The Intelligent Investing Podcast

The Intelligent Investing Podcast episodes:

• 01.31.2023

  #173: The Ultimate Value Investment - Robbie Kramer

  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...

  
• 06.02.2022

  #172: The New Model For Shareholder Activism; The BS Myth Around ”Soft Skills”; Measuring The Wrong Stuff

  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...

  
• 05.16.2022

  #171: Rebuttal To Some Trupanion Hate $TRUP; Discussing the Toxicity Of Twitter $TWTR

  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...

  
• 01.12.2022

  #170: Westell; A Ben Graham Net-Net; Evan Bleker

  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...

  
• 12.14.2021

  #169: Update On Solitron (SODI) - Trey Henninger

  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...

  
• 12.07.2021

  #168: Discussing Uber‘s Business Model - Vitaliy Katsenelson

  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...

  
• 10.14.2021

  #167: Quick Idea; Update On LAACO ($LAACZ); Possible Catalyst | Eric Schleien

  Eric Schleien with a quick update on LAACO (LAACZ)

  
• 09.29.2021

  #166: Eric Schleien Discussing BE Semiconductor Industries NV (BESIY) w/ Jason Rivera

  Eric Schleien and Jason Rivera sit down to discuss BE Semiconductor Industries NV (BESIY). This is a stock Jason has owned for quite some time. Eric Schleien loves following stocks traded OTC so he was happy to bring Jason on...

  
• 09.27.2021

  #165: Eric Schleien Discussing The Ultimate Sin Stock w/ Jason Rivera; Altria (MO)

  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...

  
• 09.24.2021

  #164: An Undervalued Government Contractor Microcap Stock; WidePoint Corporation (WYY); Eric Schleien & Jason Rivera

  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...

  
• 09.22.2021

  #163: Eric Schleien Hosts Finance Podcast Week

  Eric Schleien, host of The Intelligent Investing Podcast, hosts the September Roundtable for Finance Podcast Week. Join Eric Schleien, host of the Intelligent Investing Podcast, with Andrew Sather and Jason Rivera for a jam packed hour long finance roundtable.

  
• 08.03.2021

  #162: Discussing McCoy Global $MCB

  Principles Of Power My book Principles Of Power: The Art & Wisdom of Badassery is now available on Amazon. I would be extremely grateful if you could pick up a copy and write an honest review. Would mean the world! New Podcast Hey...

  
• 07.29.2021

  #161: Discussing ADDvantage Technologies Group, Inc. (AEY)

  I had a blast chatting with Evan Bleker who runs Net-Net Hunter. We discussed an interesting little company that many of you may be familiar with called ADDvantage Technologies Group, Inc. (AEY). Show Notes [00:35] Overview of ADDvantage [1:23] The 5G Rollout [2:05] How...

  
• 07.06.2021

  #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...

  
• 07.01.2021

  #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...

  
• 06.22.2021

  #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...

  
• 06.17.2021

  #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...

  
• 06.15.2021

  #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...

  
• 06.12.2021

  #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...

  
• 06.08.2021

  #154: Pershing Square Tontine $PSTH - Andrew Walker

  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...

  
• 06.03.2021

  #153: Multi-bagger Potential in Solitron Devices $SODI; a recap of Entercom $ETM/$AUD and Northfield Precision $NFPC - Trey Henninger

  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...

  
• 05.27.2021

  #152: The Discovery Communications $DISCA $DISCK / WarnerMedia $T Merger

  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...

  
• 05.26.2021

  #151: Some Quick Thoughts On My Largest Position, Liberated Syndication (LSYN)

  This episode is also 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...

  
• 05.24.2021

  #150: How To Invest In Outer Space...seriously! - Robert Jacobson

  This episode is also 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...

  
• 05.21.2021

  #149: Discussing some incredibly OBSCURE net-net stocks - Evan Bleker

  This episode 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...

  
• 05.11.2021

  #148: Discussing Trupanion (TRUP)...again! - Reaction To Steel City Capital Letter

  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+...

