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Eric Schleien interviews great value investors from around the world.

Eric Schleien interviews great value investors from around the world.
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Location:

United States

Description:

Eric Schleien interviews great value investors from around the world.

Language:

English

Contact:

9142755696


Episodes

#53: The Oaktree Capital / Brookfield Asset Management Transaction; Brian Langis

3/22/2019
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Episode #53 of the Intelligent Investing Podcast brings back Brian Langis to discuss the recent transaction between Brookfield Asset Management (BAM) and Oaktree Capital, LLC (OAK). Full Link: https://ericschleien.com/podcast/brian-langis-the-oaktree-capital-brookfield-asset-management-transaction/ Connect with Brian Langis: Visit Brian Langis' BLOG: https://brianlangis.wordpress.com/author/brianlangis/ Visit Brian Langis' SEEKING ALPHA:...

Duration:00:49:34

#52: Brian Langis; Commentary on Warren Buffett's CNBC Interview and Letter

2/26/2019
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In this episode, Eric Schleien and Brian Langis discuss Warren Buffett's CNBC interview from Monday, February 25, 2019. We also discuss Warren Buffett's letter that was recently released on Saturday. You can find a podcast on the letter, here: https://intelligentinvesting.podbean.com/e/2018-berkshire-hathaway-letter-to-shareholders-intelligent-investing-podcast-eric-schleien/ Show Links: 1) CNBC Full Interview with Warren Buffett:...

Duration:00:26:57

#51: 2018 Berkshire Hathaway Letter to Shareholders

2/23/2019
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Warren Buffett released his letter to shareholders this morning. I break it down with my thoughts and go over some of the key highlights. The full letter can be found here: http://www.berkshirehathaway.com/2018ar/linksannual18.html If you'd like to connect with me regarding the letter to discuss more, feel free to reach out! Connect with Eric Schleien: Visit Eric Schleien's PODCAST: http://intelligentinvesting.podbean.com Visit Eric Schleien's WEBSITE:...

Duration:01:11:12

#50: David Yarus — Founder of JSwipe & mllnnl

2/19/2019
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In this episode, @EricSchleien interviews @DavidYarus who is the founder of mllnnl, a millennial marketing agency that helps global brands and non-profits understand and engage the modern consumer. David is also the founder of JSwipe, the world's largest and fastest-growing Jewish dating app, with more than 1 million users across 70 countries - acquired by Spark Networks in 2015. He is passionate about human connection, millennial empowerment, and all things #future. Previously, David was...

Duration:00:50:24

#49: Google; PayPal; How To Keep Large Companies Innovative; Competitive Moats; Interview with Scott Forgey

2/9/2019
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This was one of the most comprehensive and incredible interviews I've done. I don't think I've ever had so much fun doing an episode. Yes, I know, I know, this episode is LONG AF!!! 2 hours. It's insane. However, Scott is one amazing individual and it was a total honor to interview him. Scott has led Transformational programs for over 100,000 people all over the world. The dude has coached top executives from all fields, award-winning architects and designers, Oscar and Tony-winning actors,...

Duration:02:09:42

#48: Eric Schleien & Anthony Waldichuk discuss National Stockyards (NSYC)

2/5/2019
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In this episode, Eric Schleien & Anthony Waldichuk discuss National Stockyards (NSYC). According to Oddball Stocks: Here's the backstory. A long time ago in a faraway place, there was a company that owned stockyards. A stockyard is a place where cattle are auctioned off to buyers. Ranchers drive their cattle by horse, or train, or truck to the stockyard at pre-determined dates when auctions are held. Cattle buyers come and purchase the ingredients for your burgers and steaks and the...

Duration:00:12:41

#47: The Poor Man's Warren Buffett

2/2/2019
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In this episode, Eric Schleien & Anthony Waldichuk discuss Scope Industries (SCPJ). Company is super under the radar. The CEO has been at the helm for 6 decades and has built a pretty good long-term track record as a value investor. Was amazed that I had never heard of him before this episode. Totally interesting stuff! Anthorny refers to the CEO as the Poor Man's Warren Buffett. Hope you enjoy! Follow Eric on Seeking Alpha, Twitter, Facebook, LinkedIn, and GSCM.

Duration:00:17:08

#46: Southern Reality (SRLY)

1/26/2019
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In this episode, Eric Schleien & Anthony Waldichuk discuss Southern Reality (SRLY) which is an oil & gas royalty business with a stock and bond portfolio attached. Follow Eric on Seeking Alpha, Twitter, Facebook, LinkedIn, and GSCM. SA Article: https://seekingalpha.com/article/4235934-southern-realty-podcast

Duration:00:11:39

#45: Avoca, LLC (AVOA)

1/25/2019
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Avoca, LLC (AVOA) is a publicly traded, non-reporting limited partnership that owns a 16,000-acre island off the coast of New Orleans. They have a few side businesses, some potential use for the land, and have a stock and bond portfolio worth the market cap. These dark companies are fun! Follow Eric on Seeking Alpha, Twitter, Facebook, LinkedIn, and GSCM. A writeup of this podcast was also published on Seeking Alpha which you can find here:...

