In this episode of The Intelligent Investing Podcast , host Eric Schleien speaks with Haren Bhakta, creator of the Inside Ownership Index, also known as the “Skin in the Game Index.” The Inside Ownership 100 tracks companies with high insider ownership, focusing on founder-led businesses where leadership has real skin in the game. Eric and Haren discuss why founder culture drives innovation, how insider ownership impacts long-term returns, and what happens when legendary leaders like Warren Buff...
Aug 18, 2025•21 min•Ep. 177
In this solo episode of The Intelligent Investing Podcast , Eric Schleien breaks down the case for why Vistry Group (LSE: VTY) may be one of the most mispriced stocks in the UK market right now — or possibly a classic value trap. After issuing three profit warnings in late 2024, Vistry’s stock tanked over 60%. But the actual issues were contained within a legacy division the company is actively winding down. Meanwhile, its Partnerships business — a capital-light, 40%+ ROCE cash machine — continu...
Apr 07, 2025•28 min•Ep. 176
Episode Description: Welcome to another episode of the Intelligent Investing Podcast with your host, Eric Schleien. In this in-depth episode, we’re diving into the UK housing market with a comprehensive analysis of Vistry Group, one of the most undervalued opportunities in the sector today. Known for his detailed and thoughtful investment insights, Eric Schleien brings unparalleled depth to this discussion, making this episode a must-listen for sophisticated investors. Key Takeaways: The Vistry ...
Jan 01, 2025•28 min•Ep. 175
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 syndicat...
May 21, 2024•54 min•Ep. 174
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 a...
Jan 31, 2023•37 min•Ep. 173
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. If you're interested in more discussion of the new model for shareholder activism I developed, see t...
Jun 02, 2022•45 min•Ep. 172
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...
May 16, 2022•19 min•Ep. 171
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 personal...
Jan 12, 2022•10 min•Ep. 170
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 personal...
Dec 14, 2021•17 min•Ep. 169
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, C...
Dec 07, 2021•1 hr 1 min•Ep. 168
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-stor...
Oct 14, 2021•8 min•Ep. 167
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. T...
Sep 29, 2021•15 min•Ep. 166
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 decade...
Sep 27, 2021•8 min•Ep. 165
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 t...
Sep 24, 2021•9 min•Ep. 164
Eric Schleien 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. Eric Schleien Discusses Real Estate Stocks In this episode, Eric Schleien sits down with Andrew Sather and Jason Rivera to discuss two real estate stocks. Laaco Ltd ( LAACZ ), which owns the Los Angeles Athletic Club and has a Self-Storage Business. Cedar Realty Trust ( CDR ), which...
Sep 22, 2021•1 hr 3 min•Ep. 163
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 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 enhan...
Aug 03, 2021•10 min•Ep. 162
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 5G Cell Towers Work [4:13] The Impact of COVID on ADDvantage [5:15] What it will take for the company to breakeven [6:18] The Delta COVID strain & Telecom Companies [7:52] The company may go bankrupt [9:53] Large upside in st...
Jul 29, 2021•14 min•Ep. 161
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 ...
Jul 06, 2021•12 min•Ep. 160
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 ...
Jul 01, 2021•8 min•Ep. 159
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 Schle...
Jun 22, 2021•28 min•Ep. 158
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 Schle...
Jun 17, 2021•13 min•Ep. 157
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 Schle...
Jun 15, 2021•12 min•Ep. 156
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 Schle...
Jun 12, 2021•20 min•Ep. 155
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 Schle...
Jun 08, 2021•34 min•Ep. 154
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 Schle...
Jun 03, 2021•21 min•Ep. 153
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 researching stocks at my firm. TIKR.com is focused on bringing institutional-quality investment research too...
May 27, 2021•16 min•Ep. 152
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, and more. Join TIKR.com 's free beta today with tikr.com/intelligent This episode sponsored by Net N...
May 26, 2021•7 min•Ep. 151
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, and more. Join TIKR.com 's free beta today with tikr.com/intelligent This episode sponsored by Net N...
May 24, 2021•36 min•Ep. 150
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. It's a service I love and I am proud to be able to offer this service to my listeners. If this is somet...
May 21, 2021•33 min•Ep. 149
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 This episode is also sponsored by Ne...
May 11, 2021•11 min•Ep. 148