  
• 05.07.2021

  #147: Shaking Things Up At Firsthand Technology Value Fund; Should They Liquidate? - Don Chambers

  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...

  
• 05.05.2021

  #146: How To Become An Expat; Lowering Your Taxes; Increasing Your Standard Of Living - Mikkel Thorup

  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...

  
• 04.27.2021

  #145: My Favorite Stock Idea for 2021, Why I Don't Short Stocks, and More: Q&A w/ Eric Schleien

  Join Eric Schleien in this Q&A format as he answers questions on short positions, investment strategies, destroying your own conclusions on business and investments, and so much more. When asked about the mistakes he's made with investments and what can be learned...

  
• 04.26.2021

  #145: Eric Schleien Answers Value Investing Questions

  Join Eric Schleien in this Q&A format as he answers questions on short positions, investment strategies, destroying your own conclusions on business and investments, and so much more. When asked about the mistakes he's made with investments and what can...

  
• 04.19.2021

  #144:Value Investing In The Cannabis Industry, Trulieve, and Green Thumb Industries - Julian Lin

  Join Eric Schleien with today's interview guest, Julian Lin, as they discuss the different names in the country's cannabis industry and the stocks he entered and exited in light of the pandemic. For some of these companies, leaving the pandemic...

  
• 04.15.2021

  #143: Game Stop, Robinhood and the Merrymen of Reddit - What actually happened?

  The GameStop short took many by surprise and brought the world of short selling into the mainstream. Join us for this in-depth panel moderated by Eric Schleien of the Intelligent Investing Podcast with Jake McClure of The Personal Wealth Coach...

  
• 04.12.2021

  #142: Andrew Sather on Warren Buffett's Cash Cows, Hedging the US Dollar, Residential Real Estate, Griffon (GFF), and Electronic Arts (EA)

  Join Eric Schleien with his guest Andrew Sather as they talk about Warren Buffett's Cash Cows, Hedging the US Dollar, Residential Real Estate, Griffon, and Electronic Arts. In this episode, Andrew also sheds light on stock buybacks and turning over rocks...

  
• 03.25.2021

  #141: Trey Henninger on Entercom, Northfield Precision, and a New SEC Rule Impacting Dark Companies

  Join Eric Schleien with today's interview guest, Trey Henninger, as they talk about Entercom, Northfield Precision, and the new SEC rule that impacts dark companies and small businesses. By taking a close look at the outcomes and probabilities close to ETC and...

  
• 03.15.2021

  #140: Peter McCormack on Bitcoin

  Join Eric Schleien with his guest Peter McCormack as they talk about podcasting, the unique characteristics of Bitcoin, and what the future holds for it. Because of the oppositions and baseless accusations against it, for Peter, Bitcoin should've already failed....

  
• 02.26.2021

  #139: Eric Schleien & Norma Belenky Discuss Finance Podcast Week

  Join Eric Schleien with his guest Norma Belenky, the Head of Events of Podbean, as they talk about the evolution of media, Podbean’s exciting podcast features, and most especially the upcoming Finance Podcast Week.   In this episode, Norma shares her story...

  
• 02.15.2021

  #138: Thrift Shop Arbitrage

  Join Eric Schleien with the founders of Alluring Oddities, as they share stories about their income-generating passion for thrift shopping and what it took to make this side-project grow and continue growing. More than just a business, the founders treat their...

  
• 02.11.2021

  #137: Eric Schleien & Rafael Resendes discuss how to value and measure the intrinsic value of Tesla (TSLA) and GameStop (GME)

  Join Eric Schleien & Rafael Resendes discuss how to value and measure the intrinsic value of Tesla (TSLA) and GameStop (GME).   Rafael Resendes is the portfolio manager & co-founder of Applied Finance Capital Management.   To watch this on YouTube (which for this one, I...

  
• 02.05.2021

  #136: Eric Schleien & Julian Lin discussing selling GME put options and buying AMC put options/put spreads | Quick Thoughts

  Welcome to the Intelligent Investing Quick Thoughts Series, where I just spend a few minutes on relevant topics, thoughts, or things in the news. Episodes are all under 10 minutes. You can also watch the conversation on YouTube by clicking here.   Summary In...

