Episodes
Monday Jan 30, 2023
#173: The Ultimate Value Investment - Robbie Kramer
Monday Jan 30, 2023
Monday Jan 30, 2023
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 specialty. It was an absolute joy to sit down with him and chat all things relationships, romance, and dating.
- Watch this episode on YouTube
Transcript
For a transcript of today's episode, click here.
Show Notes
[00:01:18] Marrying the right person
[00:02:35] People who are successful in their careers yet stunted in their relationships
[00:10:05] Common Mistakes Men Make
[00:13:07] Instagram and Online Dating
[00:14:53] Three Prompts for Dating Profiles
[00:19:56] Socially Awkward Men
[00:22:29] “...Some of these guys are worth a hundred million dollars, running big funds, very wealthy. Social, but either they're still single or they have a wife who they're pretty much like in an emotionally abusive relationship, like they're just not happy. If they're very honest with themselves, they're not happy with their romantic life, and that stuns me how you could be actually fairly socially incompetent.”
[00:23:35] Unhappy Relationships
[00:24:51] Social Freedom Exercises
[00:27:41] The Wealthy Executive Who Hides Behind Masks
[00:33:14] Optimizing your life
Links From The Episode
Get In Touch With Robbie Kramer
My Other 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.
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Thursday Mar 25, 2021
Thursday Mar 25, 2021
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 can still end up positively.
Summary
In this episode, Trey will also be getting into all the old news, the expected, and the good with Northfield Precision Instrument Corp. Listen as he discusses the company's performance during the pandemic, their ROI report, and how NFPC will seemingly be affected by the new SEC rule that targets dark companies. For Trey, once the new regulation comes into effect in the following months or years, going expert or grey may become an option to be considered for Northfield.
Going in further on the upcoming SEC rule, tune in as Trey explains what the regulation aims to do, what it requires from business entities, how it can backfire, and what it means to trade without a quoted price –a scenario that may just mean good deals for experts. For him, there are always as many opportunities in matters like these as there are risks in every leverage.
About Trey Henninger:
Trey Henninger runs the blog and podcast DIY Investing. Trey is a private value investor focused on microcap and dark stocks in the United States. His focus is on high-quality companies with predictable, durable earnings where management has skin-in-the-game.
Trey runs a concentrated portfolio of 5 stocks with a 20% weighting each. By focusing on small companies, Trey hopes to find overlooked compounders at value prices. His favorite opportunities have a market cap below $50 million.
- Website
- The DIY Investing Podcast (on all major platforms)
Outline of the episode:
- [00:42] Entercom Communications – America's #2 Radio Broadcasting Company.
- [02:18] ETC as a radio company and as a growing digital audio presence.
- [02:49] The crashing merger of ETC and CBS Radio.
- [03:46] Binary outcomes and the probabilities for the company now.
- [06:55] What the debt market is telling about it.
- [08:03] Covid as an excuse...; The company's ownership.
- [09:49] A business with no assets, basically.
- [13:09] Bad as expected – Northfield Precision
- [15:54] What SEC Rule is, not retail investor-friendly.
- [16:40] How the new regulation can backfire – a theory!
- [18:25] What it means to not get quoted a price…
- [19:45] Anytime you have leverage, there's risk and also lots of opportunities.
Resources:
Follow and subscribe to the new, The Eric Schleien Podcast:
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 been using breakthrough coaching methodologies for over a decade. Eric had the insight to combine proven coaching methodologies with shareholder activism techniques to create an entirely new model for shareholder activism that was more reliable and created greater sustainable results in a rapid period of time. On average, Tribal Leadership produces a 3-5x increase in profits of culturally troubled companies within an average of 24 months or less.
Eric currently resides in Philadelphia, PA.
Help Out The Podcast:
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Monday Jan 11, 2021
Monday Jan 11, 2021
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 the used car market
19:10: "How do you look at internal rate of returns?"
19:26: "it's a kind of a land grab situation"
20:31: "what the business looks like at scale"
27:02: "select dealers that we want to work with that have really high-quality inventory, high-quality service."
27:15: "a win for the dealership."
30:21: "how do you fund the growth right now?"
31:44: SPAC investing
33:16: "SPAC investors might actually get really burned if they're just buying a bunch of things that seem very sexy."
33:51: "There's been many, many, like over a hundred SPACs. I don't know how they're going to find deals."
