Archive for the 'Investment Ideas' Category

Principles Of Power

My book Principles Of Power: The Art & Wisdom of Badassery is now available on Amazon. I would be extremely grateful if you could pick up a copy and write an honest review. Would mean the world!

New 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. To learn more about Eric's work, check out his ontological coaching firm, Transformational Leadership Associates.

Summary

In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Evan Bleker of Net-Net Hunter to discuss a tiny little company, McCoy Global Inc. (MCB.TO) with a current market cap of $21 million.

Show Notes

[00:48] Tiny little company traded on Canadian Venture Exchange

[2:14] A study on net-nets that buying at a huge discount to net current asset value doesn't enhance performance that much

[4:21] The company is cash flow positive

[5:26] Modeling out different scenarios (classic Dhandho!)

[6:09] Could be a $2/stock if drilling takes off

About Evan Bleker

Evan Bleker is a professional investor who has built his track record by buying high quality net net stocks. When not researching stocks, he focuses his time on helping small investors learn the strategy so they can earn great returns.

Evan manages two investing websites: Net Net Hunter and Broken Leg Investing.

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

Facebook  |  LinkedIn  | Twitter  | YouTube | GSCM | Instagram

Email: IntelligentInvesting@gmail.com

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I had a blast chatting with Evan Bleker who runs Net-Net Hunter. We discussed an interesting little company that many of you may be familiar with called ADDvantage Technologies Group, Inc. (AEY).

Show Notes

[00:35] Overview of ADDvantage

[1:23] The 5G Rollout

[2:05] How 5G Cell Towers Work

[4:13] The Impact of COVID on ADDvantage

[5:15] What it will take for the company to breakeven

[6:18] The Delta COVID strain & Telecom Companies

[7:52] The company may go bankrupt

[9:53] Large upside in stock if they don't go to 0

[11:41] Brief discussion on American Tower (AMT)

 

 

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New 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. To learn more about Eric's work, check out his ontological coaching firm, Transformational Leadership Associates.

Summary

In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Braxton Gann to discuss another shipping company, Dorian LPG (LPG). Braxton believes the business is cheap due to the business trading at a steep discount to its Net Asset Value.

Show Notes

[2:10] Shipping has been in a bull market

[2:37] Track record of management

[4:45] Eric Schleien pushing back on Braxton on concerns about shipping stocks

[8:08] How to make money with shipping stocks

[10:26] Recap on Scorpio Tankers

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

Facebook  |  LinkedIn  | Twitter  | YouTube | GSCM | Instagram

Email: IntelligentInvesting@gmail.com

 

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New 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. To learn more about Eric's work, check out his ontological coaching firm, Transformational Leadership Associates.

Summary

In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Braxton Gann to discuss Stealth Gas (GASS). Braxton believes the business is cheap due to the business trading at a steep discount to its Net Asset Value.

Show Notes

[1:19] About the company
[2:19] "Shipping has been one of the worst industries over the past decade..."

[3:13] Value of the second hand market for ships

[3:54] Resource Recommendation: Value Investors Edge

[5:02] Investment Risks

[6:58] Salaries in the shipping industry

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

Facebook  |  LinkedIn  | Twitter  | YouTube | GSCM | Instagram

Email: IntelligentInvesting@gmail.com

 

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New 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.

Podbean

This podcast is sponsored by Podbean.  Podbean is probably the easiest way to create your own podcast. We use Podbean to host the Intelligent Investing Podcast and my new podcast, The Eric Schleien Podcast.  Download the free Podbean Podcast App, to start, record, and publish your very own podcast in minutes.  Podbean provides everything you need to run your podcast and you can record and publish episodes directly from the app on your phone. Check it out!

TIKR.COM

This episode is brought to you by TIKR.com. This is a product I personally use for researching stocks at my firm. TIKR.com is focused on bringing institutional-quality investment research tools to individual investors. TIKR.com is powered by S&P Global CapitalIQ and has coverage of 50k+ stocks globally with financials, estimates, valuation metrics, ownership, transcripts, news, filings, and more. Join TIKR.com‘s free beta today with tikr.com/intelligent

NET NET HUNTER

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 am proud to be able to offer this service to my listeners. If this is something you’re interested in, please click here.

Summary

On today's episode, I sit down with Andrew Sather who is a self-taught investor since 2012. He specializes in identifying value traps and avoiding stock market bankruptcies. You can also listen to his podcast - Investing For Beginners.

Show Notes

[2:29] Infrastructure Bill

[3:34] Not a typical minding company - economic moat

[4:32] Long-term industry tailwinds

[5:27] 125 year quarry rights

[7:56] Valuing the business

[9:47] Discussing $MLM's competitor Vulcan Materials $VMC

 

Resources

 

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:

 

GET IN TOUCH WITH ERIC SCHLEIEN

Facebook  |  LinkedIn  | Twitter  | YouTube | GSCM | Instagram

Email: IntelligentInvesting@gmail.com

Read Full Post »

New 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.

