Archive for the 'Market Commentary' Category

In this episode, Eric Schleien and Brian Langis discuss Warren Buffett's CNBC interview from Monday, February 25, 2019. We also discuss Warren Buffett's letter that was recently released on Saturday. You can find a podcast on the letter, here: https://intelligentinvesting.podbean.com/e/2018-berkshire-hathaway-letter-to-shareholders-intelligent-investing-podcast-eric-schleien/

 

Show Links: 

1) CNBC Full Interview with Warren Buffett: https://www.cnbc.com/video/2019/02/25/warren-buffett-cnbc-full-interview-berkshire-hathaway.html

 

Connect with Brian Langis: 

Visit Brian Langis' BLOG: https://brianlangis.wordpress.com/author/brianlangis/

Visit Brian Langis' SEEKING ALPHA: https://seekingalpha.com/author/brian-langis

Visit Brian Langis' LINKEDIN: https://www.linkedin.com/in/brianlangis/

Visit Brian Langis's FACEBOOK: https://www.facebook.com/brian.langis

Visit Brian Langis' TWITTER: https://twitter.com/absolut_brian

 

Connect with Eric Schleien: 

Visit Eric Schleien's PODCAST: http://intelligentinvesting.podbean.com

Visit Eric Schleien's WEBSITE: https://www.EricSchleien.com

Visit Eric Schleien's TWITTER: https://twitter.com/ericschleien

Visit The Intelligent Investing Podcast's TWITTER: https://twitter.com/investingcast

Like The Intelligent Investing Podcast on FACEBOOK: https://www.facebook.com/theintelligentinvestingpodcast/

Follow Eric Schleien on FACEBOOK: https://www.facebook.com/eric.schleien

Visit Granite State Capital Management's WEBSITE: https://www.GSCM.co

Follow Eric Schleien on INSTAGRAM: https://www.instagram.com/ericschleien/

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Warren Buffett released his letter to shareholders this morning. I break it down with my thoughts and go over some of the key highlights.

 

The full letter can be found here: http://www.berkshirehathaway.com/2018ar/linksannual18.html

 

If you'd like to connect with me regarding the letter to discuss more, feel free to reach out!

 

Connect with Eric Schleien:

Visit Eric Schleien's PODCAST: http://intelligentinvesting.podbean.com

Visit Eric Schleien's WEBSITE: https://www.EricSchleien.com

Visit Eric Schleien's TWITTER: https://twitter.com/ericschleien

Visit The Intelligent Investing Podcast's TWITTER: https://twitter.com/investingcast

Like The Intelligent Investing Podcast on FACEBOOK: https://www.facebook.com/theintelligentinvestingpodcast/

Follow Eric Schleien on FACEBOOK: https://www.facebook.com/eric.schleien

Visit Granite State Capital Management's WEBSITE: https://www.GSCM.co

Follow Eric Schleien on INSTAGRAM: https://www.instagram.com/ericschleien/

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In this episode, Eric Schleien & Brian Langis discuss the merits of investing in Cuba.

Hope you enjoy! 

--

Follow Brian on Seeking Alpha, Twitter, and his blog.

Follow Eric on Seeking Alpha, Twitter, Facebook, LinkedIn, and GSCM.

Disclosure: I, Eric Schleien, have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I also have no investments in Cuba nor plan to have investments in Cuba within the next 72 hours. I recorded this podcast myself, and it expresses my own opinions. I am not receiving compensation for it (other than from any kind of marketing or advertising on this platform). I have no business relationship with any company mentioned in this podcast. I have no business relationships with the government of Cuba.

 

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Hey guys, it's Eric Schleien. Today's episode I've recorded on Christmas Eve after a recent market correction. No interview today, just my own personal thoughts/commentary. If you're a seasoned investor and not worried about the market correction, this episode is NOT for you. However, if you're a listener who isn't a full-time investor and you're worried or overwhelmed by the recent stock market decline, I think it's crucial you listen to this to help cut through the emotional noise.

Links referenced in this episode:

1. What does it mean when stocks enter a ‘bear market?’

2. Is Holding Cash a Good Idea?

 

Transcript exclusively on SeekingAlpha 

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In this episode, Eric Schleien & Brian Langis do a re-cap on Brookfield Asset Management & Tesla. To read the article associated with the podcast, click here: https://seekingalpha.com/article/4211744-getting-weeds?source=all_articles_title

Then, the rest of the episode is dedicated to the marijuana industry and the publicly traded companies poised to benefit. Neither will touch that shit with a 10-foot pole...or bong...or whatever you want to use NOT to touch these stocks that are priced to perfection and beyond. 

What makes this episode unique is that Eric & Brian get very high up into the big picture as well as get right into the weeds with the nitty-gritty details of the industry/environment. Makes for some super interesting discussion. 

You can always follow Brian's articles on SeekingAlpha here: https://seekingalpha.com/author/brian-langis/articles#regular_articles

 

Or you can hit up his blog here: https://brianlangis.wordpress.com/author/brianlangis/

 

A transcript for this episode is now available.

Enjoy!

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Is Tesla a Fraud?

In this episode Eric Schleien & Brian Langis discuss Tesla. 

 

Show Notes:

 

Brian is a Chartered Business Valuation (CBV) by profession and also manages an investment holding company.

Check him out here!
 
Twitter: @absolut_brian
Blog: http://www.brianlangis.com/
SeekingAlpha: https://seekingalpha.com/author/brian-langis/articles#regular_articles

 
 
Hope you enjoy the episode!

Best,

Eric 

My personal website: http://www.EricSchleien.com
Granite State Capital Management, LLC: http://www.GSCM.co

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Big shout out to our sponsor for this episode.... VPN.com !!!

 

On this episode of The Intelligent Investing Podcast, Eric Schleien interviews Tim Bergin once again to touch base after having him on a year prior.

 

Tim is the founder of OnBeyondInvesting

Eric serves as the CEO of Granite State Capital Management, LLC - an investment management firm based in New Hampshire. 

http://www.EricSchleien.com

http://www.GSCM.co

 

 

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In this episode, Eric Schleien interviews Nick Berry and Cam Rock of Berry-Rock Capital. In the episode Nick & Cam talk about having a margin of safety through exploiting real estate market disclocation caused by government regulations and investing in undervalued people. Really fascinating stuff and hope you enjoy.

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Episode 5, Eric Schleien interviews Gobinath Balasubramanian. We discuss everything from value investing in India to finding value in niche situations.

Gobinath Balasubramanian is the Chief Investment Officer of GB Investments LLC, which he founded in 2016.

Gobinath is a graduate from The University of Tampa – Sykes School of Business in Tampa, FL where he earned his Masters Degree in Finance.  He performed his undergraduate studies at St. Peters Engineering college, in Chennai, India, earning a Bachelor of Engineering degree in Electronics and Communication.  He holds the Series 65 license.

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