The Intelligent Investing Podcast

Frontier Investing, Grey Markets, Detroit Real Estate

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

Applying a Value Framework to Angel Investing -- Dan McGuire -- Partner at Two Coast Capital

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.

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