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Eric Schleien discusses value investing, rational investment analysis, and vital mental models.

The Intelligent Investing Podcast Eric Schleien

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Eric Schleien discusses value investing, rational investment analysis, and vital mental models.

    #160: Discussing Dorian LPG trading below NAV - Braxton Gann

    #160: Discussing Dorian LPG trading below NAV - Braxton Gann

    New Podcast
    Hey All! I’ve started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out The Eric Scheien Podcast which is an ontological podcast where I break down distinctions of human consciousness as an access to enhancing performance. To learn more about Eric's work, check out his ontological coaching firm, Transformational Leadership Associates.


    Summary
    In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Braxton Gann to discuss another shipping company, Dorian LPG (LPG). Braxton believes the business is cheap due to the business trading at a steep discount to its Net Asset Value.


    Show Notes
    [2:10] Shipping has been in a bull market


    [2:37] Track record of management


    [4:45] Eric Schleien pushing back on Braxton on concerns about shipping stocks


    [8:08] How to make money with shipping stocks


    [10:26] Recap on Scorpio Tankers



    Help Out The Podcast





    If you like The Intelligent Investing Podcast, please consider leaving a rating and review on Apple Podcasts. It takes less than 30 seconds to do and makes a huge difference! You can also join the Facebook page!      


    You can subscribe to the podcast on the following platforms:


    Apple Podcasts

    Stitcher

    TuneIn

    Spotify

    Podbean

    iHeart Radio

    YouTube





    Contact Eric Schleien
    Facebook  |  LinkedIn  | Twitter  | YouTube | GSCM | Instagram


    Email: IntelligentInvesting@gmail.com



     

    • 11분
    #159: Stealth Gas Trading Below NAV - Braxton Gann

    #159: Stealth Gas Trading Below NAV - Braxton Gann

    New Podcast
    Hey All! I’ve started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out The Eric Scheien Podcast which is an ontological podcast where I break down distinctions of human consciousness as an access to enhancing performance. To learn more about Eric's work, check out his ontological coaching firm, Transformational Leadership Associates.


    Summary
    In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Braxton Gann to discuss Stealth Gas (GASS). Braxton believes the business is cheap due to the business trading at a steep discount to its Net Asset Value.


    Show Notes
    [1:19] About the company
    [2:19] "Shipping has been one of the worst industries over the past decade..."


    [3:13] Value of the second hand market for ships


    [3:54] Resource Recommendation: Value Investors Edge


    [5:02] Investment Risks


    [6:58] Salaries in the shipping industry



    Help Out The Podcast





    If you like The Intelligent Investing Podcast, please consider leaving a rating and review on Apple Podcasts. It takes less than 30 seconds to do and makes a huge difference! You can also join the Facebook page!      


    You can subscribe to the podcast on the following platforms:


    Apple Podcasts

    Stitcher

    TuneIn

    Spotify

    Podbean

    iHeart Radio

    YouTube


     





    Contact Eric Schleien
    Facebook  |  LinkedIn  | Twitter  | YouTube | GSCM | Instagram


    Email: IntelligentInvesting@gmail.com



     

    • 8분
    #158: Discussing General Mills $GIS, Intel $INTC JM Smucker $SJM, Apple $AAPL - Jason Rivera

    #158: Discussing General Mills $GIS, Intel $INTC JM Smucker $SJM, Apple $AAPL - Jason Rivera

    New Podcast
    Hey All! I’ve started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out The Eric Scheien Podcast which is an ontological podcast where I break down distinctions of human consciousness as an access to enhancing performance.


    Podbean
    This podcast is sponsored by Podbean.  Podbean is probably the easiest way to create your own podcast. We use Podbean to host the Intelligent Investing Podcast and my new podcast, The Eric Schleien Podcast.  Download the free Podbean Podcast App, to start, record, and publish your very own podcast in minutes.  Podbean provides everything you need to run your podcast and you can record and publish episodes directly from the app on your phone. Check it out!


    TIKR.COM
    This episode is brought to you by TIKR.com. This is a product I personally use for researching stocks at my firm. TIKR.com is focused on bringing institutional-quality investment research tools to individual investors. TIKR.com is powered by S&P Global CapitalIQ and has coverage of 50k+ stocks globally with financials, estimates, valuation metrics, ownership, transcripts, news, filings, and more. Join TIKR.com‘s free beta today with tikr.com/intelligent


    NET NET HUNTER
    This episode is sponsored by Net Net Hunter. If you’re interested in finding high-quality stocks trading at fractions of liquidation value – this research service is for you. I personally use this service at my firm to help me research tiny and obscure net-net stocks all around the world. Using Net Net Hunter comes out to way less money than hiring an analyst to do the exact same thing manually. It’s a service I love and I am proud to be able to offer this service to my listeners. If this is something you’re interested in, please click here.


    Summary
    On today's episode, I sit down with Jason Rivera who is self-taught value investor that focuses on small and obscure public companies to buy for his investors and subscribers.










