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Episodes
Eric Schleien discusses value investing, rational investment analysis, and vital mental models.
Episodes
Friday Sep 21, 2018
Friday Sep 21, 2018
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Show Summary:
In this episode, I interview Danielle Strachman who is the general partner of the 1517 fund. What is the 1517 fund you might be asking? Well, it’s pretty rad, hence why I wanted to bring Danielle on the show. 1517 supports teams with grant, pre-seed, and seed funding for technology startups. Their focus is on makers, hackers, and scientists interested in working outside tracked institutions because they believe that the path geared towards higher education is not for all. And unlike Shark Tank, where it’s all about the hot marketing pitch, they have a very different philosophy on how they find their founders - one which I believe makes for a much more “Intelligent” & rational investment framework for this space.
For more about their philosophy and how they do things, I HIGHLY recommend reading what Danielle wrote on Medium called The 1517 Anti-Pitch Playbook. The link is here: https://medium.com/1517/a-1517-anti-pitch-playbook-683f70ffa85c
Danielle also has a very fascinating background. In 2010, during the founding of the Thiel Fellowship, she joined the organization to lead the design and operations. She is the visionary behind the Thiel Summit series that has been attended by some 2000 young entrepreneurs. Previous to her work with Peter Thiel, Danielle founded and directed Innovations Academy in San Diego, a K-8 charter school serving 350 students, with a focus on student-led project based learning and other alternative programs.
Basically, this woman is a total badass and it was an honor to have her on the show.
For more info on the 1517 Fund you can go to: http://www.1517fund.com
To read some of their articles you can check out their Medium page here: https://medium.com/@1517
To get in contact with Danielle directly (do you have a tech idea that’s scalable and think it can change the world but nobody will listen to you?…then def email her!!): danielle@1517fund.com
Hope you enjoy the episode!
Kindly,
Eric Schleien
Thursday Sep 13, 2018
Thursday Sep 13, 2018
Eric Schleien of Granite State Capital Management, LLC & Anthony Morley of Delphi Investments discuss the Liberty Atlanta Braves which is a tracking stock of Liberty Media.
Wednesday Sep 05, 2018
Wednesday Sep 05, 2018
In this interview, I interview Dan Schum from NoNameStocks.com. I've had Dan on before for his very first podcast interview and he's back on today to speak about Fortran Corp. There's a blog post he wrote about the company recently as well which I link here: http://www.nonamestocks.com/2018/08/frtn-is-why-i-buy-all-these-junk-stocks.html
Hope you enjoy the episode,
Eric Schleien
Tuesday Jul 31, 2018
Tuesday Jul 31, 2018
In this episode, I interview Whitney Tilson who is the founder of Kase Learning and someone I have known since I'm a teenager. Before starting Kase Learning, Whitney founded and, for nearly two decades, ran Kase Capital Management, which managed three value-oriented hedge funds and two mutual funds. He is also the co-founder of Value Investor Insight, an investment newsletter. Whitney has co-authored two books, The Art of Value Investing: How the World's Best Investors Beat the Market (2013) and More Mortgage Meltdown: 6 Ways to Profit in These Bad Times (2009), was one of the authors of Poor Charlie’s Almanack (2005), the definitive book on Berkshire Hathaway Vice Chairman Charlie Munger, and has written for Forbes, the Financial Times, Kiplinger’s, the Motley Fool and TheStreet.com. He was featured in two 60 Minutes segments in December 2008 about the housing crisis (which won an Emmy) and in March 2015 about Lumber Liquidators, was one of five investors included in SmartMoney’s 2006 Power 30, was named by Institutional Investor in 2007 as one of 20 Rising Stars, has appeared dozens of times on CNBC, Bloomberg TV and Fox Business Network, was on the cover of the July 2007 Kiplinger’s, has been profiled by the Wall Street Journal and the Washington Post, and has spoken widely on value investing and behavioral finance.
He served for two years on the Board of Directors of Cutter & Buck, which designs and markets upscale sportswear, until the company was sold in early 2007. Prior to launching his investment career in 1999, Mr. Tilson spent five years working with Harvard Business School Professor Michael E. Porter studying the competitiveness of inner cities and inner-city-based companies nationwide. He and Professor Porter founded the Initiative for a Competitive Inner City, of which Mr. Tilson was Executive Director. Mr. Tilson also led the effort to create ICV Partners, a national for-profit private equity fund focused on minority-owned and inner-city businesses that has raised nearly $500 million. Before business school, Mr. Tilson was a founding member of Teach for America and then spent two years as a consultant at The Boston Consulting Group.
