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Eric Schleien discusses value investing, rational investment analysis, and vital mental models.
Episodes
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/
Friday Mar 22, 2019
Friday Mar 22, 2019
Episode #53 of the Intelligent Investing Podcast brings back Brian Langis to discuss the recent transaction between Brookfield Asset Management (BAM) and Oaktree Capital, LLC (OAK).
Full Link:
Connect with Brian Langis:
Visit Brian Langis' BLOG: https://brianlangis.wordpress.com/author/brianlangis/
Visit Brian Langis' SEEKING ALPHA: https://seekingalpha.com/author/brian-langis
Visit Brian Langis' LINKEDIN: https://www.linkedin.com/in/brianlangis/
Visit Brian Langis's FACEBOOK: https://www.facebook.com/brian.langis
Visit Brian Langis' TWITTER: https://twitter.com/absolut_brian
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/
Tuesday Feb 26, 2019
Tuesday Feb 26, 2019
In this episode, Eric Schleien and Brian Langis discuss Warren Buffett's CNBC interview from Monday, February 25, 2019. We also discuss Warren Buffett's letter that was recently released on Saturday. You can find a podcast on the letter, here: https://intelligentinvesting.podbean.com/e/2018-berkshire-hathaway-letter-to-shareholders-intelligent-investing-podcast-eric-schleien/
Show Links:
1) CNBC Full Interview with Warren Buffett: https://www.cnbc.com/video/2019/02/25/warren-buffett-cnbc-full-interview-berkshire-hathaway.html
Connect with Brian Langis:
Visit Brian Langis' BLOG: https://brianlangis.wordpress.com/author/brianlangis/
Visit Brian Langis' SEEKING ALPHA: https://seekingalpha.com/author/brian-langis
Visit Brian Langis' LINKEDIN: https://www.linkedin.com/in/brianlangis/
Visit Brian Langis's FACEBOOK: https://www.facebook.com/brian.langis
Visit Brian Langis' TWITTER: https://twitter.com/absolut_brian
Connect with Eric Schleien:
Visit Eric Schleien's PODCAST: http://intelligentinvesting.podbean.com
Visit Eric Schleien's WEBSITE: https://www.EricSchleien.com
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/
Saturday Feb 23, 2019
Saturday Feb 23, 2019
Warren Buffett released his letter to shareholders this morning. I break it down with my thoughts and go over some of the key highlights.
The full letter can be found here: http://www.berkshirehathaway.com/2018ar/linksannual18.html
If you'd like to connect with me regarding the letter to discuss more, feel free to reach out!
Connect with Eric Schleien:
Visit Eric Schleien's PODCAST: http://intelligentinvesting.podbean.com
Visit Eric Schleien's WEBSITE: https://www.EricSchleien.com
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/
Tuesday Feb 19, 2019
Tuesday Feb 19, 2019
In this episode, @EricSchleien interviews @DavidYarus who is the founder of mllnnl, a millennial marketing agency that helps global brands and non-profits understand and engage the modern consumer. David is also the founder of JSwipe, the world's largest and fastest-growing Jewish dating app, with more than 1 million users across 70 countries - acquired by Spark Networks in 2015. He is passionate about human connection, millennial empowerment, and all things #future. Previously, David was the general manager of Mr Youth, where he ran the youth marketing for brands like Coca-Cola, Microsoft, and Spotify. David spends his free time thinking about Facebook ad strategy, studying consumer behavior, and exploring the interplay of presence and hustle.
Links:
Saturday Feb 09, 2019
Saturday Feb 09, 2019
This was one of the most comprehensive and incredible interviews I've done. I don't think I've ever had so much fun doing an episode. Yes, I know, I know, this episode is LONG AF!!! 2 hours. It's insane. However, Scott is one amazing individual and it was a total honor to interview him.
Scott has led Transformational programs for over 100,000 people all over the world. The dude has coached top executives from all fields, award-winning architects and designers, Oscar and Tony-winning actors, Grammy Award-winning musicians and composers, athletes from the NBA, NFL and Formula 1, renowned chefs and tech startup geniuses. His practice brings together in-depth thinking from Silicon Valley with the wisdom and practices of advanced consciousness development. He gets FLOW and TEAM in a way that most others talk about in a way that makes want to roll my eyes, puke a little bit, and then call BULLSHIT on! Scott is the real deal.
We talk a little bit about Tribal Leadership which was discussed on previous episodes when I brought New York Times Bestselling author John King who invented the Tribal Leadership Technology onto the show, TWICE:
Links are here:
#Episode 39: John King, Netflix, Tribal Leadership
And also here: John King - Tribal Leadership - A New Model for Shareholder Activism
You can reach out to Scott on his LinkedIn: https://www.linkedin.com/in/scottforgey/
And of course you can follow Me on Seeking Alpha, Twitter, Facebook, LinkedIn, and GSCM.
Tuesday Feb 05, 2019
Tuesday Feb 05, 2019
The company was established in the 1870s in Oklahoma. The date and place invoke images of cowboys and Indians, saloons and western movies. Those days are long gone and the company now consists of three things, their Oklahoma stockyard that's still transacting cattle, a plot of empty land near St. Louis, and an ownership interest in a golf course.
Follow Eric on Seeking Alpha, Twitter, Facebook, LinkedIn, and GSCM.
Following Anthony on Twitter
Saturday Feb 02, 2019
Saturday Feb 02, 2019
In this episode, Eric Schleien & Anthony Waldichuk discuss Scope Industries (SCPJ). Company is super under the radar. The CEO has been at the helm for 6 decades and has built a pretty good long-term track record as a value investor. Was amazed that I had never heard of him before this episode. Totally interesting stuff! Anthorny refers to the CEO as the Poor Man's Warren Buffett.
Hope you enjoy!
Follow Eric on Seeking Alpha, Twitter, Facebook, LinkedIn, and GSCM.
Saturday Jan 26, 2019
Saturday Jan 26, 2019
In this episode, Eric Schleien & Anthony Waldichuk discuss Southern Reality (SRLY) which is an oil & gas royalty business with a stock and bond portfolio attached.
Follow Eric on Seeking Alpha, Twitter, Facebook, LinkedIn, and GSCM.
SA Article: https://seekingalpha.com/article/4235934-southern-realty-podcast