The Intelligent Investing Podcast
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Eric Schleien interviews great value investors from around the world.
The Intelligent Investing Podcast
7M ago
Welcome to another episode of the Intelligent Investing Podcast with your host, Eric Schleien. In this insightful episode, we have the pleasure of speaking with Ben Kogut from Rooster Equity. Ben is a seasoned commercial real estate investor who has raised over $110 million through syndications and has a wealth of knowledge to share about triple net lease investing.
Key Takeaways:
Ben Kogut's Journey: From starting in commercial real estate in 2005 to becoming a partner in a mid-sized syndication firm and eventually founding Rooster Equity.
Triple Net Lease Investing: Understanding the benefi ..read more
The Intelligent Investing Podcast
1y ago
In today's episode, I sit down with my buddy Robbie Kramer to discuss the ultimate value investment, relationships. Last week, I had the pleasure discussing investing on his show. You can listen to the episode, here. If you prefer to watch it on YouTube, you can watch the episode, here.
The most important relationship you'll ever invest in is probably who you end up marrying. Choosing quality romantic partners is Robbie Kramer's specialty. It was an absolute joy to sit down with him and chat all things relationships, romance, and dating.
Watch this episode on YouTube
Transcript ..read more
The Intelligent Investing Podcast
2y ago
Summary
In this episode, I break down the current paradigm for shareholder activism, speak to the new model that I invented which is vastly superior both in results and reliability. We discuss the myth of "if it can't be measured, it doesn't exist", the myth around "soft skills", and how people often ask the wrong questions or measure the wrong stuff due to perverted influences by HR departments.
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  ..read more
The Intelligent Investing Podcast
2y ago
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.
Summary
I received this email last year about Trupanion and wanted to address some points made. The entire email is here:
Hi Eric,
I come in peace as a Chester County native who still very much prefers Wawa over Sheetz, despite living in Pittsburgh. You seemed very open to heari ..read more
The Intelligent Investing Podcast
3y ago
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.
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 stock ..read more
The Intelligent Investing Podcast
3y ago
Summary
In this episode, I sit down with Vitaliy Katsenelson of IMA to discuss Uber's business model. We ended up chatting for about an hour and went pretty deep into the weeds around ride-sharing, Uber, and also what the future holds for the industry both in the United States and globally.
Show Links
Investor.fm
Contrarian Edge
The Six Commandments
Was Our Money Manager Kidnapped?
More About Vitaliy Katsenelson
Vitaliy N. Katsenelson, CFA, is CEO at Investment Management Associates in Denver, Colo. He is the author of Active Value Investing (Wiley, 2007) and the The Little Book o ..read more
The Intelligent Investing Podcast
3y ago
It's Eric Schleien with episode #167 of The Intelligent Investing Podcast. Today I discuss one of my current positions LAACO with a quick update.
Summary
I originally invested in LAACO when the stock was trading at roughly $2000/unit. The thesis was that you could buy the entire company at a significant discount to the private market value of the assets. You can read my original thesis, here. Recently, there has been news reports that the company may be in the process of selling their self-storage business which would be huge for shareholders. You can see a link to an article, here.
More About ..read more
The Intelligent Investing Podcast
3y ago
It's Eric Schleien back atcha with Episode #166 of The Intelligent Investing Podcast. Today I bring on Jason Rivera to discuss BE Semiconductor Industries NV (BESIY).
Summary
Jason found the company when they were a $640 million dollar market cap company. Since then, the stock is up ~10x. Not a bad return! When Jason found them, they were a pick and shovel play in the semiconductor industry. The company builds testing kits. They also build plastic casings for the actual semiconductor pieces. They're a necessary business for the semiconductor industry. Jason believes you can expect that t ..read more
The Intelligent Investing Podcast
3y ago
Join Eric Schleien as he discusses Altria Group Inc (NYSE: MO) with Jason Rivera from Value Investing Journey. Eric Schleien has been following Altria for many years and brought Jason on after he saw that he’s talked about it on his website. For those who don’t know, Altria is the maker of Marlboro cigarettes and is considered the ultimate sin stock. You can make the argument that the stock has often been cheap due to the fact it is a sin stock leading to high rates of returns over many decades.
About Eric Schleien
To learn more about Eric Schleien, check out his personal website and business ..read more
The Intelligent Investing Podcast
3y ago
Hi, it's Eric Schleien, and welcome back to another episode of The Intelligent Investing Podcast! In this episode, I had the pleasure of sitting down with the wonderful Jason Rivera who runs Value Investing Journey. I've always liked government contractors due to the sticky nature of their business, high margins, and lots of recurring revenue. I also love them when they are tiny and undiscovered and filling some interesting niche or segment of their market. A company that seems to possibly fit that bill is WidePoint Corporation (WYY).
What Is WidePoint Corporation?
WidePoint Corporation (WYY ..read more