The Intelligent Investing Podcast
By Eric Schleien
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Category: Investing
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Subscribers: 74
Reviews: 0
Episodes: 201
Description
Eric Schleien discusses value investing, rational investment analysis, and vital mental models.
| Episode | Date |
|---|---|
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Eric Schleien on Vistry Group: Mispriced Crown Jewel or Value Trap?
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Apr 07, 2025 |
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#175: Eric Schleien’s Deep Dive on Vistry: Uncovering Value in the UK Housing Market
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Jan 01, 2025 |
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#174: Triple Net Lease Investing Secrets with Ben Kogut
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May 21, 2024 |
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#173: The Ultimate Value Investment - Robbie Kramer
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Jan 31, 2023 |
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#172: The New Model For Shareholder Activism; The BS Myth Around ”Soft Skills”; Measuring The Wrong Stuff
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Jun 02, 2022 |
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#171: Rebuttal To Some Trupanion Hate $TRUP; Discussing the Toxicity Of Twitter $TWTR
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May 16, 2022 |
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#170: Westell; A Ben Graham Net-Net; Evan Bleker
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Jan 12, 2022 |
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#169: Update On Solitron (SODI) - Trey Henninger
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Dec 14, 2021 |
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#168: Discussing Uber‘s Business Model - Vitaliy Katsenelson
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Dec 07, 2021 |
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#167: Quick Idea; Update On LAACO ($LAACZ); Possible Catalyst | Eric Schleien
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Oct 14, 2021 |
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#166: Eric Schleien Discussing BE Semiconductor Industries NV (BESIY) w/ Jason Rivera
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Sep 29, 2021 |
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#165: Eric Schleien Discussing The Ultimate Sin Stock w/ Jason Rivera; Altria (MO)
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Sep 27, 2021 |
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#164: An Undervalued Government Contractor Microcap Stock; WidePoint Corporation (WYY); Eric Schleien & Jason Rivera
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Sep 24, 2021 |
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#163: Eric Schleien Hosts Finance Podcast Week
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Sep 22, 2021 |
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#162: Discussing McCoy Global $MCB
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Aug 03, 2021 |
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#161: Discussing ADDvantage Technologies Group, Inc. (AEY)
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Jul 29, 2021 |
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#160: Discussing Dorian LPG trading below NAV - Braxton Gann
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Jul 06, 2021 |
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#159: Stealth Gas Trading Below NAV - Braxton Gann
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Jul 01, 2021 |
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#158: Discussing General Mills $GIS, Intel $INTC JM Smucker $SJM, Apple $AAPL - Jason Rivera
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Jun 22, 2021 |
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#157: Martin Marietta $MLM - Andrew Sather
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Jun 17, 2021 |
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#156: Analyzing Target Corporation $TGT - Andrew Sather
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Jun 15, 2021 |
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#155: $WFC / $BAC / $JPM; Analyzing Bank Stocks & The Banking Industry - Andrew Sather
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Jun 12, 2021 |
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#154: Pershing Square Tontine $PSTH - Andrew Walker
|
Jun 08, 2021 |
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#153: Multi-bagger Potential in Solitron Devices $SODI; a recap of Entercom $ETM/$AUD and Northfield Precision $NFPC - Trey Henninger
|
Jun 03, 2021 |
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#152: The Discovery Communications $DISCA $DISCK / WarnerMedia $T Merger
|
May 27, 2021 |
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#151: Some Quick Thoughts On My Largest Position, Liberated Syndication (LSYN)
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May 26, 2021 |
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#150: How To Invest In Outer Space...seriously! - Robert Jacobson
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May 24, 2021 |
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#149: Discussing some incredibly OBSCURE net-net stocks - Evan Bleker
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May 21, 2021 |
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#148: Discussing Trupanion (TRUP)...again! - Reaction To Steel City Capital Letter
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May 11, 2021 |
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#147: Shaking Things Up At Firsthand Technology Value Fund; Should They Liquidate? - Don Chambers
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May 07, 2021 |
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#146: How To Become An Expat; Lowering Your Taxes; Increasing Your Standard Of Living - Mikkel Thorup
|
May 05, 2021 |
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#145: My Favorite Stock Idea for 2021, Why I Don't Short Stocks, and More: Q&A w/ Eric Schleien
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Apr 27, 2021 |
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#144:Value Investing In The Cannabis Industry, Trulieve, and Green Thumb Industries - Julian Lin
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Apr 19, 2021 |
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#143: Game Stop, Robinhood and the Merrymen of Reddit - What actually happened?
