The Intelligent Investing Podcast

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

Liberty SiriusXM Group - Anthony Morley

Eric Schleien and Anthony Morley discuss the Liberty SiriusXM Group.

Anthony is the founder of Delphi Value Investments which looks to purchase strong businesses that are temporarily selling below what they are actually worth.

Anthony runs a concentrated portfolio, normally between 6-20 stocks.


Website 
www.delphivalueinvestments.com

Blog
delphivalueinvestments.blogspot.com

Erin Houston, CEO of wearwell

Eric Schleien interviews the CEO of wearwell, Erin Houston on topics from Social Entrepreneurship to spotting investment opportunity while making a difference in the world at the same time.

wearwell is a service (sort of like Stitch Fix or Le Tote). The difference is the company only carries ethically made clothing and accessory brands.

Erin has 7+ years of experience in global development, geeks out on sustainable supply chain strategy, and has loved design since she was very young. Most recently on the senior leadership team of Devex, a global development media company, she built partnerships and generated revenue from multinational corporations, donor agencies, foundations, NGOs, and social enterprises. She loves using her marketing, communications, and sales experience to motivate people to take collective action toward living their values.

M.A. Social Enterprise, American University SIS, 2015
B.A. English, Government, The College of William & Mary, 2009
Hometown: Wilmington, Delaware

wearwell website: https://www.shopwearwell.com/

Resources for further learning:

Film: The True Cost, available on Netflix

 

Blog: The Good Trade

Books:

 

1) Wear No Evil (for the consumer) 

 

2) Slow Fashion: Aesthetics Meets Ethics (for an intelligent intro to the potential of fair trade/eco fashion) 

 

3) The Promise and Limits of Private Power: Promoting Labor Standards in a Global Economy (if you want to go deep and nerd out) 

 

Concentrated Portfolios, Retail, Supermarkets, Interest Rate Sensitive Banks -- Geoff Gannon

In this episode I interview Geoff Gannon who is the Founder of www.gannononinvesting.com

I first found out about Geoff around 2005/2006ish and after all this time he's still going strong! In this episode we discuss his concentrated portfolio of just 3 stocks and we take a closer look on some companies such as a monopoly business that sells to the US Navy as well, an interest rate sensitive well run regional bank, the economics of the retail industry and supermarket industry and more! 

An episode you won't want to miss!