Mr. Tilson received an MBA with High Distinction from the Harvard Business School, where he was elected a Baker Scholar (top 5% of class), and graduated magna cum laude from Harvard College, with a bachelor’s degree in Government. Mr. Tilson is an avid mountaineer and has climbed Mt. Kilimanjaro, Mt. Blanc, the Matterhorn and the Eiger. He also competes in obstacle course races regularly and is the all-time record holder in the 50+ age group at the 24-hour World’s Toughest Mudder, having completed 75 miles and nearly 300 obstacles in 2016. Mr. Tilson spent much of his childhood in Tanzania and Nicaragua (his parents are both educators, were among the first couples to meet and marry in the Peace Corps, and have retired in Kenya). Consequently, Mr. Tilson is involved with a number of charities focused on education reform and Africa. For his philanthropic work, he received the 2008 John C. Whitehead Social Enterprise Award from the Harvard Business School Club of Greater New York. He was a member (and, for two years, served as Chairman) of the Manhattan chapter of the Young Presidents’ Organization. Mr. Tilson lives in Manhattan with his wife and three daughters.
Kase Learning Website: https://www.kaselearning.com/
Hope you enjoy the episode!
Best,
Friday Jul 27, 2018
Friday Jul 27, 2018
In this episode, I interview Dan Schum who runs an incredible blog called NoNameStocks.com. We go over how Dan got into researching some of the most obscure investment securities on the planet and we discuss a few names during the show. This is an episode you won't want to miss! All the best, Eric Schleien.
PS - For full disclosure, clients at Granite State Capital Management, LLC (my firm) hold shares in CNGA & HAUP. Nothing in this podcast is a recommendation and is for informational purposes only.
Wednesday Jul 18, 2018
Wednesday Jul 18, 2018
In this episode Eric Schleien & Brian Langis discuss Tesla.
Show Notes:
- Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future: https://amzn.to/2Lt5ujw
- Washington Post Article
- ***UPDATE**** FOLLOW UP ARTICLE TO THE PODCAST courtesy of Brian Langis: https://seekingalpha.com/article/4192506-tesla-bulls-vs-bears
Brian is a Chartered Business Valuation (CBV) by profession and also manages an investment holding company.
Blog: http://www.brianlangis.com/
SeekingAlpha: https://seekingalpha.com/author/brian-langis/articles#regular_articles
Best,
My personal website: http://www.EricSchleien.com
Granite State Capital Management, LLC: http://www.GSCM.co
Friday Jul 06, 2018
Friday Jul 06, 2018
Hello, it's Eric Schleien again! On this episode, I interview Tom Jacobs of Huckleberry Capital Management. We discuss special situations investments and unravel a very interesting financial mystery as it relates to a relatively unknown investment manager many decades ago.... Maurece Schiller.
{the sound is a little weird at the beginning and I did my best to fix the sound here}
To find out more about Tom and Hucklberry, visit the website: https://www.investhuckleberry.com/
Best,
Eric
Wednesday Jun 27, 2018
Wednesday Jun 27, 2018
Hello! It's Eric Schleien again and this episode I interview Brian Langis who is a business appraiser out in Canada, eh!
We discuss the Canadian Stock Market, and take a dive into the merits of Brookfield Asset Management run by Bruce Flatt as well as some other random stuff like some insanely crazy filing from Access Power. Check out the link, it's literally batshit insane! https://www.reddit.com/r/SecurityAnalysis/comments/8spm8m/the_worst_10kq_that_i_have_ever_seen_should_be/
Brian Langis is a Chartered Business Valuation (CBV) by profession and also manages an investment holding company.
Best,
Friday May 04, 2018
Friday May 04, 2018
Eric Schleien and Tim Bergin discuss the Irish Bank, Permanent tsb.
Tim is the founder of OnBeyondInvesting
Eric serves as the CEO of Granite State Capital Management, LLC - an investment management firm based in New Hampshire.
Wednesday May 02, 2018
Wednesday May 02, 2018
Eric Schleien and Tim Bergin discuss Kinder Morgan Canada
Tim is the founder of OnBeyondInvesting
Eric serves as the CEO of Granite State Capital Management, LLC - an investment management firm based in New Hampshire.