34:53: "what investors should be looking for when they look at SPACs"
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 been using breakthrough coaching methodologies for over a decade. Eric had the insight to combine proven coaching methodologies with shareholder activism techniques to create an entirely new model for shareholder activism that was more reliable and created greater sustainable results in a rapid period of time. On average, Tribal Leadership produces a 3-5x increase in profits of culturally troubled companies within an average of 24 months or less.
Eric currently resides in Philadelphia, PA.
Help Out The Podcast
If you like The Intelligent Investing Podcast, please consider leaving a rating and review on Apple Podcasts. It takes less than 30 seconds to do and makes a huge difference! You can also join the Facebook page!
You can subscribe to the podcast on the following platforms:
CONTACT ERIC SCHLEIEN
Tuesday Oct 27, 2020
#123: Ann Hambly - 1st Service Solutions
Tuesday Oct 27, 2020
Tuesday Oct 27, 2020
In this episode, Eric Schleien sits down with Ann Hambly, the Founder/CEO of 1st Service Solutions. I'm a huge fan of Ann, as she transformed the CMBS industry and has also been impacted by the Tribal Leadership technology which I've shared about many times here, here, and here. As one of the managers of Brookfield Asset Management shared with me, "Transforming Culture is the last bastion of alpha due to the low competitive nature of the endeavor."
To watch this episode on YouTube, see below or click here.
Ann has been involved in literally every aspect of the CMBS industry throughout her 35+ year career. She created from scratch and ran many large servicing shops before creating 1st Service Solutions in 2005. She has been an intentionally integral part in shaping the CMBS industry since its inception.
Ann founded 1st Service Solutions in 2005 to address what she saw to be a gaping hole in CMBS. Unlike ‘on book’ commercial real estate loans, there is no ‘banker’ for the borrower to speak to after securitization. In creating what was to become the first borrower advocacy space in commercial real estate, Ann has grown 1st Service Solutions into what is now known as the preeminent CMBS Borrower Advocate practice. The company has been featured on William Shatner’s ‘Moving America Forward’ show as a company changing the business landscape in America.
Ann has been and continues to be highly involved in industry leadership as a featured keynote speaker at conferences across the country speaking on CMBS structure, CMBS workouts, assumptions, and hot topics in the general CRE industry.
With the release of her book, ‘CMBS 911,’ Ann once again set out to meet an unmet need: explaining, in simplistic and straightforward terms, the roles, responsibilities, and motives of every individual or entity involved in the CMBS process. “The whole process can be overwhelming and confusing for the borrower and there’s always a lot on the line,” she explains. The book has gone on to become an industry bestseller and is being adopted into the Purdue College of Business Real Estate curriculum as well as other colleges and universities.
In addition to her own book, Ann’s expertise has been featured in ‘True Leaders: How Exceptional CEOs and Presidents Make a Difference by Building,’ ‘Trends in Commercial-Mortgage Backed Securities,’ and ‘The Law of Distressed Real Estate.’ Ann is also a prolific contributor to many, many real-estate and business-related publications having published 50+ articles, commentaries, and columns in such publications as the Commercial Real Estate Show, the Commercial Observer, Scotsman Guide, GlobeSt.com, Mortgage Bankers Magazine, National Real Estate Investor, Real Estate Business, Real Estate Forum, and Reuters among others.
Jurists frequently request Ann’s involvement in high-profile cases regarding commercial real estate because of her vast and varied experience. She has been called upon to provide expert reports, depositions, testimonies, and professional consulting services on many high profile cases.
Ann is a member of the Board of Directors of the Counselors of Real Estate (CRE) and has been an active member of C12, a Christian CEO group, for the past several years. In addition, she has previously served on or as the chairman of the Board of Directors for the Mortgage Bankers Association (MBA), the Commercial Mortgage Securitization Association (CMSA), the Multifamily Housing Institute, and the Real Estate Capital Recovery Association (RECRA).
Throughout her lengthy career, Ann has received many, many professional awards and citations. Among them are the induction in the Commercial Real Estate’s Hall of Fame, numerous times designation as a ‘Legend and Woman of Influence in Commercial Real Estate’ by Real Estate Forum, named a ‘Top 10 Most Distinguished Women in Real Estate’ by the Mortgage Bankers Association, selected as a member of the prestigious Real Estate Roundtable, and named as one of six ‘Most Influential Women in Commercial Real Estate’ by National Real Estate Investor to name a few.
Ann lives in the Dallas/Ft. Worth Metroplex and enjoys time spent with her family, especially her six grandkids.
