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Eric Schleien discusses value investing, rational investment analysis, and vital mental models.
Episodes
Thursday Jul 04, 2019
Thursday Jul 04, 2019
Episode Summary
In this episode of The Intelligent Investing Podcast, Eric Schleien interviews DTEJD1997 to discuss an under-the-radar company called Caledonia Mining.
Tuesday Jun 04, 2019
Tuesday Jun 04, 2019
In this episode, Eric Schleien sits down with Jan Svenda to discuss Conair Corp (CNGA), which is an obscure OTC stock.
CNGA was talked about briefly in EP. 29 with Dan Schum of NoNameStocks which you can listen to here.
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 covered this space through his exclusive newsletter service where he shared 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.
Connect with Jan Svenda
- To learn more about Jan and his manual of OTC stocks, you can visit his website.
- Jan can also be reached via LinkedIn.
Connect With Eric Schleien
Sunday Jun 02, 2019
Sunday Jun 02, 2019
In this episode, Eric Schleien sits down with Geoff Gannon to discuss NACCO Industries (NC). NACCO Industries is an American publicly traded holding company, headquartered in Cleveland, Ohio, involved in the coal mining, small appliance and specialty retail industries. Not long ago, the company spun off Hamilton Beach.
Connect With Geoff Gannon
- Visit Geoff's Podcast: Focused Compounding
- Visit Geoff's Website
Connect With Eric Schleien
Wednesday May 29, 2019
Wednesday May 29, 2019
Is Detroit Real Estate a hot-bed for value investors? Eric Schleien interviews DTEJD1997 who is from the area to discuss.
Connect With Eric Schleien
Saturday May 18, 2019
Saturday May 18, 2019
In this interview, Eric Schleien sits down with Jan Svenda to discuss Mills Music Trust.
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 covered this space through his exclusive newsletter service where he shared 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.
Connect 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.
Connect With Eric Schleien
Friday May 10, 2019
Friday May 10, 2019
OTC Investing Jan Svenda
In this interview, Eric Schleien sits down with Jan Svenda to discuss OTC Investing.
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 a community of engaged members who share the same focus. On top of this, he is interested in short-focused research especially in thesis revolving around accountancy or earnings manipulation.
From time to time he also contributes to Safety in Value's marketplace 'Microcap Review'.
Connect with Jan Svenda
To learn more about Jan and his manual of OTC stocks, you can visit his website at: https://jansvenda.com/
He can also be reached via LinkedIn.
Link to podcast: https://ericschleien.com/podcast/jan-svenda-otc-investing/
Connect with Eric Schleien:
Visit Eric Schleien's Podcast: https://www.EricSchleien.com/Podcast
Visit Eric Schleien's Twitter: https://twitter.com/ericschleien
Visit The Intelligent Investing Podcast's Twitter: https://twitter.com/investingcast
Like The Intelligent Investing Podcast on Facebook: https://www.facebook.com/theintelligentinvestingpodcast/
Follow Eric Schleien on Facebook: https://www.facebook.com/eric.schleien
Visit Granite State Capital Management's Website: https://www.GSCM.co
Follow Eric Schleien on Instagram: https://www.instagram.com/ericschleien/
Friday May 03, 2019
Friday May 03, 2019
Eric Schleien sits down with fund manager, Christian Olesen to discuss his largest position, Cambria Automobiles, based in the UK.
Christian is a value investor who is not afraid to go anywhere and everywhere to look for value. He's invested in many obscure markets and obscure securities and we discuss some of those themes on this episode as well. For any hardcore value investing junkie, this episode is one you will surely not want to miss.
About Christian
Christian Olesen is the investment manager of the Olesen Value Fund. Previously, Christian worked in a dual role of Analyst and Trader for Xaraf Management, a group within Paloma Partners that focuses on a variety of equity and credit strategies. Before that, Christian was Senior Associate in the research department of DebtTraders Group, a New York-based broker-dealer specializing in distressed and high yield bonds, and Senior Financial Analyst in the corporate finance advisory services group of Stern Stewart & Co., a New York-based financial advisory firm best known for its proprietary EVA® (Economic Value Added) concept. Christian holds a B.S. in Economics, with concentrations in Finance and Accounting, from The Wharton School, University of Pennsylvania. He also holds the CFA (Chartered Financial Analyst) designation.
Christian can be reached through LinkedIn
Connect with Eric Schleien:
Visit Eric Schleien's Podcast: https://www.EricSchleien.com/Podcast
Visit Eric Schleien's Twitter: https://twitter.com/ericschleien
Visit The Intelligent Investing Podcast's Twitter: https://twitter.com/investingcast
Like The Intelligent Investing Podcast on Facebook: https://www.facebook.com/theintelligentinvestingpodcast/
Follow Eric Schleien on Facebook: https://www.facebook.com/eric.schleien
Visit Granite State Capital Management's Website: https://www.GSCM.co
Follow Eric Schleien on Instagram: https://www.instagram.com/ericschleien/
Thursday Apr 25, 2019
Thursday Apr 25, 2019
Eric Schleien sits down with DTEJD1997 about Butler National (BUKS).
