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Eric Schleien discusses value investing, rational investment analysis, and vital mental models.
Episodes
Tuesday Jul 06, 2021
Tuesday Jul 06, 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. 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
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