HELP OUT THE PODCAST
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Contact Eric Schleien
Facebook | LinkedIn | Twitter | YouTube | GSCM | Instagram
Email: IntelligentInvesting@gmail.com
Contact Ann Hambly
1st Service Solutions | Email: ahambly@1stsss.com
Thursday Aug 20, 2020
#116: Robert Leonard
Thursday Aug 20, 2020
Thursday Aug 20, 2020
Summary
Robert is a Certified Management Accountant (CMA) who graduated Cum Laude with a BSBA degree in Finance and Economics from the University of Massachusetts, where he also earned his MBA degree in Accounting and Finance. He is an accounting and finance professional with an immense passion for stock and real estate investing, business, entrepreneurship, traveling, and spending time with his friends and family.
Show Links
- JL Collins (The Simple Path to Wealth) on Millennial Investing
- Pomp (Bitcoin, COVID-10, and Macro) on Millennial Investing
- Simon Erickson (Growth Investing) on Millennial Investing
- Gary Mishuris (Warren Buffett Value Investing) on Millennial Investing
- TIP's Real Estate Deal Analysis 101
- Chad Carson (Get Start in Real Estate) on Real Estate Investing
- Neal Bawa (COVID-19 and Finding Great Markets) on Real Estate Investing
- Real AF Podcast with Andy Frisella
- 1st Phorm
- 75Hard
- 75Hard book
Support The Podcast
If you like The Intelligent Investing Podcast, please consider leaving a rating and review on Apple Podcasts. It takes less than 30 seconds to do and makes a huge difference! You can also join the Facebook page!
You can subscribe to the podcast on the following platforms:
CONTACT ROBERT LEONARD
CONTACT ERIC SCHLEIEN
Thursday Jul 30, 2020
#112: Jim White; Opportunity Investing
Thursday Jul 30, 2020
Thursday Jul 30, 2020
SUMMARY
In this episode of The Intelligent Investing Podcast, I sit down with Jim White to discuss his book Opportunity Investing.
As the famed value investor, Joel Greenblatt, had to say about the book:
"Jim White's marvelous book Opportunity Investing is conclusive evidence of my belief that the secret to investing is to figure out the value of something - and then pay less. Dr. White offers magical advice on how to make big money while saving on capital gains. At the same time, he vividly illuminates the dire situations in Opportunity Zones and presents a wide range of innovative ideas for Opportunity Funds, including directing them toward education and non-profits."
QUALIFIED OPPORTUNITY ZONES
For those interested in learning more about qualified opportunity zones and opportunity funds, check out Jim's presentation on YouTube.
ABOUT JIM WHITE
RESOURCES
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You can subscribe to the podcast on the following platforms:
GET IN TOUCH WITH ERIC SCHLEIEN
Facebook | LinkedIn | Twitter | YouTube | GSCM | Instagram
Email: IntelligentInvesting@gmail.com
Monday May 11, 2020
Monday May 11, 2020
Subscribe
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Summary
In this episode, Eric Schleien interviews Zach Schleien, the founder of Filter Off which was recently featured in The New York Times.
You can read other articles about Filter Off below:
- Lockdown Love
- Does Dating During Quarantine Seem Impossible?
- Quarantine Dating
- Coronavirus Sees High Spike In Dating Apps
- Virtual Dating Is The New Normal
Zach Schleien built his first company going into senior year of college called BeginU, a platform for college students to find projects and work opportunities to develop their skills. Following BeginU, he then launched his second company, Top Romp an online dating blog that reviewed hacks and apps for the modern dater.
Zach then pursued his Masters in Information Management from Syracuse University where he soon launched his third company, LIFT Protein Muffins. Starting LIFT was where he first dipped his toe into crowdfunding, raising over $5,000 in 30 days on Kickstarter. That Summer he worked for bitly as a Data Analyst. While in school, he co-authored the book, Hacking The Internship Process, which became #2 bestseller for internships on Amazon. One year later he sold his first company, Top Romp. Following graduation, he secured a job in IT with Johnson & Johnson.
After his friend’s passing with mental illness, Zach dedicated himself to helping people with mental illness. He launched a $9,500 project on CaringCrowd (a crowdfunding platform for non-profits) with the funds going to the National Alliance on Mental Illness – NAMI New Jersey. He attained his goal within 2 1/2 weeks. The proceeds went to the NAMI Basics program, which supported 360 parents with children who have a mental illness. Zach wanted to do more, so he teamed up with his best friend David, and launched the mental health Slack community, 18percent. With mental health awareness month coming up, he launched another project with the goal to raise $30,000 on CaringCrowd to support 600 families where at least one member of their family had a mental illness. The funds would go to NAMI El Dorado. He attained this mark within 3 weeks.
