The Intelligent Investing Podcast

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.

 

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SA Article: https://seekingalpha.com/article/4235934-southern-realty-podcast

Avoca, LLC (AVOA) is a publicly traded, non-reporting limited partnership that owns a 16,000-acre island off the coast of New Orleans. They have a few side businesses, some potential use for the land, and have a stock and bond portfolio worth the market cap. These dark companies are fun!

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A writeup of this podcast was also published on Seeking Alpha which you can find here: https://seekingalpha.com/article/4236410-want-buy-island-avoca-llc-podcast

In this episode, Eric Schleien & Anthony Waldichuk discuss Ojai Oil Company (OJOC). 

Anthony started out as a trader for what is now TD Ameritrade Institutional’s trading desk, moved onto LPL Financial where he traded equities, then moved over to trade fixed income instruments.

Then moved to the buy-side as a portfolio manager for Neosho Capital LLC, where he focused on international and emerging market equities. 

Retired in 2016 to oversee his real estate portfolio, but still dabbles in the stock market occasionally, mostly in the inefficient micro-cap space.

He can be followed on Twitter at @darkfirecapital 

Follow Eric on Seeking Alpha, Twitter, Facebook, LinkedIn, and GSCM.

 A writeup of this podcast was also published on Seeking Alpha which you can find here: https://seekingalpha.com/article/4235632-ojai-oil-company-podcast

In this episode, Eric Schleien & Brian Langis discuss the merits of investing in Cuba.

Hope you enjoy! 

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Follow Eric on Seeking Alpha, Twitter, Facebook, LinkedIn, and GSCM.

Disclosure: I, Eric Schleien, have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I also have no investments in Cuba nor plan to have investments in Cuba within the next 72 hours. I recorded this podcast myself, and it expresses my own opinions. I am not receiving compensation for it (other than from any kind of marketing or advertising on this platform). I have no business relationship with any company mentioned in this podcast. I have no business relationships with the government of Cuba.

 

In this episode, I interview a guy know by the handle, "Spekulatius". This is our second guest who would prefer to stay anonymous - and as always, I honor that commitment to privacy.

We talk about an obscure OTC company he owns called Queen City Investments (QUCT). For those of you who follow Nate Tobik who runs Oddball Stocks, he did a writeup on the company back in 2012 which you can see here. 

• Nate has also been interviewed on this podcast. The link to the episode is here
• A link to his blog post about it is here.

 

 A transcript for this episode is also available for this episode.

Hey guys, it's Eric Schleien. Today's episode I've recorded on Christmas Eve after a recent market correction. No interview today, just my own personal thoughts/commentary. If you're a seasoned investor and not worried about the market correction, this episode is NOT for you. However, if you're a listener who isn't a full-time investor and you're worried or overwhelmed by the recent stock market decline, I think it's crucial you listen to this to help cut through the emotional noise.

Links referenced in this episode:

1. What does it mean when stocks enter a ‘bear market?’

2. Is Holding Cash a Good Idea?

 

Transcript exclusively on SeekingAlpha 

If you could take 30 seconds and give us some honest feedback on iTunes, it would be much appreciated! 

In this episode, I discuss GCI Liberty (GLIBA) with Anthony Morley, founder of Delphi Value Investments. 

***Please consider taking 1 minute to give the podcast a recommendation on iTunes! It makes a difference and helps keep the show going!*** 

Episode #39 - Description & Show Notes

- Interview with John King, co-author of the New York Times Bestseller, Tribal Leadership

- Companies discussed: Netflix, Sears, Ben & Jerry's, Trupanion

- Discussion on Tribal Leadership Work + Bringing Aristotle's Work Back

- How this all ties into being a better business operator

- Discussions on Leadership & how the conversation is missing compared to many Eastern European countries who get it quicker

- John King's Udemy Course: Leadership by Design

If you register by November 1st, you get a 50% discount. Just use Coupon Code: INTELLIGENTINVESTING

 

 

In this episode, I bring Marcelo Lima back on to talk about his investment in Facebook (FB). Pretty interesting discussion. 

Disclosure: I own Facebook shares for both myself and my investors at Granite State Capital Management, LLC. This could change at any time without notice.

Additional disclosure: All information for this podcast was derived from publicly available information. Investors are encouraged to conduct their own due diligence into these factors.

Additional disclosure: This podcast represents the opinion of Eric Schleien as of the date of this podcast. The information set forth in this podcast does not constitute a recommendation to buy or sell any security. This article contains certain "forward-looking statements," which may be identified by the use of such words as "believe," "expect," "anticipate," "should," "planned," "estimated," "potential," "outlook," "forecast," "plan" and other similar terms. All are subject to various factors, any or all of which could cause actual events to differ materially from projected events. This podcast is based upon information reasonably available to Eric Schleien and obtained from sources that Eric Schleien believes to be reliable; however, such information and sources cannot be guaranteed as to their accuracy or completeness. Eric Schleien makes no representation as to the accuracy or completeness of the information set forth in this podcast and undertakes no duty to update its contents. Eric Schleien may also sell any investments mentioned in this podcast at any point in time without providing notice. Eric Schleien encourages all listeners of The Intelligent Investing Podcast to do their own due diligence.

Eric Schleien & Marcelo Lima talk about Amazon (AMZN).

Marcelo is the Founder & Managing Member of Heller House. 
Eric is the Founder & CEO of Granite State Capital Management, LLC