Podbean

This podcast is sponsored by Podbean.  Podbean is probably the easiest way to create your own podcast. We use Podbean to host the Intelligent Investing Podcast and my new podcast, The Eric Schleien Podcast.  Download the free Podbean Podcast App, to start, record, and publish your very own podcast in minutes.  Podbean provides everything you need to run your podcast and you can record and publish episodes directly from the app on your phone. Check it out!

TIKR.COM

This episode is brought to you by TIKR.com. This is a product I personally use for researching stocks at my firm. TIKR.com is focused on bringing institutional-quality investment research tools to individual investors. TIKR.com is powered by S&P Global CapitalIQ and has coverage of 50k+ stocks globally with financials, estimates, valuation metrics, ownership, transcripts, news, filings, and more. Join TIKR.com‘s free beta today with tikr.com/intelligent

NET NET HUNTER

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 am proud to be able to offer this service to my listeners. If this is something you’re interested in, please click here.

Summary

On today's episode, I sit down with Andrew Sather who is a self-taught investor since 2012. He specializes in identifying value traps and avoiding stock market bankruptcies. You can also listen to his podcast - Investing For Beginners.

Show Notes

[3:19] Bank Of America $BAC

[3:39] Just a crazy amount of capital that's flowing into these banks...

[6:30] Lending to the fed...

[7:51] Fintech

[8:50] $BAC and $WFC still attracting new deposits in a low interest rate environment

[10:42] Federal Reserve Bank Requirements

[12:27] I'm bullish on the industry in general...

[12:48] Bank Valuation Metrics

[16:45] Building an economic moat through customer service in banking

Resources

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:

GET IN TOUCH WITH ERIC SCHLEIEN

Facebook  |  LinkedIn  | Twitter  | YouTube | GSCM | Instagram

Email: IntelligentInvesting@gmail.com

Read Full Post »

New 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.

Podbean

This podcast is sponsored by Podbean.  Podbean is probably the easiest way to create your own podcast. We use Podbean to host the Intelligent Investing Podcast and my new podcast, The Eric Schleien Podcast.  Download the free Podbean Podcast App, to start, record, and publish your very own podcast in minutes.  Podbean provides everything you need to run your podcast and you can record and publish episodes directly from the app on your phone. Check it out!

TIKR.COM

This episode is brought to you by TIKR.com. This is a product I personally use for researching stocks at my firm. TIKR.com is focused on bringing institutional-quality investment research tools to individual investors. TIKR.com is powered by S&P Global CapitalIQ and has coverage of 50k+ stocks globally with financials, estimates, valuation metrics, ownership, transcripts, news, filings, and more. Join TIKR.com‘s free beta today with tikr.com/intelligent

NET NET HUNTER

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 am proud to be able to offer this service to my listeners. If this is something you’re interested in, please click here.

Summary

On today's episode, I sit down with Andrew Walker who is a portfolio manager at Rangeley Capital LLC and runs Yet Another Value Blog. We discuss Pershing Tontine (PSTH), a SPAC run by Bill Ackman that just recently announced a deal to acquire 10% of Universal Music Group (UMG) from Vivendi.

Show Notes

[4:24] The UMG announcement

[7:15] Background on SPACs

[9:47] A unique tontine structure

[14:38] Spinning Eagle SPAC

[16:50] SPACs vs SPARCs

[22:31] Valuation

[27:09] UMG's Economic Moat

Resources

PSTH Article 1:

https://yetanothervalueblog.substack.com/p/further-breaking-down-and-simplifying

 

PSTH Article 2:

https://yetanothervalueblog.substack.com/p/breaking-down-the-ridiculously-complex

 

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:

GET IN TOUCH WITH ERIC SCHLEIEN

Facebook  |  LinkedIn  | Twitter  | YouTube | GSCM | Instagram

Email: IntelligentInvesting@gmail.com

Disclosure: Eric Schleien and some SMA clients of Eric Schleien through Granite State Capital Management, LLC own shares of PSTH. Nothing here is investment advice. Do your own due diligence.  

Read Full Post »

NEW 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.

Podbean

This podcast is sponsored by Podbean.  Podbean is probably the easiest way to create your own podcast. We use Podbean to host the Intelligent Investing Podcast and my new podcast, The Eric Schleien Podcast.  Download the free Podbean Podcast App, to start, record, and publish your very own podcast in minutes.  Podbean provides everything you need to run your podcast and you can record and publish episodes directly from the app on your phone. Check it out!

TIKR.COM

This episode is brought to you by TIKR.com. This is a product I personally use for researching stocks at my firm. TIKR.com is focused on bringing institutional-quality investment research tools to individual investors. TIKR.com is powered by S&P Global CapitalIQ and has coverage of 50k+ stocks globally with financials, estimates, valuation metrics, ownership, transcripts, news, filings, and more. Join TIKR.com‘s free beta today with tikr.com/intelligent

NET NET HUNTER

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 am proud to be able to offer this service to my listeners. If this is something you’re interested in, please click here.

Summary

Today’s interview guest is Trey Henninger where we discuss the multi-bagger potential in Solitron Devices as well as do a recap on Entercom (now known as Audacy), and Northfield Precision.