Zach’s passion for helping people, combined with his love for entrepreneurship has helped him grow these companies and non-profits, allowing them to hit their crowdfunding goals. Zach currently runs, Filter Off.
Staying In Touch With Zach Schleien
Staying In Touch With Eric Schleien
Tuesday Apr 28, 2020
#96: Winston Justice
Tuesday Apr 28, 2020
Tuesday Apr 28, 2020
If You’d Like To Watch The Intelligent Investing Podcast On YouTube, Click Here.
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Summary
In this episode of the Intelligent Investing Podcast, Eric Schleien sits down with Winston Justice, former OT for the Philadelphia Eagles and founder of Elixr Coffee Roasters.
By the time Winston graduated, Justice was widely considered one of the best tackles ever to come out of USC, blocking for two future Heisman Trophy winners, Matt Leinart and Reggie Bush.
That's what caught the eye of the Eagles. In the ensuing years with the team from 2006-11, he played in 47 games, with 31 starts, and was named to USA Today's 2009 All-Joe Team.
Winston now serves as a Vice President in Bernstein's Nashville headquarters, serving as an asset manager to multigenerational families, entrepreneurs, and nonprofits.
Winston Justice was drafted by the Philadelphia Eagles under coach Andy Reid in the second round (39th overall pick) of the 2006 NFL Draft. He played college football at USC under coach Pete Carroll.
Prior to joining Bernstein in 2019, he was a portfolio manager for PIA's Alternative Investments Group. Earlier, he co-founded MJC Capital, an early-stage investment vehicle, and also served as a portfolio manager for Wells Fargo Securities.
He holds a BA in Public Policy from the University of Southern California, an MBA from George Washington University, and the Certified Investment Management Analyst designation from The Yale School of Management.
Winston's philanthropic work includes serving on the board of directors for YCAP, Nashville Coaching Coalition, and service efforts with Habitat for Humanity of Collier County, Young Life Naples, and Eagles Fly for Leukemia in Philadelphia. In 2010, he was the recipient of the Walter Payton Philadelphia Man of the Year award. He relocated to Nashville in 2018 with his wife and their three children.
Monday Apr 27, 2020
#95: Dr. Charles Schleien | COVID-19 | Healthcare Economics
Monday Apr 27, 2020
Monday Apr 27, 2020
For Dr. Charles Schleien's Op-Ed in the New York Times on his experience with COVID-19, click here.
If You’d Like To Watch This Episode On YouTube, Click Here.
Subscribe
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Summary
In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with his father, Dr. Charles Schleien to discuss everything from COVID-19 to healthcare economics. We take questions from finance professionals on Twitter as well.
Resources
- Dr. Charles Schleien - New York Times Op-Ed
- Dr. Charles Schleien - CBS
- Dr. Charles Schleien - CNN - Don Lemon (TRANSCRIPT)
- COVID-19 Up To Date Research - NEJM
Staying In Touch With Dr. Charles Schleien
Staying In Touch With Eric Schleien
Thursday Apr 23, 2020
Thursday Apr 23, 2020
If you'd like to watch this episode on YouTube, click here.
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Coronavirus Investing Series: Part 11
This is Part 11 of a special Coronavirus Investing Series. If you have not listened to Part 1, please click here to get the overall context/market overview during this unprecedented time.
You can also listen to:
Summary
In this episode, Eric Schleien and Alex Portelli discuss the economics of facemasks and COVID-19 tests. Alex has started a company shipping in facemasks and COVID-19 tests and has some very interesting stories. He also makes some suggestions on policy and gives his view on what is working and not working.
For a previous episode with Alex, you can listen, here.
Alex is a serial entrepreneur and has started a diner, an ATM business, a real estate company, and an online news organization. He’s now currently working on his next venture.
Alex is currently an investor in short term rental properties and is the owner of several successful websites.
Alex started his privately held AirBnB business 4 years ago and went from owning 0 to 8 properties since then. His web company is prntly.com and he is currently launching another company called prntpage.com which is currently in beta-testing.
Prntly.com became notorious after Donald Trump started re-tweeting some of their posts during the primary election cycle in 2016.