This is a nano-cap company engaged in avionics, casino gambling (owning and managing) and design services. It's a mini-conglomerate so-to-speak.
In the past few years, even with mediocre earnings, BUKS has been cash flow positive and has used that free cash flow to substantially pay down debt.
You can listen to the full analysis in this episode.
As always, I keep the identity of DTEJD1997 private and nothing in this podcast should be deemed as a buy or sell recommendation of any security. As of the time of this writing, myself, Eric Schleien, nor clients of Granite State Capital Management, LLC own any shares of BUKS. However, that could change at any time without prior notice.
Connect with Eric Schleien:
Visit Eric Schleien's Podcast: https://www.EricSchleien.com/Podcast
Visit Eric Schleien's Twitter: https://twitter.com/ericschleien
Visit The Intelligent Investing Podcast's Twitter: https://twitter.com/investingcast
Like The Intelligent Investing Podcast on Facebook: https://www.facebook.com/theintelligentinvestingpodcast/
Follow Eric Schleien on Facebook: https://www.facebook.com/eric.schleien
Visit Granite State Capital Management's Website: https://www.GSCM.co
Follow Eric Schleien on Instagram: https://www.instagram.com/ericschleien/
Thursday Apr 18, 2019
Thursday Apr 18, 2019
Episode #55: Eric Schleien sits down with Gautam Baid to discuss his new book, The Joys Of Compounding.
The Joys Of Compounding is a celebration of the value investing discipline. It takes investors beyond stocks and business fundamentals to give them a valuable and compelling life philosophy. All lifelong learners will find this book immensely useful as a timeless source of insight and inspiration.
“Compound interest,” Albert Einstein reputedly said, “is the most powerful force in the universe.” So what happens when you apply such an incredible power to knowledge building? You become a learning machine.
In The Joys Of Compounding, Gautam Baid integrates the wisdom, strategies, and thought processes of over 200 preeminent figures in history whose teachings have stood the test of time. Distilling generations of investment and life lessons and compiling it with his personal experiences into a comprehensive guide on value investing, Baid demonstrates their practical applications in the areas of business, investing, and decision making.
Gautam Baid, CFA, is Portfolio Manager at Summit Global Investments, an SEC-registered investment advisor based out of Salt Lake City, Utah. Previously, he served at the Mumbai, London, and Hong Kong offices of Citigroup and Deutsche Bank as Senior Analyst in their healthcare investment banking teams. Gautam is a CFA® charterholder and member of CFA Institute, USA; an MBA in Finance from Nirma University, India; and an MS in Finance from ICFAI University, India.
He is a strong believer in the virtues of compounding, good karma, and lifelong learning. Gautam’s views and opinions have been published on various forums in print, digital, and social media. In 2018, he was profiled in Morningstar’s Learn From The Masters series.
Learn more at www.TheJoysOfCompounding.com and connect with Gautam on Twitter @Gautam__Baid.
You can order The Joys Of Compounding on Amazon & The Book Depository
Disclaimer: The views and opinions expressed by Gautam Baid are solely his own and do not reflect the views of Summit Global Investments. Any recommendations, examples, or other mentions of specific investments or investment opportunities of any kind are strictly provided for informational and educational purposes and do NOT constitute an offering or solicitation, nor should any material herein be construed as investment advice.
Monday Apr 08, 2019
Monday Apr 08, 2019
Eric Schleien interviews DTEJD1997 about Meritage Hospitality Group (MHGU). The company has an interesting model. They are buying up Wendy's franchises at 4x EBITDA, often from people who want out of the business. The stock trades at low multiples to earnings. Could be an interesting long-term investment. As always, I keep the identity of DTEJD1997 private and nothing in this podcast should be deemed as a buy or sell recommendation of any security. As of the time of this writing, myself, Eric Schleien, nor clients of Granite State Capital Management, LLC own any shares of MHGU. However, that could change at any time without prior notice.
Connect with Eric Schleien:
Visit Eric Schleien's Podcast: https://www.EricSchleien.com/Podcast
Visit Eric Schleien's Twitter: https://twitter.com/ericschleien
Visit The Intelligent Investing Podcast's Twitter: https://twitter.com/investingcast
Like The Intelligent Investing Podcast on Facebook: https://www.facebook.com/theintelligentinvestingpodcast/
Follow Eric Schleien on Facebook: https://www.facebook.com/eric.schleien
Visit Granite State Capital Management's Website: https://www.GSCM.co
Follow Eric Schleien on Instagram: https://www.instagram.com/ericschleien/