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Eric Schleien discusses value investing, rational investment analysis, and vital mental models.
Episodes
Wednesday May 20, 2020
Wednesday May 20, 2020
OTC Stock Manual
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Summary
In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Jan Svenda to discuss Altair (ATCD), a dark OTC stock.
Articles
- Altair Corp Update (SeekingAlpha)
- Obscure, But Likely Attractive (SeekingAlpha)
About Jan Svenda
Jan is a “deep value” investor/analyst mainly focused on the US small-cap and micro-cap universe. He started out with a long-only bias (stocks trading close to NCAV etc.) which led to his interest in the OTC world.
Jan now covers this space through his exclusive newsletter service where he shares his latest long ideas and a watchlist of OTC stocks which should help subscribers generate material returns and allow them to “monitor” the OTC space more efficiently.
The service also acts as a community of engaged members who share the same focus. On top of this, he is interested in short-focused research especially in the thesis revolving around accountancy or earnings manipulation.
From time to time he also contributes to Safety in Value’s marketplace ‘Microcap Review’.
STAYING IN TOUCH WITH JAN SVENDA
To learn more about Jan and his manual of OTC stocks, you can visit his website.
He can also be reached via LinkedIn.
Staying In Touch With Eric Schleien
Disclosure
Eric Schleien and clients of his company Granite State Capital Management have no position in Altair. I, Eric Schleien, recorded this podcast myself, and it expresses my own opinions. This episode should not be considered investment advice. Please do your own due diligence.
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