    He teaches others how to become great value investors via three of his services: The Value Investing Training Vault, The Value Investing Masterclass, Our Value Investing Coaching Program








    He also have various other mini courses, masterminds, and other online and live events related to value investing and capital allocation as well.








    On his Value Investing Journey blog, YouTube, and social media pages he also releases a ton of free content to help people learn how to become a world class value investor.








    He also consults, advises, and values and evaluates businesses for business owners with his company Alpha Capital Allocation.








    Jason find areas to improve these businesses operations, profitability, cash flow and value, and then shows them how to do it.








    He is the author of the acclaimed value investing education book How To Value Invest.








    He is also the author of On Float.























    Jason has run his blog Value Investing Journey for nearly a decade and the site has been named a top 50 value investing blog in the world four times now.








    And his two value investing and education sites have been Named Top 15 Value Investing Podcasts In The World.








    He also manage investment portfolios for clients.








    Between the blog, his YouTube Channel, Quora, Twitter, LinkedIn, and various other sources he's had more than 500,000 views of his content worldwide.








    In the first 8 years of his investment career he produced investment returns for the portfolios I manage of 21.7% per year on average. This compared to about 9.9% for the market on average every year during this same period.








    Jason has written for several publications and investment newsletters including Seeking Alpha, The Palm Beach Letter, Wyatt Research, Insider Monkey, Guru Focus, and others.








    He's

    • 27분
    #157: Martin Marietta $MLM - Andrew Sather

    #157: Martin Marietta $MLM - Andrew Sather

    New Podcast
    Hey All! I’ve started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out The Eric Scheien Podcast which is an ontological podcast where I break down distinctions of human consciousness as an access to enhancing performance.


    Podbean
    This podcast is sponsored by Podbean.  Podbean is probably the easiest way to create your own podcast. We use Podbean to host the Intelligent Investing Podcast and my new podcast, The Eric Schleien Podcast.  Download the free Podbean Podcast App, to start, record, and publish your very own podcast in minutes.  Podbean provides everything you need to run your podcast and you can record and publish episodes directly from the app on your phone. Check it out!


    TIKR.COM
    This episode is brought to you by TIKR.com. This is a product I personally use for researching stocks at my firm. TIKR.com is focused on bringing institutional-quality investment research tools to individual investors. TIKR.com is powered by S&P Global CapitalIQ and has coverage of 50k+ stocks globally with financials, estimates, valuation metrics, ownership, transcripts, news, filings, and more. Join TIKR.com‘s free beta today with tikr.com/intelligent


    NET NET HUNTER
    This episode is sponsored by Net Net Hunter. If you’re interested in finding high-quality stocks trading at fractions of liquidation value – this research service is for you. I personally use this service at my firm to help me research tiny and obscure net-net stocks all around the world. Using Net Net Hunter comes out to way less money than hiring an analyst to do the exact same thing manually. It’s a service I love and I am proud to be able to offer this service to my listeners. If this is something you’re interested in, please click here.


    Summary
    On today's episode, I sit down with Andrew Sather who is a self-taught investor since 2012. He specializes in identifying value traps and avoiding stock market bankruptcies. You can also listen to his podcast - Investing For Beginners.


    Show Notes
    [2:29] Infrastructure Bill


    [3:34] Not a typical minding company - economic moat


    [4:32] Long-term industry tailwinds


    [5:27] 125 year quarry rights


    [7:56] Valuing the business


    [9:47] Discussing $MLM's competitor Vulcan Materials $VMC


     


    Resources
    Seeking Alpha Articles by Andrew Sather

    E-Investing for Beginners


     



    HELP OUT THE PODCAST





    If you like The Intelligent Investing Podcast, please consider leaving a rating and review on Apple Podcasts. It takes less than 30 seconds to do and makes a huge difference! You can also join the Facebook page!      


    You can subscribe to the podcast on the following platforms:


    Apple Podcasts

    Stitcher

    TuneIn

    Spotify

    Podbean

    iHeart Radio

    YouTube





     
    GET IN TOUCH WITH ERIC SCHLEIEN
    Facebook  |  LinkedIn  | Twitter  | YouTube | GSCM | Instagram


    Email: IntelligentInvesting@gmail.com

    • 13분
    #156: Analyzing Target Corporation $TGT - Andrew Sather

    #156: Analyzing Target Corporation $TGT - Andrew Sather

    New Podcast
    Hey All! I’ve started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out The Eric Scheien Podcast which is an ontological podcast where I break down distinctions of human consciousness as an access to enhancing performance.


    Podbean
    This podcast is sponsored by Podbean.  Podbean is probably the easiest way to create your own podcast. We use Podbean to host the Intelligent Investing Podcast and my new podcast, The Eric Schleien Podcast.  Download the free Podbean Podcast App, to start, record, and publish your very own podcast in minutes.  Podbean provides everything you need to run your podcast and you can record and publish episodes directly from the app on your phone. Check it out!


