The Intelligent Investing Podcast

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. TIKR.com This episode is brought to you by TIKR.com . This is a product I personally use for research...

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 50k+ stocks globally with financials, estimates, valuation metrics, ownership, transcripts, news, filings,...

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 50k+ stocks globally with financials, estimates, valuation metrics, ownership, transcripts, news, filings,...

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 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. I...

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...

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....

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....

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 from them, Eric expounds on what he thinks is a rear-view mirror thinking and on how he managed to lose more money to areas of omission...

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 with so much debt and having to spend so much for redevelopment isn't going to be an excellent spot to have. Summary In this episode, Julian also talks abo...

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 Podcast and Rick Bloom from Rick Bloom Talks Money on the nuances of what actually happened, and how all the pieces fit together. Eric Schleien's Book Thank...

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 in order to unearth value even from beat-up ventures and potential investments. He emphasizes the strategy of having enough key players in a busi...

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 the merger made with CBS Radio, he explains what Entercom holds for the next 12-18 months and tells us the technicalities on why he think...

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. Today, it is still operating and growing even higher.   In this episode, Peter gets into discussing decentralization, Bitcoin mining, his...

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 on getting into podcasting and the facet that sets apart a podcast. She also gives us a brief of the stimulating discussions, guests, and perk...

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 passion as a venture wherein they can cultivate experiences for their friends, loved ones, and Buffalo's whole community. Community over co...

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 would recommend) - you can click, here .   Resources For listeners interested in some of the research presented on the show to...

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 this episode, Eric Schleien discusses how to play GameStop (GME) from a value investing standpoint and what he is doing around selling Put O...

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) from a value investing standpoint and what he is doing around selling Put Options. About Eric Schleien Over the past decade, Eric has trained t...

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 specializes in organizational culture and has become a leading authority on organizational culture in the investment industry. Eric has been...

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 opportunities where you buy a stock that is getting bought out at an absurdly cheap price with the hope for a higher bid and where your downside is low due t...

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 company.  This episode is also available on YouTube . About Eric Schleien Over the past decade, Eric has trained thousands of individuals including board members of p...

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 - Corona Update 1:34 - The easy money has been made, so now what? 2:46 - Market crises 4:51 - Short-term pain 5:59 - 2021 Investing Playbook 10:47 - Stonex Gro...

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 Arison 3:50: Getting into the automotive space 4:39: The Auto Financing Market 10:16: Starting Shift 13:49: Company Growth 15:16: Disruption in Cars 16:20: The Traditional Dealer 16:26: Carvana vs Shift 18:49...

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 due to the fact they have become a thought leader in valuation and portfolio construction in the value investing community. You could s...

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 plans and turn them into funds for alternative investments. With over 15 years of experience in the self-directed IRA industry, and his role as Vice...