift
18:49: Older cars are a huge part of the used car market
19:10: "How do you look at internal rate of returns?"
19:26: "it's a kind of a land grab situation"
20:31: "what the b...
2021-01-1240 minThe Intelligent Investing Podcast#128: Jason DeBonoSummary
Jason DeBono, corporate Vice President of NuView Trust Company. Jason shares the ins and outs of alternative investing and also offers current investors a deep dive into their world and share with them how they can use their current retirement plans and turn them into funds for alternative investments.
With over 15 years of experience in the self-directed IRA industry, and his role as Vice President of NuView Trust Company – Jason & his team are on a mission to empower people by providing them with valuable information on how to move away from ever-unpredictable wall street stocks and bo...
2020-12-1028 minThe Intelligent Investing Podcast#127: I wrote a book! | Principles of Power: The Art & Wisdom of BadasseryMy New Book
After 7 years in the making, my book Principles of Power has been released!
***THIS WEEK ONLY*** CYBER MONDAY SALE.... 90% off the Kindle Book...just 0.99 cents :)
Summary
"Principles of Power can be related to as an advanced Coaching Handbook for Leaders.
If you are a leader, an aspiring leader, a coach, consultant, or program facilitator, this book is designed for you. The material is delivered inside of a modern leadership context of service and contribution.
Eric features many partnerships in Principles of Power. His inclusion of useful quotes from Warren B...
2020-12-0112 minThe Intelligent Investing Podcast#126: Viktor Nebehaj - cofounder, FreeTrade.ioViktor is the co-founder of Freetrade, the main commission-free trading app, or neobroker, in the UK, soon launching in Europe. Viktor grew up in Eastern Europe and joined Google's early European team in 2005, where he spent seven years based in Dublin, Ireland. After a year-long gig in Hong Kong, where he headed up search engine optimization Asia-wide at an agency, he began his startup journey both as an operator and investor. When he moved to London, there were no commission-free neobrokers, so he joined forces with founder Adam Dodds to build Freetrade. As an investor, Viktor prefers investing in startups...
2020-11-3027 minThe Intelligent Investing Podcast#125: A New Model For Shareholder ActivismShow Links
The Proxy Activism Project
A New Model For Shareholder Activism (Blog)
A New Model For Shareholder Activism (YouTube)
A New Model For Shareholder Activism (Eric Schleien / John King)
Netflix, Sears, and Tribal Leadership (Eric Schleien / John King)
How To Keep Large Companies Innovative (Eric Schleien / Scott Forgey)
Eric Schleien discussing Tribal Leadership
Eric Schleien discussing Activist Investing
CBRE Case Study - Tribal Leadership
Comparing Transformational & Transactional Leadership (Eric Schleien)
Cultural Issues In The Hospital Industry (Eric Schleien)
Took 9 Years To Develop
ProxyActivism is a project that has taken 9 years to create over the course of thousands and...
2020-11-1857 minThe Intelligent Investing Podcast#120: Brian Langis - Discussing TikTok and Social Media
SUMMARY
In this episode, Eric Schleien and Brian Langis discuss TikTok, social media, Facebook, and more. This episode was recorded before Oracle announced an intention to buy TikTok. This was more of a free for all and great discussion as always with Brian. Hope you enjoy! You can also watch this episode on YouTube.
HELP OUT THE PODCAST
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2020-10-141h 05The Intelligent Investing Podcast#118: Braxton Gann; Containerships; Shipping; Distressed Mortgage NotesSubscribe
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Summary
After global merchandise trade dropped ~20% in the wake of the Covid-19 policy response, shares of shipping companies collapsed, underperforming even the airline ETF. The industry now trades cheaper than at any time on this side of the millennium - less than 25% of liquidation value for some companies. Braxton believes this is unwarranted. Even during the seasonally weakest month of year, tanker earnings are still covering operating costs. In spite of analyst downgrades and widespread panic, tanker c...
2020-08-2719 minThe Intelligent Investing Podcast#117: Mariusz SkoniecznyTo watch this episode on YouTube, click here.