    TIKR.COM
    This episode is brought to you by TIKR.com. This is a product I personally use for researching stocks at my firm. TIKR.com is focused on bringing institutional-quality investment research tools to individual investors. TIKR.com is powered by S&P Global CapitalIQ and has coverage of 50k+ stocks globally with financials, estimates, valuation metrics, ownership, transcripts, news, filings, and more. Join TIKR.com‘s free beta today with tikr.com/intelligent


    NET NET HUNTER
    This episode is sponsored by Net Net Hunter. If you’re interested in finding high-quality stocks trading at fractions of liquidation value – this research service is for you. I personally use this service at my firm to help me research tiny and obscure net-net stocks all around the world. Using Net Net Hunter comes out to way less money than hiring an analyst to do the exact same thing manually. It’s a service I love and I am proud to be able to offer this service to my listeners. If this is something you’re interested in, please click here.


    Summary
    In today's episode, I sit down with Andrew Sather who is a self-taught investor since 2012. He specializes in identifying value traps and avoiding stock market bankruptcies. You can also listen to his podcast - Investing For Beginners.


    Show Notes
    [3:06] Walmart vs Target


    [7:11] Returns on Invested Capital & Re-investment opportunity


    [8:14] Valuing Target


    [9:40] Corporate waste at Walmart


     


    Resources
    Seeking Alpha Articles by Andrew Sather

    E-Investing for Beginners


     



    HELP OUT THE PODCAST





    If you like The Intelligent Investing Podcast, please consider leaving a rating and review on Apple Podcasts. It takes less than 30 seconds to do and makes a huge difference! You can also join the Facebook page!      


    You can subscribe to the podcast on the following platforms:


    Apple Podcasts

    Stitcher

    TuneIn

    Spotify

    Podbean

    iHeart Radio

    YouTube





    GET IN TOUCH WITH ERIC SCHLEIEN
    Facebook  |  LinkedIn  | Twitter  | YouTube | GSCM | Instagram


    Email: IntelligentInvesting@gmail.com

    • 11분
    #155: $WFC / $BAC / $JPM; Analyzing Bank Stocks & The Banking Industry - Andrew Sather

    #155: $WFC / $BAC / $JPM; Analyzing Bank Stocks & The Banking Industry - Andrew Sather

    New Podcast
    Hey All! I’ve started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out The Eric Scheien Podcast which is an ontological podcast where I break down distinctions of human consciousness as an access to enhancing performance.


    Podbean
    This podcast is sponsored by Podbean.  Podbean is probably the easiest way to create your own podcast. We use Podbean to host the Intelligent Investing Podcast and my new podcast, The Eric Schleien Podcast.  Download the free Podbean Podcast App, to start, record, and publish your very own podcast in minutes.  Podbean provides everything you need to run your podcast and you can record and publish episodes directly from the app on your phone. Check it out!


    TIKR.COM
    This episode is brought to you by TIKR.com. This is a product I personally use for researching stocks at my firm. TIKR.com is focused on bringing institutional-quality investment research tools to individual investors. TIKR.com is powered by S&P Global CapitalIQ and has coverage of 50k+ stocks globally with financials, estimates, valuation metrics, ownership, transcripts, news, filings, and more. Join TIKR.com‘s free beta today with tikr.com/intelligent


    NET NET HUNTER
    This episode is sponsored by Net Net Hunter. If you’re interested in finding high-quality stocks trading at fractions of liquidation value – this research service is for you. I personally use this service at my firm to help me research tiny and obscure net-net stocks all around the world. Using Net Net Hunter comes out to way less money than hiring an analyst to do the exact same thing manually. It’s a service I love and I am proud to be able to offer this service to my listeners. If this is something you’re interested in, please click here.


    Summary
    On today's episode, I sit down with Andrew Sather who is a self-taught investor since 2012. He specializes in identifying value traps and avoiding stock market bankruptcies. You can also listen to his podcast - Investing For Beginners.


    Show Notes
    [3:19] Bank Of America $BAC


    [3:39] Just a crazy amount of capital that's flowing into these banks...


    [6:30] Lending to the fed...


    [7:51] Fintech


    [8:50] $BAC and $WFC still attracting new deposits in a low interest rate environment


    [10:42] Federal Reserve Bank Requirements


    [12:27] I'm bullish on the industry in general...


    [12:48] Bank Valuation Metrics


    [16:45] Building an economic moat through customer service in banking


    Resources
    Seeking Alpha Articles by Andrew Sather

    E-Investing for Beginners



    HELP OUT THE PODCAST





    If you like The Intelligent Investing Podcast, please consider leaving a rating and review on Apple Podcasts. It takes less than 30 seconds to do and makes a huge difference! You can also join the Facebook page!      


    You can subscribe to the podcast on the following platforms:


    Apple Podcasts

    Stitcher

    TuneIn

    Spotify

    Podbean

    iHeart Radio

    YouTube





    GET IN TOUCH WITH ERIC SCHLEIEN
    Facebook  |  LinkedIn  | Twitter  | YouTube | GSCM | Instagram


    Email: IntelligentInvesting@gmail.com

    • 19분

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