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Apr 15, 2021 |
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#142: Andrew Sather on Warren Buffett's Cash Cows, Hedging the US Dollar, Residential Real Estate, Griffon (GFF), and Electronic Arts (EA)
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Apr 12, 2021 |
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#141: Trey Henninger on Entercom, Northfield Precision, and a New SEC Rule Impacting Dark Companies
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Mar 25, 2021 |
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#140: Peter McCormack on Bitcoin
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Mar 15, 2021 |
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#139: Eric Schleien & Norma Belenky Discuss Finance Podcast Week
|
Feb 26, 2021 |
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#138: Thrift Shop Arbitrage
|
Feb 15, 2021 |
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#137: Eric Schleien & Rafael Resendes discuss how to value and measure the intrinsic value of Tesla (TSLA) and GameStop (GME)
|
Feb 11, 2021 |
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#136: Eric Schleien & Julian Lin discussing selling GME put options and buying AMC put options/put spreads | Quick Thoughts
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Feb 05, 2021 |
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#135: Eric Schleien discussing selling GameStop (GME) Put Options
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Feb 04, 2021 |
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#134: Eric Schleien Discussing Why He Hates Shorting Stocks, Thoughts on GameStop (GME)
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Jan 26, 2021 |
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#133: Quick Thoughts | Overbid Special Situations; Collector's Universe (CLCT); Alaska Communications (ALSK); Think Childcare (TNK)
|
Jan 25, 2021 |
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#132: Brian Balbirnie, Founder/CEO of Issuer Direct
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Jan 21, 2021 |
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#131 - Jeremy Raper on his 2021 Investment Strategy, SNEX, BWMX, Peabody Bonds, and TikTok Investors
|
Jan 14, 2021 |
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#130: Founder & CEO of Shift (SFT), George Arison on going public via SPAC, an Industry Outlook on the future of online car buying
|
Jan 12, 2021 |
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#129: Rafael Resendes - portfolio manager & co-founder of Applied Finance Capital Management
|
Dec 15, 2020 |
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#128: Jason DeBono
|
Dec 10, 2020 |
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#127: I wrote a book! | Principles of Power: The Art & Wisdom of Badassery
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Dec 01, 2020 |
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#126: Viktor Nebehaj - cofounder, FreeTrade.io
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Nov 30, 2020 |
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#125: A New Model For Shareholder Activism
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Nov 18, 2020 |
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#124: Don Chambers - Update On SVVC Activism
|
Nov 10, 2020 |
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#123: Ann Hambly - 1st Service Solutions
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Oct 28, 2020 |
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#122: Luis Sánchez - Net Net Investing
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Oct 23, 2020 |
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#121: Harris Kupperman
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Oct 20, 2020 |
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#120: Brian Langis - Discussing TikTok and Social Media
|
Oct 14, 2020 |
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#119: Alexander Gramatzki; Investing In Music Royalties
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Sep 16, 2020 |
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#118: Braxton Gann; Containerships; Shipping; Distressed Mortgage Notes
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Aug 27, 2020 |
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#117: Mariusz Skonieczny
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Aug 25, 2020 |
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#116: Robert Leonard
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Aug 20, 2020 |
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#115: Shana Sissel; CIO Spotlight Asset Group; Alternative Investments; Mrs. Illinois 2020; Financial Literacy For Women; Women In Finance
|
Aug 07, 2020 |
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#114: Vince Annable; The Household Endowment Model
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Aug 06, 2020 |