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Summary
In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Mariusz Skonieczny. We discuss the shipping industry, COVID recovery stocks, value investing in general, Oroco Resources, and Mitcham Industries. We also discuss his new website, Microcap Explosions.
About Mariusz Skonieczny
Mariusz Skonieczny is the founder of Microcap Explosions and Classic Value Investors and the creator of Value Investing University. He is...
2020-08-2642 minThe Intelligent Investing Podcast#116: Robert Leonard
Summary
In this episode of the Intelligent Investing Podcast, I sit down with Robert Leonard who is the VP of Growth & Innovation at The Investor's Podcast Network. He is also the host of the Millennial Investing Podcast and the Real Estate Investing Podcast. To watch the video of this podcast on YouTube, click here.
Robert is a Certified Management Accountant (CMA) who graduated Cum Laude with a BSBA degree in Finance and Economics from the University of Massachusetts, where he also earned his MBA degree in Accounting and Finance. He is an accounting and finance professional with an immense p...
2020-08-211h 22The Intelligent Investing Podcast#115: Shana Sissel; CIO Spotlight Asset Group; Alternative Investments; Mrs. Illinois 2020; Financial Literacy For Women; Women In FinanceOVERVIEW
In this episode of The Intelligent Investing Podcast, Shana Sissel sits down with Eric Schleien to discuss the world of Alternative Investments. Shana is a seasoned investment professional with almost two decades of industry experience. She currently serves as the Chief Investment Officer at Spotlight Asset Group. She also serves as one of the most prominent public faces of the firm. Shana is a frequent contributor on Bloomberg, Fox Business Network, the TD Ameritrade Network, Yahoo Finance and CNBC and travels the globe as a sought-after investment conference speaker.
Mrs. Illinois International 2020
In November 2019 S...
2020-08-0857 minThe Intelligent Investing Podcast#114: Vince Annable; The Household Endowment ModelSummary
Most investment portfolios look the same, comprised of 60 percent stocks and 40 percent bonds, and each portfolio moves with the rollercoaster of the stock market.
Vince Annable, best-selling author of The Household Endowment Model is here to show an alternative investment method that doesn't leave you whiplashed.
Modeled after the Yale Endowment Model, The Household Endowment Model is a similarly diversified, non-correlated investment strategy for individuals and families, enabling them to make private, institutional-style investments with minimums in the $50-$100k range, rather than in the millions.
By putting your money into alternative investments such as private equity, venture capital, real estate...
2020-08-0632 minThe Intelligent Investing Podcast#111: XLMedia PLC; Malcolm Ingalsbe and Ladislao ZichyIn this episode, I sit down with Malcolm Ingalsbe and Ladislao Zichy Thyssen, co-author Quantrarian Research, a research blog covering microcap equities. We discuss a long position of theirs, XLMedia PLC
Summary
XLMedia PLC (LSE: XLM) is a leading digital publishing and affiliate marketing company that owns 2000+ informational websites across several high-growth verticals. The company generates sales primarily through revenue-sharing agreements; they publish editorials and other informational content (i.e. product reviews, rankings, ongoing deals, etc.) on their websites which drive visitors to their clients’ services.
History and Problems
XLMedia has expe...
2020-07-2716 minThe Intelligent Investing Podcast#110: IKONICS Corporation (IKNX); David FloodSubscribe
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Background
David found this stock by screening for the smallest listed companies in the United States. He doesn't bother screening on any value metrics, just lowest market cap company he can find. No mining, financials, crypto or cannabis.
Summary
Founded back in 1952. HQ in Duluth, MN. Make emulsions and films in printing. Make different types of glass and etching equipment. Sound deadening equipment. Chemicals and materials.
7m market cap. 1m sh...
2020-07-1609 minThe Intelligent Investing Podcast#109: Video Display Corp (VIDE) | David FloodSubscribe
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Video Display (VIDE)
The company does video simulation products and video displays. Simulations for military and aerospace. They’ll also do huge video display units that can be installed in huge rooms like NASA.
