Episode Description:
Welcome to another episode of the Intelligent Investing Podcast with your host, Eric Schleien. In this in-depth episode, we’re diving into the UK housing market with a comprehensive analysis of Vistry Group, one of the most undervalued opportunities in the sector today. Known for his detailed and thoughtful investment insights, Eric Schleien brings unparalleled depth to this discussion, making this episode a must-listen for sophisticated investors.
Key Takeaways:
- The Vistry Transformation: A closer look at the company’s pivot to a partnerships-focused business model and why it’s a game-changer.
- Challenges & Opportunities: An honest assessment of Vistry’s recent profit warnings, rising interest rates, and regulatory pressures.
- Historical Context: How decades of UK housing policy have shaped the current market landscape and what it means for Vistry.
- Financial Deep Dive: Stress testing the numbers to reveal why Vistry’s valuation offers substantial downside protection and potential upside.
- Bull vs. Bear Case: An unbiased exploration of the risks and rewards of investing in Vistry.
- Unique Insights: Insights you won’t find anywhere else—leveraging Eric’s analytical expertise to uncover overlooked opportunities.
About Eric Schleien: Eric Schleien is a value investor, portfolio manager, and the host of the Intelligent Investing Podcast. Known for his ability to uncover deep-value opportunities and provide sophisticated investment analysis, Eric is committed to educating investors and fostering meaningful conversations around finance and investing.
Listen to the Full Episode: In this episode, Eric unpacks the Vistry story like never before, providing a masterclass in patience, due diligence, and deep-value investing. Whether you’re a seasoned professional or exploring the UK housing sector for the first time, this episode will leave you with actionable insights.
Watch the Full Episode on YouTube here.
Connect with Eric Schleien:
- Website: Eric Schleien
- LinkedIn: Eric Schleien on LinkedIn
- Twitter: @EricSchleien
Subscribe & Review: If you enjoyed this episode, please subscribe to the Intelligent Investing Podcast on Apple Podcasts, Spotify, or your favorite podcast platform. Don’t forget to leave a review to help others discover the podcast.
For more episodes and expert insights, visit the Intelligent Investing Podcast. Connect with Eric Schleien on social media and stay updated with the latest episodes and investment tips.
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Special Summer Offer: Exclusively on Apple Podcasts, try our Dateline Premium subscription completely free for one month! With Dateline Premium, you get every episode ad-free plus exclusive bonus content.
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!