The Intelligent Investing Podcast

The Intelligent Investing Podcast

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

Episodes

May 21, 2024 53 mins

Welcome 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 commercia...
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In today's episode, I sit down with my buddy Robbie Kramer to discuss the ultimate value investment, relationships. Last week, I had the pleasure discussing investing on his show. You can listen to the episode, here. If you prefer to watch it on YouTube, you can watch the episode, here.

The most important relationship you'll ever invest in is probably who you end up marrying. Choosing quality romantic partners is Robbie Kramer's sp...

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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 discus...

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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:

Read more

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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 ...

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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 ...

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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 More About Vitaliy Katsenelson

Vitaliy ...

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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 t...

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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 a...

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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 i...

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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 o...

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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.

  1. Laaco Ltd (LAACZ), which owns...
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August 3, 2021 10 mins
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 d...

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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

...

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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 episod...

Mark as Played
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 episod...

Mark as Played
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 th...

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 th...

Mark as Played
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 th...

Mark as Played
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 th...

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