5.9m Market Cap
Lots of hair on this company. Lots of liabilities. Made 67,000 last year. And loss-making previous 3 years.
Why does David like it?
2 reasons:
Price chart hit support and volume dropped off. Accu...
2020-07-1414 minThe Intelligent Investing Podcast#108: Micron Solutions (MICR); David Flood
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Summary
https://www.otcmarkets.com/stock/MICR/overview
Micron (MICR) is a medical device company founded in 1978.
MICR has a heavy debt load and negative working capital. It is sat at an all-time low and has recently announced it is going to de-list. Upon the announcement, the share price got cut in half. >10% owner has been buying more.
http://www.openinsider.com/search?q=micr
Insiders own 26% of the common.
About David Flood
David runs the blog, E...
2020-07-1009 minThe Intelligent Investing Podcast#107: Calloway's Nursery (CLWY) | Jan SvendaOTC Stock Manual
If you’d like to purchase Jan Svenda’s Manual Of Stock (like an updated online Walker’s Manual)…click, here.
You can see samples to Jan’s manual, here.
Subscribe
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Summary
Calloway's Nursery was first discussed in Episode #22.
In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Jan Svenda to discuss Calloway's Nursery, Inc. (CLWY).
This may possibly be the least obscure stock that Jan has ever discuss...
2020-06-2508 minThe Intelligent Investing Podcast#106: Jeremy Raper; Endor AG
For the full video interview on YouTube, click here.
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Overview
Endor AG is a Munich-listed holding company whose sole asset is Fanatec, the premium provider of racing wheels and other accessories for sim racing games played on consoles and PCs
Despite being a German-listed small-cap, the company has ~80% market share in the premium wheel/accessories segment and has essentially locked up exclusive branding rights for all the major OEMs and racing organizations (F1/Nascar/WRC) to...
2020-06-2236 minThe Intelligent Investing Podcast#105: Pinelawn Cemetery (PLWN); An OTC Dark Stock; Jan SvendaOTC Stock Manual
If you’d like to purchase Jan Svenda’s Manual Of Stock (like an updated online Walker’s Manual)…click, here.
You can see samples to Jan’s manual, here.
Other Episodes Featuring Jan Svenda
Altair
Vulcan International
Millennium Investment & Acquisition Company
Conair Corp
Mills Music Trust
OTC Investing Primer
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IF YOU’D LIKE TO WATCH THE INTELLIGENT INVESTING PODCAST ON YOUTUBE, CLICK HERE.
Summary
In this episode of The Intelligent Investing...
2020-05-2809 minThe Intelligent Investing Podcast#104: Jason Osborne; Credit Adjustments Inc, CEO; The Auto Loan Bubble; Being Agile During COVID-19SubscribeIf you like The Intelligent Investing Podcast, please consider subscribing on:
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SummaryIn this episode, Eric sits down with Jason Osborne who is the CEO of Credit Adjustments, Inc. We discuss everything from what Jason sees as a bubble in the auto loan market to being agile as a company during COVID-19. Jason has been with his family business for over 20 years. He holds a BS in economics and mathematics from Hillsdale College.
Resources From The Show
Punished By Rewards by...
2020-05-2149 minThe Intelligent Investing Podcast#103: Altair (ATCD); Obscure Dark Company; Jan Svenda
OTC Stock Manual
If you’d like to purchase Jan Svenda’s Manual Of Stock (like an updated online Walker’s Manual)…click, here.
You can see samples to Jan’s manual, here.
Subscribe
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IF YOU’D LIKE TO WATCH THE INTELLIGENT INVESTING PODCAST ON YOUTUBE, CLICK HERE.
Summary
In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Jan Svenda to discuss Altair (ATCD), a dark OTC stock.
Articles
Altair Corp Update (Se...
2020-05-2112 minThe Intelligent Investing Podcast#102: David Flood; TSR Inc (TSRI)Subscribe
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Summary
In this episode of The Intelligent Investing Podcast, I sit down with David J Flood to discuss TSR, Inc (TSRI).