You can listen to the former Northfield Precision podcast here, and the Entercom podcast episode, here.

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. By focusing on small companies, Trey hopes to find overlooked compounders at value prices. His favorite opportunities have a market cap below $50 million.

Show Notes

[00:02:50] What is Solitron?

[00:03:42] "I interviewed the CEO on my podcast" 

[00:04:29] This was at the time a $5 million market cap company. And they looked like they were going to earn something like half a million dollars to a million dollars ...

[00:05:58]  "I think the best way to  value the company is using an earnings analysis"

[00:09:27] Consistently profitable with strong moat

[00:12:52] Bought a new facility

[00:14:18] Company hitting an inflection point

[00:15:09] Recap on Entercom (ETM)

[00:17:29] Recap on Northfield Precision (NFPC)

RESOURCES

Connect With Trey Henninger

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:

GET IN TOUCH WITH ERIC SCHLEIEN

Facebook  |  LinkedIn  | Twitter  | YouTube | GSCM | Instagram

Email: IntelligentInvesting@gmail.com

Disclosure: Eric Schleien and some SMA clients of Eric Schleien through GSCM own shares of SODI & NFPC. Nothing here is investment advice. Do your own due diligence.  

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New 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.

TIKR.com

This episode is brought to you by TIKR.com. This is a product I personally use for researching stocks at my firm. TIKR.com is focused on bringing institutional-quality investment research tools to individual investors. TIKR.com is powered by S&P Global CapitalIQ and has coverage of 50k+ stocks globally with financials, estimates, valuation metrics, ownership, transcripts, news, filings, and more. Join TIKR.com's free beta today with tikr.com/intelligent

Net Net Hunter

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 am proud to be able to offer this service to my listeners. If this is something you're interested in, please click here.

Summary

Today I'm discussing the merger between Discovery Communications & WarnerMedia. I believe this situation provides an asymmetric risk profile. In the episode I outline the situation, valuation, and how I'm thinking about the investment opportunity. 

Show Notes

[1:55] Overview

[2:11] Market doesn't like the deal

[3:01] Makeup of the deal

[3:53] Will be spending more on content than Netflix

[4:34] Why is the stock down?

[8:15] John Malone

[9:18] Intrinsic value of Discovery Communications

Resources

About Eric Schleien

Eric Schleien is the Founder/CEO of Granite State Capital Management, LLC. In addition to being a value investor, 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

Facebook  |  LinkedIn  | Twitter  | YouTube | GSCM | Instagram

Email: intelligentInvesting@gmail.com

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This episode is also brought to you by TIKR.com. This is a product I personally use for researching stocks at my firm. TIKR.com is focused on bringing institutional-quality investment research tools to individual investors. TIKR.com is powered by S&P Global CapitalIQ and has coverage of 50k+ stocks globally with financials, estimates, valuation metrics, ownership, transcripts, news, filings, and more. Join TIKR.com's free beta today with tikr.com/intelligent

This episode 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 am proud to be able to offer this service to my listeners. If this is something you're interested in, please click here.

Summary

Join Eric Schleien with today's interview guest, Robert Jacobson, as they talk everything about entrepreneurship, technology advancements, and how you can invest in outer space. Robert admits he is no rocket scientist, but as you join us in this discussion, listen as he tells us the many non-hyperbolic real things that are developing right above us.

In this episode, Robert shares the different business models on space and technology exploration emerging in the industry today. From businesses leveraging the advantages of multiple small satellites, providing internet to remote areas, ultramodern telescopic devices, advanced GPS tracking, and even the fusion of VR technology and floatation tanks.

As you remain tuned in, find out more as Robert, later on, speaks of his book that gives us a great introduction to how the industry that will help change humanity is affecting us economically, socially, and more.

About Robert Jacobson

Robert is a hyper-connector, advisor, entrepreneur specializing in the emerging New Space economy. 

Robert Jacobson is an entrepreneur and investor driven by a life-long passion for space. A born improviser, team builder, and dealmaker, Robert approaches business challenges with a flexible and creative mindset. With a talent for developing nuanced, boundary-defying solutions, he creates effective bridges between various enterprises and worlds of experience—from merging interests and subject matter to propelling humanity forward via space's myriad offerings.

Robert authored the book Space Is Open for Business on democratizing the New Space economy.

Show Notes

  • [00:25] What outer space is doing for us.
  • [03:14] The XPRIZE – Getting a human to space.
  • [07:55] "It wasn't going to be through NASA."
  • [10:18] The space advancements by 2020.
  • [15:10] -An audacious goal of backing up Earth's civilization.
  • [17:07] On Astrabotic and the project – Great Pause.
  • [18:39] Floatation tanks – The closing thing to walking on outer space.
  • [21:15] The opportunities for space ventures today.
  • [26:34] New business models through satellite advancements, etc.
  • [35:17] A book on the industry that can help transform humanity.

Resources

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

Facebook  |  LinkedIn  | Twitter  | YouTube | GSCM | Instagram

Email: intelligentInvesting@gmail.com

 

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