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Eric Schleien discusses value investing, rational investment analysis, and vital mental models.
Episodes
Wednesday May 20, 2020
Wednesday May 20, 2020
OTC Stock Manual
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Summary
In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Jan Svenda to discuss Altair (ATCD), a dark OTC stock.
Articles
- Altair Corp Update (SeekingAlpha)
- Obscure, But Likely Attractive (SeekingAlpha)
About Jan Svenda
Jan is a “deep value” investor/analyst mainly focused on the US small-cap and micro-cap universe. He started out with a long-only bias (stocks trading close to NCAV etc.) which led to his interest in the OTC world.
Jan now covers this space through his exclusive newsletter service where he shares his latest long ideas and a watchlist of OTC stocks which should help subscribers generate material returns and allow them to “monitor” the OTC space more efficiently.
The service also acts as a community of engaged members who share the same focus. On top of this, he is interested in short-focused research especially in the thesis revolving around accountancy or earnings manipulation.
From time to time he also contributes to Safety in Value’s marketplace ‘Microcap Review’.
STAYING IN TOUCH WITH JAN SVENDA
To learn more about Jan and his manual of OTC stocks, you can visit his website.
He can also be reached via LinkedIn.
Staying In Touch With Eric Schleien
Disclosure
Eric Schleien and clients of his company Granite State Capital Management have no position in Altair. I, Eric Schleien, recorded this podcast myself, and it expresses my own opinions. This episode should not be considered investment advice. Please do your own due diligence.
Tuesday May 12, 2020
Tuesday May 12, 2020
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Summary
In this episode of The Intelligent Investing Podcast, I sit down with David J Flood to discuss TSR, Inc (TSRI).
About David Flood
David runs the blog, Elementary Value, and is a private value investor based in the UK. His investing approach is grounded in the fundamental precepts of value investing based upon Ben Graham’s core concepts of ‘Intrinsic Value’ and ‘Margin of Safety’. His investment strategy involves looking at both ‘Deep Value and ‘Franchise Value’ situations and using the value investing framework to analyze the financial and corporate facets of a given prospective investment.
Staying In Touch With David Flood
Staying In Touch With Eric Schleien
Monday May 11, 2020
Monday May 11, 2020
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Summary
In this episode, Eric Schleien interviews Zach Schleien, the founder of Filter Off which was recently featured in The New York Times.
You can read other articles about Filter Off below:
- Lockdown Love
- Does Dating During Quarantine Seem Impossible?
- Quarantine Dating
- Coronavirus Sees High Spike In Dating Apps
- Virtual Dating Is The New Normal
Zach Schleien built his first company going into senior year of college called BeginU, a platform for college students to find projects and work opportunities to develop their skills. Following BeginU, he then launched his second company, Top Romp an online dating blog that reviewed hacks and apps for the modern dater.
Zach then pursued his Masters in Information Management from Syracuse University where he soon launched his third company, LIFT Protein Muffins. Starting LIFT was where he first dipped his toe into crowdfunding, raising over $5,000 in 30 days on Kickstarter. That Summer he worked for bitly as a Data Analyst. While in school, he co-authored the book, Hacking The Internship Process, which became #2 bestseller for internships on Amazon. One year later he sold his first company, Top Romp. Following graduation, he secured a job in IT with Johnson & Johnson.
After his friend’s passing with mental illness, Zach dedicated himself to helping people with mental illness. He launched a $9,500 project on CaringCrowd (a crowdfunding platform for non-profits) with the funds going to the National Alliance on Mental Illness – NAMI New Jersey. He attained his goal within 2 1/2 weeks. The proceeds went to the NAMI Basics program, which supported 360 parents with children who have a mental illness. Zach wanted to do more, so he teamed up with his best friend David, and launched the mental health Slack community, 18percent. With mental health awareness month coming up, he launched another project with the goal to raise $30,000 on CaringCrowd to support 600 families where at least one member of their family had a mental illness. The funds would go to NAMI El Dorado. He attained this mark within 3 weeks.