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#113: Trey Henninger; Northfield Precision Instruments Corporation (NFPC); A Cheap Dark Stock
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Aug 04, 2020 |
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#112: Jim White; Opportunity Investing
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Jul 31, 2020 |
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#111: XLMedia PLC; Malcolm Ingalsbe and Ladislao Zichy
|
Jul 27, 2020 |
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#110: IKONICS Corporation (IKNX); David Flood
|
Jul 16, 2020 |
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#109: Video Display Corp (VIDE) | David Flood
|
Jul 14, 2020 |
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#108: Micron Solutions (MICR); David Flood
|
Jul 10, 2020 |
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#107: Calloway's Nursery (CLWY) | Jan Svenda
|
Jun 25, 2020 |
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#106: Jeremy Raper; Endor AG
|
Jun 22, 2020 |
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#105: Pinelawn Cemetery (PLWN); An OTC Dark Stock; Jan Svenda
|
May 27, 2020 |
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#103: Altair (ATCD); Obscure Dark Company; Jan Svenda
|
May 20, 2020 |
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#102: David Flood; TSR Inc (TSRI)
|
May 12, 2020 |
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#101: Zach Schleien | Capital Allocation In Marketing | Quarantine Dating | Filter Off
|
May 11, 2020 |
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#100: Coronavirus Investing Series, Part 12; Land Arbitrage; Jack Bosch
|
May 08, 2020 |
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#99: Vulcan International (VULC); A Dark Company Liquidation Play; Jan Svenda
|
May 06, 2020 |
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#98: Microwave Filter Co; David Flood
|
May 04, 2020 |
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#97: David Flood; Koss Corporation (KOSS)
|
Apr 30, 2020 |
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#96: Winston Justice
|
Apr 28, 2020 |
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#95: Dr. Charles Schleien | COVID-19 | Healthcare Economics
|
Apr 27, 2020 |
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#94: Coronavirus Investing Series, Part 11 | Alex Portelli | The Economics of Facemasks & COVID-19 Tests
|
Apr 23, 2020 |
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#93: Coronavirus Investing Series, Part 10 | Brian Dress
|
Apr 22, 2020 |
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#92: Don Chambers; The Proxy Battle at Firsthand Tech Value Fund
|
Apr 15, 2020 |
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#91: Coronavirus Investing Series, Part 9 | Shelly Lombard
|
Apr 09, 2020 |
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#90: Coronavirus Investing Series, Part 8 | Jeremy Raper | Japanese Hotel REITs
|
Apr 01, 2020 |
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#89: Coronavirus Investing Series, Part 7 | Jeremy Raper | GAN plc
|
Mar 30, 2020 |
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#88: Coronavirus Investing Series, Part 6 | Jeremy Raper | Opportunities In Gold
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Mar 27, 2020 |
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#87: Gregory Zuckerman | The Man Who Solved The Market: How Jim Simons Launched The Quant Revolution
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Mar 25, 2020 |
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#86: Coronavirus Investing Series, Part 5 | Jeremy Raper | Merger Arb
|
Mar 23, 2020 |
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#85: Coronavirus Investing Series, Part 4 | Braxton Gann | Shipping Companies
|
Mar 21, 2020 |
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#84: Coronavirus Investing Series, Part 3 | Jeremy Raper | Qantas Airways
|
Mar 20, 2020 |
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#83: Coronavirus Investing Series, Part 2 | Jeremy Raper | AerCap (AER)
|
Mar 18, 2020 |
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#82: Coronavirus Investing Series, Part 1 | Jeremy Raper | General Market Overview
|
Mar 18, 2020 |
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#81: Julian Lin | The opportunity in mall REITs | Macerich (MAC)
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Mar 13, 2020 |
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#80: Guy Spier
|
Mar 02, 2020 |
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#79: Gobinath Balasubramanian | Fairfax India | Thomas Cook India
|
Feb 25, 2020 |
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#78: Key Takeaways From The 2019 Berkshire Hathaway Letter To Shareholders | Eric Schleien
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Feb 22, 2020 |
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#77: Alex Portelli | prntly.com
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Feb 10, 2020 |
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#76: Evan Bleker | Net Net Hunter
|
Jan 30, 2020 |