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Eric Schleien discusses value investing, rational investment analysis, and vital mental models.
Episodes
Wednesday Apr 18, 2018
Wednesday Apr 18, 2018
Big shout out to our sponsor for this episode.... VPN.com !!!
On this episode of The Intelligent Investing Podcast, Eric Schleien interviews Tim Bergin once again to touch base after having him on a year prior.
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.
Thursday Mar 08, 2018
Thursday Mar 08, 2018
In this episode, Travis Wiedower comes back on the show to discuss 3 different companies at:
- Calloway's Nursery
- FranklinCovey
- Issuer Direct Corp
Travis is the founder of Wiedower Capital: http://www.wiedowercapital.com/
He also runs a great blog: https://traviswiedower.com/
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Tuesday Feb 27, 2018
Tuesday Feb 27, 2018
In this episode, Eric Schleien interviews Peter Buffett who is the son of Warren Buffett. This is a recording from 2010, about a week after Peter Buffett wrote his book, "Life Is What You Make It". Eric did this special interview on WRUB Radio at the University at Buffalo in Buffalo, NY.
If you'd like to support Peter Buffett via buying his book, you can purchase at this link: http://amzn.to/2BTmYmZ
Tuesday Feb 27, 2018
Tuesday Feb 27, 2018
Eric Schleien interviews Tobias Carlisle.
Show Notes:
The websites The Acquirer’s Multiple® and Greenbackd
- The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market (Kindle) (and paperback)
- Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014, Wiley Finance),
- Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012, Wiley Finance)
- Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016, Wiley Finance)
Tuesday Feb 27, 2018
Tuesday Feb 27, 2018
In today's episode, Eric Schleien interviews Scott Thompson, Chairman & CEO of Ameritrust Group based in Tampa, Florida.
Scott Thompson, MBA, was previously managing director of Intrinsic Value Capital. Scott is a disciple of value investors Warren Buffett, Charlie Munger, Ben Graham, and Phil Fisher. Scott implements rigorous quantitative and qualitative value investing strategies, minimizes risk, and is an expert at identifying undervalued assets.
Scott graduated from Northern Illinois University in 1991 with his Bachelor of Science Degree. Then, graduated summa cum laude from Aspen University with his MBA, earning the “Graduate Student of the Year” award. After college, he worked with several Fortune-500 companies including Merrill Lynch/Bank of America and served as Vice President of an investment bank.
Like Buffett, Scott is committed to philanthropy and has donated financially as well as thousands of volunteer hours to help those in need. Scott served on numerous boards and charity organizations, including Allina Health’s “Courage Kenny Rehabilitation Institute,” which is the 5th largest healthcare rehabilitation organization in the United States. He has organized and attended large charity events across the country with friend Peter Buffett (author, musician, philanthropist, and son of billionaire investor Warren Buffett). Scott enjoys authoring books, hosting book-signing events, and running his successful investment partnership AMERITRUST GROUP based in Tampa, Florida. For more info visit: AmeritrustCorp.com
Links mentioned in the show:
VIDEO #1: WARREN BUFFETT recommending to invest into residential real estate, similar to Scott Thompson’s AMERITRUST GROUP investment strategy:
Tuesday Feb 27, 2018
Tuesday Feb 27, 2018
Show Notes For Episode #17
In this interview Eric Schleien goes through an investment case study Jason Rivera recommended to his subscribers and for the portfolios he manages about a small and obscure company that has almost tripled since 2015.
When he recommended them he titled the issue The Next GE and in this interview we go over why he thought that.
Link #1: October 2015 Press On Research Issue – The Next GE BESIY
Link #2: OTC Market Database link
BIO:
Jason Rivera is a self-taught value investor who focuses on small and obscure public and private companies to buy for his investors.
Through the first five full years of his investment career he has produced returns of 29.7% for investors – on average not compounded – every year. This is better than the 25.4% the great Warren Buffett produced in the first five years of his career.
He’s run his blog Value Investing Journey for more than half a decade now and has been named by two separate sites as one of top 50 Value Investing sites in the world.
He is the author of the acclaimed value investing education book How To Value Invest.
He wrote a 60-page booklet called On Float which details the immense power of investment float.
He has also written for several publications and investment newsletters including:
• Seeking Alpha
• Guru Focus
• Insider Monkey
• And The Palm Beach Research Group among others.
Jason Rivera is the Chairman, CEO, and Founder of his investment holding company Rivera Holdings LLC. in the Tampa, Florida area. He runs his newly formed marketing agency Rivera Brothers Marketing with his brother Kevin, also out of the Tampa, Florida area.
He coaches and mentors others on how to become great value investors through powerful and effective coaching programs and courses.
He also provides consultancy services on business analysis, valuation, marketing, copywriting, speaking, among other things.
And he is also a member of the Rutgers University CX Advisory Board which focuses on teaching students marketing, about the customer experience, the sales process, entrepreneurship, and more.
Friday Feb 16, 2018
Friday Feb 16, 2018
In this episode I interview Travis Wiedower {pronounced we-adore} who is the managing director of Wiedower Capital and the founder of the blog, "Egregiously Cheap".
We discuss a microcap stock that Travis believes you could hold for 10 years as well as two other companies that are the best in the industry with what he believes is a decade plus of fantastic growth ahead.
Very interesting interview and hopefully "you-adore" him after listening!
Friday Feb 16, 2018
Friday Feb 16, 2018
In this episode I interview Doug Mohn the Founder of NoCalledStrikes.com
Enjoy!
Friday Feb 16, 2018
Friday Feb 16, 2018
In this episode, I interview someone who I have agreed to keep anonymous due to his wanting to stay low key and under the radar. He goes by the pseudonym DTEJD1997 when he writes.
DTEJD1997 has been investing family money for over 20 years. He invests in under the radar obscure securities and will go where anything is cheap.
Hope you enjoy the episode,
Eric
Friday Feb 16, 2018
Friday Feb 16, 2018
Recorded at Murphy's Taproom in Manchester, NH we bring you Dan McGuire who is a founding partner at Two Coast Capital and has a very interesting career as an angel investor. He's one of the original investors in Marvel and in this episode, he explains how to apply a value framework to Angel Investing.