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Eric Schleien discusses value investing, rational investment analysis, and vital mental models.
Episodes
Thursday Jun 17, 2021
Thursday Jun 17, 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
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
- Seeking Alpha Articles by Andrew Sather
- E-Investing for Beginners
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