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The Intelligent Investing Podcast

Business & Economics Podcasts

Eric Schleien interviews great value investors from around the world.

Eric Schleien interviews great value investors from around the world.

Location:

United States

Description:

Eric Schleien interviews great value investors from around the world.

Language:

English

Contact:

9142755696


Episodes

#132: Brian Balbirnie, Founder/CEO of Issuer Direct

1/20/2021
Summary 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...

Duration:00:42:31

#131 - Jeremy Raper on his 2021 Investment Strategy, SNEX, BWMX, Peabody Bonds, and TikTok Investors

1/13/2021
Summary 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 -...

Duration:00:55:20

#130: Founder & CEO of Shift (SFT), George Arison on going public via SPAC, an Industry Outlook on the future of online car buying

1/11/2021
Summary 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 Arison3:50: Getting into the automotive space4:39: The Auto Financing Market10:16: Starting Shift13:49: Company Growth15:16: Disruption in Cars16:20: The Traditional Dealer16:26: Carvana vs Shift18:49: Older cars are a huge part of the used car market19:10: "How do you look at internal rate of...

Duration:00:40:59

#129: Rafael Resendes - portfolio manager & co-founder of Applied Finance Capital Management

12/15/2020
Summary In this episode, I had the pleasure of sitting down with Rafael Resendes who is the portfolio manager & co-founder of Applied Finance Capital Management. It was pretty exciting to have the co-founder of Applied Finance on the Intelligent Investing Podcast due to the fact they have become a thought leader in valuation and portfolio construction in the value investing community. You could say they are the real deal. Unlike the majority of firms today that focus on low multiples to...

Duration:00:36:30

#128: Jason DeBono

12/10/2020
Summary 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...

Duration:00:29:34

#127: I wrote a book! | Principles of Power: The Art & Wisdom of Badassery

11/30/2020
My 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...

Duration:00:12:32

#126: Viktor Nebehaj - cofounder, FreeTrade.io

11/30/2020
Viktor 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...

Duration:00:29:10

#125: A New Model For Shareholder Activism

11/17/2020
Show Links The Proxy Activism ProjectA New Model For Shareholder ActivismA New Model For Shareholder ActivismA 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 LeadershipEric Schleien discussing Activist InvestingCBRE Case Study - Tribal LeadershipComparing Transformational & Transactional Leadership (Eric...

Duration:00:57:03

#124: Don Chambers - Update On SVVC Activism

11/10/2020
Had the pleasure of bringing back on Don Chambers who is currently involved in an activist campaign against SVVC. To see the first episode where he discusses his ongoing battle with SVVC, you can click here. You watch this as a video on YouTube, click here. Show Links BDC InfoDon's Proposal to SVVC (see page 16)Election Results Don's Proposal PROPOSAL THREE(Non-Binding Stockholder Proposal)THAT THE BOARD SEEK AND PURSUE ANY AND ALL MEASURES TO ENHANCE SHAREHOLDER VALUE A stockholder,...

Duration:00:21:09

#123: Ann Hambly - 1st Service Solutions

10/27/2020
In this episode, Eric Schleien sits down with Ann Hambly, the Founder/CEO of 1st Service Solutions. I'm a huge fan of Ann, as she transformed the CMBS industry and has also been impacted by the Tribal Leadership technology which I've shared about many times here, here, and here. As one of the managers of Brookfield Asset Management shared with me, "Transforming Culture is the last bastion of alpha due to the low competitive nature of the endeavor." To watch this episode on YouTube, see...

Duration:00:30:19

#122: Luis Sánchez - Net Net Investing

10/23/2020
Summary In this episode of The Intelligent Investing Podcast, I sit down with Luis Carlos Sánchez. Mr. Sánchez is has a background in commercial law and is an avid net-net investor. If you are interested in Net Net Investing, I would also recommend listening to a previous episode with the Founder of Net Net Hunter, Evan Bleker. You can also watch Episode #122 of The Intelligent Investing Podcast on YouTube. Net Net Stocks Mentioned In this episode, we discuss three different net net...

Duration:00:48:59

#121: Harris Kupperman

10/20/2020
Summary In this episode of The Intelligent Investing Podcast, I sit down with Harris Kupperman (also known as Kuppy). Kupperman is the Chairman and CEO of publicly-traded Mongolia Growth Group (YAK: Canada and MNGGF: USA). Kupperman is also the founder of Praetorian Capital and writer of one of my favorite investment blogs, Adventures In Capitalism. You can also watch this episode on YouTube. On this episode we discuss St. Joe Company (JOE) and Cornerstone Building Brands (CNR) See Blog...

Duration:00:53:06

#120: Brian Langis - Discussing TikTok and Social Media

10/13/2020
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 If you like The Intelligent Investing Podcast, please consider leaving a rating and review on Apple Podcasts. It takes less than 30 seconds to do and makes...

Duration:01:06:09

#119: Alexander Gramatzki; Investing In Music Royalties

9/16/2020
To watch this episode on YouTube, click here. Summary The music industry is growing for the fourth consecutive year, driven by the rise in online streaming. Platforms like Spotify, Youtube, Amazon Music, Pandora, and others are revitalized the industry which presents an opportunity to acquire intellectual property rights that pay royalties each time a song is streamed. Companies like Facebook, TikTok, and SnapChat have also recently announced that they will start paying royalties for music...

Duration:00:38:02

#118: Braxton Gann; Containerships; Shipping; Distressed Mortgage Notes

8/27/2020
Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple PodcastsYouTubeStitcherTuneInSpotifyPodbeaniHeart Radio 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...

Duration:00:21:14

#117: Mariusz Skonieczny

8/25/2020
To watch this episode on YouTube, click here. Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple PodcastsYouTubeStitcherTuneInSpotifyPodbeaniHeart Radio 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...

Duration:00:43:32

#116: Robert Leonard

8/20/2020
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...

Duration:00:45:45

#115: Shana Sissel; CIO Spotlight Asset Group; Alternative Investments; Mrs. Illinois 2020; Financial Literacy For Women; Women In Finance

8/7/2020
OVERVIEW 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...

Duration:00:58:27

#114: Vince Annable; The Household Endowment Model

8/6/2020
Summary 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...

Duration:00:32:30

#113: Trey Henninger; Northfield Precision Instruments Corporation (NFPC); A Cheap Dark Stock

8/3/2020
Summary Today's interview guest is Trey Henninger. Trey Henninger runs the blog and podcast, DIY Investing. Trey is a private value investor focused on microcap and dark stocks in the United States. His focus is on high-quality companies with predictable durable earnings where management has skin-in-the-game. Trey runs a concentrated portfolio of 5 stocks with a 20% weighting each. By focusing on small companies, Trey hopes to find overlooked compounders at value prices. His favorite...

Duration:00:27:32