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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

#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

#152: The Discovery Communications $DISCA $DISCK / WarnerMedia $T Merger

5/27/2021
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. 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...

Duration:00:17:24

#151: Some Quick Thoughts On My Largest Position, Liberated Syndication (LSYN)

5/26/2021
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...

Duration:00:07:44

#150: How To Invest In Outer Space...seriously! - Robert Jacobson

5/24/2021
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...

Duration:00:36:59

#149: Discussing some incredibly OBSCURE net-net stocks - Evan Bleker

5/21/2021
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 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...

Duration:00:34:05

#148: Discussing Trupanion (TRUP)...again! - Reaction To Steel City Capital Letter

5/11/2021
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 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...

Duration:00:10:51

#147: Shaking Things Up At Firsthand Technology Value Fund; Should They Liquidate? - Don Chambers

5/6/2021
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 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...

Duration:00:07:20

#146: How To Become An Expat; Lowering Your Taxes; Increasing Your Standard Of Living - Mikkel Thorup

5/4/2021
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 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...

Duration:01:04:13

#145: My Favorite Stock Idea for 2021, Why I Don't Short Stocks, and More: Q&A w/ Eric Schleien

4/27/2021
Join 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...

Duration:00:47:36

#144:Value Investing In The Cannabis Industry, Trulieve, and Green Thumb Industries - Julian Lin

4/19/2021
Join 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,'...

Duration:00:19:02

#143: Game Stop, Robinhood and the Merrymen of Reddit - What actually happened?

4/15/2021
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...

Duration:00:55:49

#142: Andrew Sather on Warren Buffett's Cash Cows, Hedging the US Dollar, Residential Real Estate, Griffon (GFF), and Electronic Arts (EA)

4/12/2021
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...

Duration:00:31:20

#141: Trey Henninger on Entercom, Northfield Precision, and a New SEC Rule Impacting Dark Companies

3/25/2021
Join 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...

Duration:00:22:28

#140: Peter McCormack on Bitcoin

3/15/2021
Join Eric Schleien with his guest Peter McCormack as they talk about podcasting, the unique characteristics of Bitcoin, and what the future holds for it. Because of the oppositions and baseless accusations against it, for Peter, Bitcoin should've already failed. Today, it is still operating and growing even higher. In this episode, Peter gets into discussing decentralization, Bitcoin mining, his piece of advice to anyone looking into investing in Bitcoin, and so much more. To interested...

Duration:00:33:03

#139: Eric Schleien & Norma Belenky Discuss Finance Podcast Week

2/26/2021
Join 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...

Duration:00:29:09

#138: Chelsea Dietsch and Tara Songster on Thrift Shop Arbitrage

2/15/2021
Join Eric Schleien with his guests, Chelsea Dietsch and Tara Songster 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, Chelsea and Tara 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...

Duration:00:35:40

#137: Eric Schleien & Rafael Resendes discuss how to value and measure the intrinsic value of Tesla (TSLA) and GameStop (GME)

2/11/2021
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 The Valuation EdgeIntrinsic Value ToolValue Investing 2nd Edition, on Amazon. Eric Schleien's BookAmazon About Eric Schleien Over the past decade, Eric has trained thousands of...

Duration:00:25:56

#136: Eric Schleien & Julian Lin discussing selling GME put options and buying AMC put options/put spreads | Quick Thoughts

2/5/2021
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. 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 PutsEric...

Duration:00:08:18