About David Flood
David runs the blog, Elementary Value, and is a private value investor based in the UK. His investing approach is grounded in the fundamental precepts of value investing based upon Ben Graham’s core concepts of ‘Intrinsic Value’ and ‘Margin of Safety’. His investment strategy involves looking at both...
2020-05-1207 minThe Intelligent Investing Podcast#101: Zach Schleien | Capital Allocation In Marketing | Quarantine Dating | Filter OffSubscribe
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Summary
In this episode, Eric Schleien interviews Zach Schleien, the founder of Filter Off which was recently featured in The New York Times.
You can read other articles about Filter Off below:
Lockdown Love
Does Dating During Quarantine Seem Impossible?
Quarantine Dating
Coronavirus Sees High Spike In Dating Apps
Virtual Dating Is The New Normal
Zach Schleien built his first company going into senior year of college called BeginU, a pl...
2020-05-1141 minThe Intelligent Investing Podcast#100: Coronavirus Investing Series, Part 12; Land Arbitrage; Jack BoschSubscribe
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If you'd like to watch this episode on YouTube, click here.
Coronavirus Investing Series: Part 12
This is Part 12 of a special Coronavirus Investing Series. If you have not listened to Part 1, please click here to get the overall context/market overview during this unprecedented time.
You can also listen to:
Part 2
Part 3
Part 4
Part 5
Part 6
Part 7
Part 8
Part 9
Part 10
Part 11
Summary
In this episode of The Intelligent Investing Podcast, Eric Sc...
2020-05-0831 minThe Intelligent Investing Podcast#99: Vulcan International (VULC); A Dark Company Liquidation Play; Jan SvendaOTC Stock Manual
If you'd like to purchase Jan Svenda's Manual Of Stock (like an updated online Walker's Manual)...click, here.
You can see samples to Jan's manual, here.
Subscribe
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IF YOU’D LIKE TO WATCH THE INTELLIGENT INVESTING PODCAST ON YOUTUBE, CLICK HERE.
Summary
In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Jan Svenda to discuss Vulcan International (VULC), a dark OTC stock that has an extremely nefarious and secretive history. Th...
2020-05-0614 minThe Intelligent Investing Podcast#98: Microwave Filter Co; David Flood
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IF YOU’D LIKE TO WATCH THE INTELLIGENT INVESTING PODCAST ON YOUTUBE, CLICK HERE.
Summary
In this episode of The Intelligent Investing Podcast, I sit down with David J Flood to discuss Microwave Filter Co (MFCO).
You can read more about the company on David's Blog, here.
About David Flood
David runs the blog, Elementary Value, and is a private value investor based in the UK. His investing approach is grounded in the f...
2020-05-0514 minThe Intelligent Investing Podcast#97: David Flood; Koss Corporation (KOSS)IF YOU’D LIKE TO WATCH THE INTELLIGENT INVESTING PODCAST ON YOUTUBE, CLICK HERE.
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Summary
In this episode of The Intelligent Investing Podcast, I sit down with David J Flood to discuss Koss Corporation (KOSS).
The company is tiny, illiquid, and has been around for decades. Koss also has high insider ownership. As some of you may know, a lot of what David buys revolves around buying stocks when they are selling below book value...
2020-04-3017 minThe Intelligent Investing Podcast#96: Winston JusticeIf You’d Like To Watch The Intelligent Investing Podcast On YouTube, Click Here.
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Summary
In this episode of the Intelligent Investing Podcast, Eric Schleien sits down with Winston Justice, former OT for the Philadelphia Eagles and founder of Elixr Coffee Roasters.
By the time Winston graduated, Justice was widely considered one of the best tackles ever to come out of USC, blocking for two future Heisman Trophy winners, Matt Leinart and Reggie Bush...
2020-04-2842 minThe Intelligent Investing Podcast#95: Dr. Charles Schleien | COVID-19 | Healthcare EconomicsFor Dr. Charles Schleien's Op-Ed in the New York Times on his experience with COVID-19, click here.
If You’d Like To Watch This Episode On YouTube, Click Here.
