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Eric Schleien discusses value investing, rational investment analysis, and vital mental models.
Episodes
Thursday Aug 01, 2019
Thursday Aug 01, 2019
In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with David J Flood. David is a private value investor based in the UK. His investing approach is grounded in the fundamental precepts of value investing based upon Ben Graham’s core concepts of ‘Intrinsic Value’ and ‘Margin of Safety’. His investment strategy involves looking at both ‘Deep Value and ‘Franchise Value’ situations and using the value investing framework to analyze the financial and corporate facets of a given prospective investment.
In this episode, we discuss Equitech International Corp (EQTL) which is a nanocap dark company. David wrote a blog post about the company not too long ago. If you enjoy reading about obscure companies on blogs such as NoNameStocks or OTC Adventures, then you’ll also enjoy David’s blog.
Monday Jul 15, 2019
Monday Jul 15, 2019
In this episode, Eric Schleien sits down with Jan Svenda to discuss Millennium Investment & Acquisition Company (MILC).
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.
He can also be reached via LinkedIn.
CONNECT WITH ERIC SCHLEIEN:
Visit Eric Schleien’s Podcast
Visit Eric Schleien’s Twitter:
Visit The Intelligent Investing Podcast’s Twitter
Like The Intelligent Investing Podcast on Facebook
Follow Eric Schleien on Facebook
Visit Granite State Capital Management’s Website
Follow Eric Schleien on Instagram
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/