The Intelligent Investing Podcast

The Intelligent Investing Podcast

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

Episodes

May 4, 2021 62 min

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 ...

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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...

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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 Can...

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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

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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 ...

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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 ...

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March 15, 2021 31 min

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 lo...

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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 eve...

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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 ...

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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
  • For listeners interested in some of the research presented on the show today, you can sign up for the mo...
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    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 discu...

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    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.

    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.

    About Eric Schleien

    Over the past decade, Eric has trained thousands of individuals including...

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    I discuss why I hate shorting stocks and discuss the recent example of GameStop (GME).

     

    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 and has become a leading authority on organizational culture in the investment industry.

    Eric has been investing for 15 years and has b...

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    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.

    In this episode, I discuss some success I've had with overbid opportunities where you buy a stock that is getting bought out at an absurdly cheap price with the hope for a higher bid and where your downside is low due to the low valuation already. W...

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    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 sev...

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    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 Ca...

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    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 Arison 3:50: Getting into the automotive space 4:39: The Auto Financing Market 10:16: Starting Shift 13:49: Company Growth 15:16: Disruption in Cars 16:20: The Traditional Dealer 16:26: Carvana vs Shift 18:49: Older cars are a huge part of...

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    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.  Unl...

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    December 10, 2020 28 min
    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...

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    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 o...

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