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The Intelligent Investing Podcast

Business & Economics Podcasts

Eric Schleien discusses value investing, rational investment analysis, and vital mental models.

Eric Schleien discusses value investing, rational investment analysis, and vital mental models.

Location:

United States

Description:

Eric Schleien discusses value investing, rational investment analysis, and vital mental models.

Language:

English

Contact:

9142755696


Episodes

#172: The New Model For Shareholder Activism; The BS Myth Around ”Soft Skills”; Measuring The Wrong Stuff

6/2/2022
Summary 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,...

Duration:01:53:57

#171: Rebuttal To Some Trupanion Hate $TRUP; Discussing the Toxicity Of Twitter $TWTR

5/16/2022
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. Summary I received this email last year about Trupanion and wanted to address some points made. The entire email is here: Hi Eric, I come in peace as a Chester County native who still very much...

Duration:00:20:00

#170: Westell; A Ben Graham Net-Net; Evan Bleker

1/12/2022
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. 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...

Duration:00:11:23

#169: Update On Solitron (SODI) - Trey Henninger

12/14/2021
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. 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...

Duration:00:18:17

#168: Discussing Uber‘s Business Model - Vitaliy Katsenelson

12/7/2021
Summary 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.fmContrarian EdgeThe Six CommandmentsWas Our Money Manager Kidnapped? More About Vitaliy Katsenelson Vitaliy N. Katsenelson, CFA, is CEO at Investment Management Associates in Denver,...

Duration:01:02:10

#167: Quick Idea; Update On LAACO ($LAACZ); Possible Catalyst | Eric Schleien

10/14/2021
It'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...

Duration:00:09:12

#166: Eric Schleien Discussing BE Semiconductor Industries NV (BESIY) w/ Jason Rivera

9/29/2021
It'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...

Duration:00:15:16

#165: Eric Schleien Discussing The Ultimate Sin Stock w/ Jason Rivera; Altria (MO)

9/27/2021
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...

Duration:00:09:07

#164: An Undervalued Government Contractor Microcap Stock; WidePoint Corporation (WYY); Eric Schleien & Jason Rivera

9/24/2021
Hi, 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...

Duration:00:09:55

#163: Eric Schleien Hosts Finance Podcast Week

9/21/2021
Eric 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. LAACZCDREric Schleien believes that both of these are cheap real estate stocks that would be some of the best picks for...

Duration:01:04:53

#162: Discussing McCoy Global $MCB

8/3/2021
Principles 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...

Duration:00:11:25

#161: Discussing ADDvantage Technologies Group, Inc. (AEY)

7/29/2021
I had a blast chatting with Evan Bleker who runs Net-Net Hunter. We discussed an interesting little company that many of you may be familiar with called ADDvantage Technologies Group, Inc. (AEY). Show Notes [00:35] Overview of ADDvantage [1:23] The 5G Rollout [2:05] How 5G Cell Towers Work [4:13] The Impact of COVID on ADDvantage [5:15] What it will take for the company to breakeven [6:18] The Delta COVID strain & Telecom Companies [7:52] The company may go bankrupt [9:53] Large...

Duration:00:14:58

#160: Discussing Dorian LPG trading below NAV - Braxton Gann

7/6/2021
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 ontological coaching firm, Transformational Leadership Associates. Summary In this episode of The Intelligent Investing Podcast, Eric Schleien sits...

Duration:00:11:40

#159: Stealth Gas Trading Below NAV - Braxton Gann

7/1/2021
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 ontological coaching firm, Transformational Leadership Associates. Summary In this episode of The Intelligent Investing Podcast, Eric Schleien sits...

Duration:00:08:23

#158: Discussing General Mills $GIS, Intel $INTC JM Smucker $SJM, Apple $AAPL - Jason Rivera

6/22/2021
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. 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...

Duration:00:27:31

#157: Martin Marietta $MLM - Andrew Sather

6/17/2021
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. 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...

Duration:00:13:20

#156: Analyzing Target Corporation $TGT - Andrew Sather

6/15/2021
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. 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...

Duration:00:11:32

#155: $WFC / $BAC / $JPM; Analyzing Bank Stocks & The Banking Industry - Andrew Sather

6/11/2021
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. 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...

Duration:00:19:42

#154: Pershing Square Tontine $PSTH - Andrew Walker

6/8/2021
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. 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...

Duration:00:34:11

#153: Multi-bagger Potential in Solitron Devices $SODI; a recap of Entercom $ETM/$AUD and Northfield Precision $NFPC - Trey Henninger

6/2/2021
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. 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...

Duration:00:22:33