Zach’s passion for helping people, combined with his love for entrepreneurship has helped him grow these companies and non-profits, allowing them to hit their crowdfunding goals. Zach currently runs, Filter Off.
Staying In Touch With Zach Schleien
Staying In Touch With Eric Schleien
Friday May 08, 2020
Friday May 08, 2020
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If you'd like to watch this episode on YouTube, click here.
Coronavirus Investing Series: Part 12
This is Part 12 of a special Coronavirus Investing Series. If you have not listened to Part 1, please click here to get the overall context/market overview during this unprecedented time.
You can also listen to:
Summary
In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Jack Bosch to discuss land arbitrage. It's a pretty unique value investing strategy with low competition due to the non-scalable nature of the investment. For those interested in obscure kinds of investments, you may find this useful.
Staying In Touch With Jack Bosch
Staying In Touch With Eric Schleien
Wednesday May 06, 2020
Wednesday May 06, 2020
OTC Stock Manual
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If you like The Intelligent Investing Podcast, please consider subscribing on:
IF YOU’D LIKE TO WATCH THE INTELLIGENT INVESTING PODCAST ON YOUTUBE, CLICK HERE.
Summary
In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Jan Svenda to discuss Vulcan International (VULC), a dark OTC stock that has an extremely nefarious and secretive history. The company is currently in liquidation and Jan believes it could potentially be an attractive investment.
Articles
- Vulcan International Is The Epitome Of A Dark Company | Seeking Alpha
- East 72 - Vulcan International Corp | Seeking Alpha
About Jan Svenda
Jan is a “deep value” investor/analyst mainly focused on the US small-cap and micro-cap universe. He started out with a long-only bias (stocks trading close to NCAV etc.) which led to his interest in the OTC world.
Jan now covers this space through his exclusive newsletter service where he shares his latest long ideas and a watchlist of OTC stocks which should help subscribers generate material returns and allow them to “monitor” the OTC space more efficiently.
The service also acts as a community of engaged members who share the same focus. On top of this, he is interested in short-focused research especially in the thesis revolving around accountancy or earnings manipulation.
From time to time he also contributes to Safety in Value’s marketplace ‘Microcap Review’.
Staying In Touch With Jan Svenda
To learn more about Jan and his manual of OTC stocks, you can visit his website.
He can also be reached via LinkedIn.
Staying In Touch With Eric Schleien
Disclosure
Eric Schleien and clients of his company Granite State Capital Management have positions Vulcan International Corp. I, Eric Schleien, recorded this podcast myself, and it expresses my own opinions. This episode should not be considered investment advice. Please do your own due diligence.
Monday May 04, 2020
Monday May 04, 2020
Subscribe
If you like The Intelligent Investing Podcast, please consider subscribing on:
IF YOU’D LIKE TO WATCH THE INTELLIGENT INVESTING PODCAST ON YOUTUBE, CLICK HERE.
Summary
In this episode of The Intelligent Investing Podcast, I sit down with David J Flood to discuss Microwave Filter Co (MFCO).
You can read more about the company on David's Blog, here.
About David Flood
David runs the blog, Elementary Value, and is a private value investor based in the UK. His investing approach is grounded in the fundamental precepts of value investing based upon Ben Graham’s core concepts of ‘Intrinsic Value’ and ‘Margin of Safety’. His investment strategy involves looking at both ‘Deep Value and ‘Franchise Value’ situations and using the value investing framework to analyze the financial and corporate facets of a given prospective investment.
Staying In Touch With David Flood
Staying In Touch With Eric Schleien
Thursday Apr 30, 2020
Thursday Apr 30, 2020
IF YOU’D LIKE TO WATCH THE INTELLIGENT INVESTING PODCAST ON YOUTUBE, CLICK HERE.
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If you like The Intelligent Investing Podcast, please consider subscribing on:
Summary
In this episode of The Intelligent Investing Podcast, I sit down with David J Flood to discuss Koss Corporation (KOSS).
