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Eric Schleien discusses value investing, rational investment analysis, and vital mental models.
Episodes
Friday May 21, 2021
Friday May 21, 2021
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Summary
In this episode I sit down with Evan Bleker to discuss what he's currently doing in the net-net world for 2021. It was a pleasure to have him back on the show. We discussed the big winners from 2020 and biggest losers. One of the big winners we discussed was a net-net stock called Polar Power. We also discussed how tanker stocks were the biggest losers for 2020 as well. We then discuss Evan's general net-net strategy, and a few stocks such as Kaspien, Playmate Toys, and TLV Holdings. If you're interested in investing in net-net stocks you won't want to miss this.
Show Notes
[00:21] Discussing the net-net portfolio for 2020
[00:44] Big winners and losers of 2020
[00:48] Polar Power
[01:59] Tankers
[02:49] Kaspien
[10:18] Playmates Toys
[15:05] TLV Holdings
[26:15] ADDvantage Technologies
Resources
Evan Bleker's Book on Amazon
Eric Schleien's Book on Amazon
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.
Evan discussed Warren Buffett’s net net investing practice during his partnership. Further resources available here:
You can follow Evan’s portfolio performance here:
You can sign up for his free newsletter on the Net Net Hunter home page.
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.
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