Duration:00:14:03

#44: Ojai Oil Company (OJOC)

1/24/2019
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In this episode, Eric Schleien & Anthony Waldichuk discuss Ojai Oil Company (OJOC). Anthony started out as a trader for what is now TD Ameritrade Institutional’s trading desk, moved onto LPL Financial where he traded equities, then moved over to trade fixed income instruments. Then moved to the buy-side as a portfolio manager for Neosho Capital LLC, where he focused on international and emerging market equities. Retired in 2016 to oversee his real estate portfolio, but still dabbles in...

Duration:00:17:57

#43: Eric Schleien & Brian Langis discuss Investing in Cuba

1/14/2019
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In this episode, Eric Schleien & Brian Langis discuss the merits of investing in Cuba. Hope you enjoy! -- Follow Brian on Seeking Alpha, Twitter, and his blog. Follow Eric on Seeking Alpha, Twitter, Facebook, LinkedIn, and GSCM. Disclosure: I, Eric Schleien, have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I also have no investments in Cuba nor plan to have investments in Cuba within the next 72 hours. I recorded this podcast...

Duration:00:45:16

#42: Queen City Investments (QUCT)

1/9/2019
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In this episode, I interview a guy know by the handle, "Spekulatius". This is our second guest who would prefer to stay anonymous - and as always, I honor that commitment to privacy. We talk about an obscure OTC company he owns called Queen City Investments (QUCT). For those of you who follow Nate Tobik who runs Oddball Stocks, he did a writeup on the company back in 2012 which you can see here. here here A transcript for this episode is also available for this episode.

Duration:00:24:44

#41: Comments On The Recent Market Correction

12/24/2018
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Hey guys, it's Eric Schleien. Today's episode I've recorded on Christmas Eve after a recent market correction. No interview today, just my own personal thoughts/commentary. If you're a seasoned investor and not worried about the market correction, this episode is NOT for you. However, if you're a listener who isn't a full-time investor and you're worried or overwhelmed by the recent stock market decline, I think it's crucial you listen to this to help cut through the emotional noise. Links...

Duration:00:48:05

#40: GCI Liberty

11/1/2018
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If you could take 30 seconds and give us some honest feedback on iTunes, it would be much appreciated! In this episode, I discuss GCI Liberty (GLIBA) with Anthony Morley, founder of Delphi Value Investments.

Duration:00:35:39

#39: John King, Netflix, Sears, Tribal Leadership

10/23/2018
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***Please consider taking 1 minute to give the podcast a recommendation on iTunes! It makes a difference and helps keep the show going!*** Episode #39 - Description & Show Notes - Interview with John King, co-author of the New York Times Bestseller, Tribal Leadership - Companies discussed: Netflix, Sears, Ben & Jerry's, Trupanion - Discussion on Tribal Leadership Work + Bringing Aristotle's Work Back - How this all ties into being a better business operator - Discussions on Leadership...

Duration:02:04:51

#38: Facebook

10/19/2018
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In this episode, I bring Marcelo Lima back on to talk about his investment in Facebook (FB). Pretty interesting discussion. Disclosure: I own Facebook shares for both myself and my investors at Granite State Capital Management, LLC. This could change at any time without notice. Additional disclosure: All information for this podcast was derived from publicly available information. Investors are encouraged to conduct their own due diligence into these factors. Additional disclosure: This...

Duration:00:48:20

#37: Amazon

10/15/2018
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Eric Schleien & Marcelo Lima talk about Amazon (AMZN). Marcelo is the Founder & Managing Member of Heller House. Eric is the Founder & CEO of Granite State Capital Management, LLC

Duration:00:38:59

#36: Getting into the weeds on marijuana stocks (we aren't so high on them) + Update on BAM & TSLA

10/11/2018
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In this episode, Eric Schleien & Brian Langis do a re-cap on Brookfield Asset Management & Tesla. To read the article associated with the podcast, click here: https://seekingalpha.com/article/4211744-getting-weeds?source=all_articles_title Then, the rest of the episode is dedicated to the marijuana industry and the publicly traded companies poised to benefit. Neither will touch that shit with a 10-foot pole...or bong...or whatever you want to use NOT to touch these stocks that are priced to...

Duration:01:35:30

#35: Liberty Latin America

10/5/2018
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Eric Schleien of GSCM & Anthony Morley of Delphi Value Investments discuss Liberty Latin America (LILA, LILAK).

Duration:00:22:02

#34: Tokenized Real Estate Assets on the Blockchain

10/2/2018
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In this episode, Radu Bolohan co-hosts with me to interview Matthew Sullivan who is the CEO & Founder of QuantmRE which seeks to disrupt the real estate industry by putting it on the blockchain. I don't believe I've ever been so tough on a guest. Radu & I asked Matthew some tough questions and to say we poked at him would be an understatement! This show is filled with lots of meat & substance & isn't some pump for another coin. This ended up making for a fascinating interview (IMO...

Duration:00:58:10