About David Flood
David runs the blog, Elementary Value, and is a private value investor based in the UK. His investing approach is grounded in the fundamental precepts of value investing based upon Ben Graham’s core concepts of ‘Intrinsic Value’ and ‘Margin of Safety’. His investment strategy involves looking at both ‘Deep Value and ‘Franchise Value’ situations and using the value investing framework to analyze the financial and corporate facets of a given prospective investment.
Staying In Touch With David Flood
Staying In Touch With Eric Schleien
Tuesday Apr 28, 2020
Tuesday Apr 28, 2020
If You’d Like To Watch The Intelligent Investing Podcast On YouTube, Click Here.
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Summary
In this episode of the Intelligent Investing Podcast, Eric Schleien sits down with Winston Justice, former OT for the Philadelphia Eagles and founder of Elixr Coffee Roasters.
By the time Winston graduated, Justice was widely considered one of the best tackles ever to come out of USC, blocking for two future Heisman Trophy winners, Matt Leinart and Reggie Bush.
That's what caught the eye of the Eagles. In the ensuing years with the team from 2006-11, he played in 47 games, with 31 starts, and was named to USA Today's 2009 All-Joe Team.
Winston now serves as a Vice President in Bernstein's Nashville headquarters, serving as an asset manager to multigenerational families, entrepreneurs, and nonprofits.
Winston Justice was drafted by the Philadelphia Eagles under coach Andy Reid in the second round (39th overall pick) of the 2006 NFL Draft. He played college football at USC under coach Pete Carroll.
Prior to joining Bernstein in 2019, he was a portfolio manager for PIA's Alternative Investments Group. Earlier, he co-founded MJC Capital, an early-stage investment vehicle, and also served as a portfolio manager for Wells Fargo Securities.
He holds a BA in Public Policy from the University of Southern California, an MBA from George Washington University, and the Certified Investment Management Analyst designation from The Yale School of Management.
Winston's philanthropic work includes serving on the board of directors for YCAP, Nashville Coaching Coalition, and service efforts with Habitat for Humanity of Collier County, Young Life Naples, and Eagles Fly for Leukemia in Philadelphia. In 2010, he was the recipient of the Walter Payton Philadelphia Man of the Year award. He relocated to Nashville in 2018 with his wife and their three children.
Monday Apr 27, 2020
Monday Apr 27, 2020
For Dr. Charles Schleien's Op-Ed in the New York Times on his experience with COVID-19, click here.
If You’d Like To Watch This Episode On YouTube, Click Here.
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Summary
In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with his father, Dr. Charles Schleien to discuss everything from COVID-19 to healthcare economics. We take questions from finance professionals on Twitter as well.
Resources
- Dr. Charles Schleien - New York Times Op-Ed
- Dr. Charles Schleien - CBS
- Dr. Charles Schleien - CNN - Don Lemon (TRANSCRIPT)
- COVID-19 Up To Date Research - NEJM
Staying In Touch With Dr. Charles Schleien
Staying In Touch With Eric Schleien
Thursday Apr 23, 2020
Thursday Apr 23, 2020
If you'd like to watch this episode on YouTube, click here.
Subscribe
If you like The Intelligent Investing Podcast, please consider subscribing on:
Coronavirus Investing Series: Part 11
This is Part 11 of a special Coronavirus Investing Series. If you have not listened to Part 1, please click here to get the overall context/market overview during this unprecedented time.
You can also listen to:
Summary
In this episode, Eric Schleien and Alex Portelli discuss the economics of facemasks and COVID-19 tests. Alex has started a company shipping in facemasks and COVID-19 tests and has some very interesting stories. He also makes some suggestions on policy and gives his view on what is working and not working.
For a previous episode with Alex, you can listen, here.
Alex is a serial entrepreneur and has started a diner, an ATM business, a real estate company, and an online news organization. He’s now currently working on his next venture.
Alex is currently an investor in short term rental properties and is the owner of several successful websites.
Alex started his privately held AirBnB business 4 years ago and went from owning 0 to 8 properties since then. His web company is prntly.com and he is currently launching another company called prntpage.com which is currently in beta-testing.
Prntly.com became notorious after Donald Trump started re-tweeting some of their posts during the primary election cycle in 2016.