  
• 02.04.2021

  #135: Eric Schleien discussing selling GameStop (GME) Put Options

  Welcome to the Intelligent Investing Quick Thoughts Series, where I just spend a few minutes on relevant topics, thoughts, or things in the news. Episodes are all under 10 minutes. Summary In this episode, Eric Schleien discusses how to play GameStop (GME)...

  
• 01.26.2021

  #134: Eric Schleien Discussing Why He Hates Shorting Stocks, Thoughts on GameStop (GME)

  I discuss why I hate shorting stocks and discuss the recent example of GameStop (GME).   About Eric Schleien Over the past decade, Eric has trained thousands of individuals including board members of public companies as well as several Fortune 500 CEOs. Eric...

  
• 01.25.2021

  #133: Quick Thoughts | Overbid Special Situations; Collector's Universe (CLCT); Alaska Communications (ALSK); Think Childcare (TNK)

  Welcome to the Intelligent Investing Quick Thoughts Series, where I just spend a few minutes on relevant topics, thoughts, or things in the news. Episodes are all under 10 minutes. In this episode, I discuss some success I've had with overbid...

  
• 01.21.2021

  #132: Brian Balbirnie, Founder/CEO of Issuer Direct

  Summary In this episode, I sit down with Brian Balbirnie who is the Founder & CEO of one of my favorite microcap companies, Issuer Direct. For those interested, a few years ago, I sat down with Travis Wiedower where we discussed the...

  
• 01.14.2021

  #131 - Jeremy Raper on his 2021 Investment Strategy, SNEX, BWMX, Peabody Bonds, and TikTok Investors

  Summary In this episode, I bring Jeremy Raper of Raper Capital back on the show to discuss his 2021 Investment Playbook. We also do a recap of some of the investments from 2020. You can also watch this episode on YouTube.   Show Notes 0:37...

  
• 01.12.2021

  #130: Founder & CEO of Shift (SFT), George Arison on going public via SPAC, an Industry Outlook on the future of online car buying

  Summary In this episode of the Intelligent Investing Podcast, I sit down with the Founder & CEO of Shift (SFT) which went public recently via a SPAC.   Show Notes 1:29: Background On George Arison3:50: Getting into the automotive space4:39: The Auto Financing Market10:16:...

  
• 12.15.2020

  #129: Rafael Resendes - portfolio manager & co-founder of Applied Finance Capital Management

  Summary In this episode, I had the pleasure of sitting down with Rafael Resendes who is the portfolio manager & co-founder of Applied Finance Capital Management. It was pretty exciting to have the co-founder of Applied Finance on the Intelligent Investing Podcast...

  
• 12.10.2020

  #128: Jason DeBono

  Summary Jason DeBono, corporate Vice President of NuView Trust Company. Jason shares the ins and outs of alternative investing and also offers current investors a deep dive into their world and share with them how they can use their current retirement...

  
• 12.01.2020

  #127: I wrote a book! | Principles of Power: The Art & Wisdom of Badassery

  My New Book After 7 years in the making, my book Principles of Power has been released!    ***THIS WEEK ONLY*** CYBER MONDAY SALE.... 90% off the Kindle Book...just 0.99 cents :)    Summary "Principles of Power can be related to as an advanced Coaching Handbook...

  
• 11.30.2020

  #126: Viktor Nebehaj - cofounder, FreeTrade.io

  Viktor is the co-founder of Freetrade, the main commission-free trading app, or neobroker, in the UK, soon launching in Europe. Viktor grew up in Eastern Europe and joined Google's early European team in 2005, where he spent seven years based...

  
• 11.18.2020

  #125: A New Model For Shareholder Activism

  Show Links The Proxy Activism Project A New Model For Shareholder Activism (Blog) A New Model For Shareholder Activism (YouTube) A New Model For Shareholder Activism (Eric Schleien / John King) Netflix, Sears, and Tribal Leadership (Eric Schleien / John King) How To Keep Large Companies...