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Eric Schleien discusses value investing, rational investment analysis, and vital mental models.
Episodes
Tuesday Jun 15, 2021
Tuesday Jun 15, 2021
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.
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Summary
In 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
[3:06] Walmart vs Target
[7:11] Returns on Invested Capital & Re-investment opportunity
[8:14] Valuing Target
[9:40] Corporate waste at Walmart
Resources
- Seeking Alpha Articles by Andrew Sather
- E-Investing for Beginners
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