The Intelligent Investing Podcast

Eric Schleien interviews great value investors from around the world.

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55

Episodes Date

Episode #55: Eric Schleien sits down with Gautam Baid to discuss his new book, The Joys Of Compounding. The Joys Of Compounding is a celebration of the value investing discipline. It takes investors b...
April 18, 2019
Eric Schleien interviews DTEJD1997 about Meritage Hospitality Group (MHGU). The company has an interesting model. They are buying up Wendy's franchises at 4x EBITDA, often from people who want out of...
April 8, 2019
Episode #53 of the Intelligent Investing Podcast brings back Brian Langis to discuss the recent transaction between Brookfield Asset Management (BAM) and Oaktree Capital, LLC (OAK).  Full Link: https...
March 22, 2019
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. ...
February 26, 2019
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.berkshirehat...
February 23, 2019
In this episode, @EricSchleien interviews @DavidYarus who is the founder of mllnnl, a millennial marketing agency that helps global brands and non-profits understand and engage the modern consumer. ...
February 19, 2019
This was one of the most comprehensive and incredible interviews I've done. I don't think I've ever had so much fun doing an episode. Yes, I know, I know, this episode is LONG AF!!! 2 hours. It's insa...
February 9, 2019
In this episode, Eric Schleien & Anthony Waldichuk discuss National Stockyards (NSYC).    According to Oddball Stocks:   Here's the backstory. A long time ago in a faraway place, there was a ...
February 5, 2019
In this episode, Eric Schleien & Anthony Waldichuk discuss Scope Industries (SCPJ). Company is super under the radar. The CEO has been at the helm for 6 decades and has built a pretty good long-te...
February 2, 2019
In this episode, Eric Schleien & Anthony Waldichuk discuss Southern Reality (SRLY) which is an oil & gas royalty business with a stock and bond portfolio attached.   Follow Eric on Seeking...
January 26, 2019

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