The Intelligent Investing Podcast

Pipeline Company Below Liquidation Value and More - Tim Bergin - onbeyondinvesting.com

Had a really interesting interview with Tim Bergin who runs the newsletter at onbeyondinvesting.com

We discuss a pipeline company that's trading at a discount to liquidation value, bonds, preferreds, equity, and both the Canadian and American markets. Tim has a really interesting and diverse background:

12 years of experience as a trader on a Proprietary Credit trading desk in New York and Toronto, and at hedge funds in Toronto.  In that time, Tim traded and invested in all asset categories - bonds, derivatives and equities - globally.  Wanting more freedom, Tim decided to focus on managing his own portfolio and investments.  He enjoys reading, learning and thinking deeply about markets and investments. 

Investing Style

His investing style focuses on value; buying good companies well below fair value or finding mispriced securities with a lot more upside than downside.  This approach is a disciplined one with a long-term focus.  He's opportunistic and focuses on areas of the market where recent volatility or apathy may create opportunity.

An episode you absolutely won't want to miss!

John Malone's Liberty Companies + Investing in Kinder Morgan - Anthony Morley - Delphi Value Investments

This episode I interview Anthony Morley who is the Founder of Delphi Value Investments. Talks about some of the Liberty companies run by John Malone and Greg Maffei as well as a look into Kinder Morgan. 

Value Investing in India - Gobinath Balasubramanian, Chief Investment Officer of GB Investments

Episode 5, Eric Schleien interviews Gobinath Balasubramanian. We discuss everything from value investing in India to finding value in niche situations.

Gobinath Balasubramanian is the Chief Investment Officer of GB Investments LLC, which he founded in 2016.

Gobinath is a graduate from The University of Tampa – Sykes School of Business in Tampa, FL where he earned his Masters Degree in Finance.  He performed his undergraduate studies at St. Peters Engineering college, in Chennai, India, earning a Bachelor of Engineering degree in Electronics and Communication.  He holds the Series 65 license.

Real Estate Market opportunities via government regulations - Nick Berry and Cam Rock - Berry-Rock Capital

In this episode, Eric Schleien interviews Nick Berry and Cam Rock of Berry-Rock Capital. In the episode Nick & Cam talk about having a margin of safety through exploiting real estate market disclocation caused by government regulations and investing in undervalued people. Really fascinating stuff and hope you enjoy.

Interview with Jason Rivera - Chairman, CEO, and Founder of Rivera Holdings LLC.

#3: Interview with Jason Rivera - Chairman, CEO, and Founder of Rivera Holdings LLC. 

In this episode Eric Schleien interviews Jason Rivera who is on a mission to build a holding company inspired by Warren Buffett's Berkshire Hathaway. Really fascinating individual and incredibly talented and smart value investor. He is sure to be someone worth following over the next decade to come.

Interview with Matt Millard from MRM Properties, Value Investing in Real Estate

In this episode I interview Matt Millard who runs MRM Properties. Matt Millard & Eric Schleien discuss the principles of value investing as it applies to real estate and real assets. Enjoy!

Adam Mead - Mead Capital Management

Eric Schleien interviews Adam Mead from Mead Capital Management.

Christian Olesen - Two Investment Ideas: An Arbitrage Opportunity + An Undervalued Sector in an Expensive Market

Eric Schleien interviews Christian Olesen who runs the Olesen Value Fund. Christian has done quite well during a time that's been tough on most value investors. 

In this episode Christian shares how he runs the fund, his methodology, and shares two investment ideas. One is a possible arbitrage opportunity and another is an undervalued large cap that seems to be part of a very forgotten and unloved sector during this bull market. 

Hope you enjoy!

 

Bio: 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

John King - Tribal Leadership - A New Model For Activism

John King is co-author of The Coaching Revolution, from Adams Media, presenting best practices in the field of business and executive coaching. His second book, the New York Times  #1 best selling Tribal Leadership, published by HarperCollins, provided a unique and highly accessible cultural map.

John is in demand as a keynote speaker, and is internationally recognized as a senior teacher, coach, and program leader. His executive clientele have been featured on all major television networks and in New York Times, The Wall Street Journal, and Forbes. A brief sampling of John’s corporate, public sector and pro bono clients include Intel, Cedars-Sinai Health System, SEHA (Abu Dhabi) Southern California Edison, CB Richard Ellis, Colliers International, The California State Appointed Executives, Amgen, The American Express High Potential Executive Development Program, The Executive Committee of The Los Angeles Department of Public Health, and The Space Frontier Foundation. 

John is a frequent lecturer in the Marshall School of Business and the Price School of Public Policy at the University of Southern California. He delivers the capstone module, The Cultural Map, Triads and Strategy, for the University of Arizona Eller College of Management, Southwest Leadership Program, and was the 2012 Visiting Scholar on Leadership, lecturing on Culture, Triads and Strategy at the University of Oklahoma. 

Recently, John has also been teaching Leadership and Strategy at The University of Central Asia in Tajikistan, being simultaneously translated into Russian and Tajik. He was an honored guest lecturer at Texas State University in San Marcos Texas, The College of the Bahamas MBA Program in Nassau, Bahamas, and The Georgian Leadership Development Program in Tbilisi Georgia.

John is currently one of the senior faculty for the Central Eurasia Leadership Academy (CELA) at Koc University in Istanbul, Turkey, the Middle East Leadership Academy (MELA) in the Gulf Region, and is on the inaugural faculty for the Southeast Asia Leadership Academy (SEALA) in Chennai, India. John is Professor Emeritus at the Moscow International Leadership academy, a program he delivers via Skype. 

John is a certified facilitator of The Samurai Game®, conducts an intensive seminar regarding the establishment and sustainability of Communities of Honor, entitled, The Gatherings, and is currently developing his next book, Cultural Heros.

Nate Tobik - Investing in Banks

Eric Schleien interviews Nate Tobik who built http://www.completebankdata.com out of a desire to create actionable insights and new revenue opportunities for banks and investors. He does this by taking 15 years (and growing) of data and applying analytics tools to highlight previously undiscoverable data-points.

If you are a growing bank that is ambitious and wants to grow market share in your region, completebankdata.com can help you.

Nate is also the author of a great book I just read called: The Bank Investor's Handbook (available in paperback and on Kindle): http://a.co/3qSNjpx 

Nate blogs about banks and oddball (small cap, special situations) investment securities and strategies at http://www.oddballstocks.com