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Summary
In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with his father, Dr. Charles Schleien to discuss everything from COVID-19 to healthcare economics. We take questions from finance professionals on Twitter as well.
Resources
Dr. Charles Schleien - New York Ti...
2020-04-2743 minThe Intelligent Investing Podcast#94: Coronavirus Investing Series, Part 11 | Alex Portelli | The Economics of Facemasks & COVID-19 TestsIf you'd like to watch this episode on YouTube, click here.
Subscribe
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Coronavirus Investing Series: Part 11
This is Part 11 of a special Coronavirus Investing Series. If you have not listened to Part 1, please click here to get the overall context/market overview during this unprecedented time.
You can also listen to:
Part 2
Part 3
Part 4
Part 5
Part 6
Part 7
Part 8
Part 9
Part 10
Summary
In this episode, Eric Schleien and Alex Portelli discuss the...
2020-04-2447 minThe Intelligent Investing Podcast#93: Coronavirus Investing Series, Part 10 | Brian DressSubscribe
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Coronavirus Investing Series: Part 10
This is Part 10 of a special Coronavirus Investing Series. If you have not listened to Part 1, please click here to get the overall context/market overview during this unprecedented time.
You can also listen to:
Part 2
Part 3
Part 4
Part 5
Part 6
Part 7
Part 8
Part 9
Summary
Eric Schleien and Brian Dress discuss investment opportunities in the bond market. Brian Dress is an investment analyst at Left Brain Capi...
2020-04-2228 minThe Intelligent Investing Podcast#92: Don Chambers; The Proxy Battle at Firsthand Tech Value FundFor a review of this situation, please see: https://savefirsthandtechnology.com/
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Overview
In this episode of The Intelligent Investing Podcast, I had the pleasure of chatting with Don Chambers who is an activist currently involved with shaking things up at Firsthand Technology Value Fund (SVVC)
To see Don's presentation on SVVC or to get in touch with questions if you are a shareholder of SVVC or want to learn more information, pl...
2020-04-1530 minThe Intelligent Investing Podcast#91: Coronavirus Investing Series, Part 9 | Shelly LombardThis is Part 9 of a special Coronavirus Investing Series. If you have not listened to Part 1, please click here to get the overall context/market overview during this unprecedented time.
You can also listen to:
Part 2
Part 3
Part 4
Part 5
Part 6
Part 7
Part 8
Overview
In this episode, I interview Shelly Lombard who spent over 30 years on Wall Street. Shelly started her career with financing leveraged buyouts at Citibank and then spent the rest of her career either at a hedge fund investing in high yield and distressed companies or at a research boutique covering those companies.
...
2020-04-0951 minThe Intelligent Investing Podcast#89: Coronavirus Investing Series, Part 7 | Jeremy Raper | GAN plcThis is Part 7 of a special Coronavirus Investing Series. If you have not listened to Part 1, please click here to get the overall context/market overview during this unprecedented time.
You can also listen to:
Part 2
Part 3
Part 4
Part 5
Part 6
You can also listen to a previous episode where we discuss GAN, here.
You can also listen to our YouTube clip about GAN, here.
Overview
In this episode of The Intelligent Investing Podcast, Eric Schleien and Jeremy Raper discuss GAN plc. GAN is a leading developer and supplier of onli...
2020-03-3024 minThe Intelligent Investing Podcast#86: Coronavirus Investing Series, Part 5 | Jeremy Raper | Merger ArbThis is Part 5 of a special Coronavirus Investing Series. If you have not listened to Part 1, please click here to get the overall context/market overview during this unprecedented time.
You can also listen to:
Part 2
Part 3
Part 4
OVERVIEW
In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Jeremy Raper to discuss some merger arbitrage and special situation investment opportunities in this coronavirus market environment.
Staying In Touch With Eric Schleien
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GSCM
Staying In Touch With Jeremy Raper
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2020-03-2314 minThe Intelligent Investing Podcast#84: Coronavirus Investing Series, Part 3 | Jeremy Raper | Qantas AirwaysThis is Part 3 of a special Coronavirus Investing Series. If you have not listened to Part 1, please click here to get the overall context/market overview during this unprecedented time.
Part 2 of the series, can be found here.
OVERVIEW
In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Jeremy Raper to discuss Qantas Airways, an airliner who has seen it's stock plunge during this coronavirus pandemic. Qantas is part of the Australian air travel market which Jeremy believes to have superior dynamics to most parts of the world. Jeremy beli...
2020-03-2014 minThe Intelligent Investing Podcast#83: Coronavirus Investing Series, Part 2 | Jeremy Raper | AerCap (AER)This is Part 2 of a special Coronavirus Investing Series. If you have not listened to Part 1, please click here to get the overall context/market overview during this unprecedented time.
Overview
In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Jeremy Raper to discuss AerCap (AER), a bombed-out stock during this coronavirus pandemic. AerCap is the world's largest independent aircraft leasing company. Jeremy believes there is triple-digit upside potential in the name with a low probability the stock goes to 0. We go into detail in the show.
Staying In Touch With Eric S...
2020-03-1925 minThe Intelligent Investing Podcast#82: Coronavirus Investing Series, Part 1 | Jeremy Raper | General Market OverviewThis is Part 1 of a special Coronavirus Investing Series.
Overview
In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Jeremy Raper to discuss a general market overview during this coronavirus pandemic. We discuss 3 baskets of places to start looking and researching to find potential investment opportunities.
Staying In Touch With Eric Schleien
Facebook
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LinkedIn
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GSCM
Staying In Touch With Jeremy Raper
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2020-03-1816 minThe Intelligent Investing Podcast#81: Julian Lin | The opportunity in mall REITs | Macerich (MAC)Show Notes
In this episode, Eric sits down with Julian Lin to discuss the mall real estate industry.
Julian is a contributor on Seeking Alpha with over 13,000 followers. Julian runs a stock investment newsletter named Best of Breed which invests in high-quality companies with “moaty” business models, conservative balance sheets, and best in class management teams. You can find out more about the newsletter here - there is a 2 week free trial available.
Stocks of mall real estate investment trusts (‘Mall REITs’) have been crushed over the past several years, with some names having dividend yields up...
2020-03-1350 minThe Intelligent Investing Podcast#80: Guy SpierIn this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Guy Spier who is the founder and investment manager of The Aquamarine Fund.
Eric and Guy discuss the philosophy of value investing beyond just looking at a business and how it impacts our day to day living and develops us as a human being.
Resources
Think and Grow Rich
How to Win Friends and Influence People
The Infinite Game
Finite and Infinite Games
Staying in touch with Guy
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Staying in touch with Eric
Faceboo...
2020-03-021h 12The Intelligent Investing Podcast#79: Gobinath Balasubramanian | Fairfax India | Thomas Cook IndiaIf you like this podcast, please consider subscribing on:
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Summary
Eric Schleien sits down with Gobinath Balasubramanian. We discuss Fairfax India and Thomas Cook India.
Other interviews with Gobinath on The Intelligent Investing Podcast:
A Take-Under In Russia; A Cheap Mexican Cable Company That Will Make Its Market Cap Back In 5 Years
Value Investing In India
About Gobinath
Gobinath Balasubramanian is the Chief Investment Officer of GB Investments LLC, which he founded in 2016.
Gobinath is a graduate from...
2020-02-2630 minThe Intelligent Investing Podcast#78: Key Takeaways From The 2019 Berkshire Hathaway Letter To Shareholders | Eric SchleienToday is one of my favorite Saturday's of the year. Every Saturday for over the past decade now, I have woken up every Saturday morning before the Berkshire Hathaway Letter To Shareholders is released, eagerly excited to take in whatever Warren Buffett has to share with us shareholders. I would imagine many of you do the same!
Once again, Warren Buffett has released his letter to shareholders this morning. In this episode of The Intelligent Investing Podcast, I break down the 2019 Berkshire Hathaway Letter To Shareholders with some of my thoughts and insights and go over some...
2020-02-2219 min