The Intelligent Investing Podcast

Eric Schleien•intelligentinvesting.podbean.com

Business

Investing

Eric Schleien discusses value investing, rational investment analysis, and vital mental models.

Last refreshed: August 23rd, 2025 at 11:27 AM ⓘ

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Episodes

#86: Coronavirus Investing Series, Part 5 | Jeremy Raper | Merger Arb

This is Part 5 of a special Coronavirus Investing Series. If you have not listened to Part 1, please click here to get the overall context/market overview during this unprecedented time. You can also listen to: Part 2 Part 3 Part 4 OVERVIEW In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Jeremy Raper to discuss some merger arbitrage and special situation investment opportunities in this coronavirus market environment. Staying In Touch With Eric Schleien Faceboo...

Mar 23, 2020•14 min•Ep. 86

#85: Coronavirus Investing Series, Part 4 | Braxton Gann | Shipping Companies

This is Part 4 of a special Coronavirus Investing Series. If you have not listened to Part 1, please click here to get the overall context/market overview during this unprecedented time. You can also listen to: Part 2 Part 3 Overview After a decade of bankruptcies, shipping investors are fed up. The shipping ETF was shuttered a month ago, and the carnage prompted Morgan Stanley and JP Morgan to drop coverage of the entire sector. Investors fear that Covid-19 will crush oil demand, and plummeting...

Mar 21, 2020•30 min•Ep. 85

#84: Coronavirus Investing Series, Part 3 | Jeremy Raper | Qantas Airways

This is Part 3 of a special Coronavirus Investing Series. If you have not listened to Part 1, please click here to get the overall context/market overview during this unprecedented time. Part 2 of the series, can be found here . OVERVIEW In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Jeremy Raper to discuss Qantas Airways, an airliner who has seen it's stock plunge during this coronavirus pandemic. Qantas is part of the Australian air travel market which Jerem...

Mar 20, 2020•15 min•Ep. 84

#83: Coronavirus Investing Series, Part 2 | Jeremy Raper | AerCap (AER)

This is Part 2 of a special Coronavirus Investing Series. If you have not listened to Part 1, please click here to get the overall context/market overview during this unprecedented time. Overview In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Jeremy Raper to discuss AerCap (AER), a bombed-out stock during this coronavirus pandemic. AerCap is the world's largest independent aircraft leasing company. Jeremy believes there is triple-digit upside potential in the ...

Mar 18, 2020•26 min•Ep. 83

#82: Coronavirus Investing Series, Part 1 | Jeremy Raper | General Market Overview

This is Part 1 of a special Coronavirus Investing Series. Overview In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Jeremy Raper to discuss a general market overview during this coronavirus pandemic. We discuss 3 baskets of places to start looking and researching to find potential investment opportunities. Staying In Touch With Eric Schleien Facebook YouTube LinkedIn Twitter Instagram GSCM Staying In Touch With Jeremy Raper Blog Twitter...

Mar 18, 2020•16 min•Ep. 82

#81: Julian Lin | The opportunity in mall REITs | Macerich (MAC)

Show Notes In this episode, Eric sits down with Julian Lin to discuss the mall real estate industry. Julian is a contributor on Seeking Alpha with over 13,000 followers . Julian runs a stock investment newsletter named Best of Breed which invests in high-quality companies with “moaty” business models, conservative balance sheets, and best in class management teams. You can find out more about the newsletter here - there is a 2 week free trial available . Stocks of mall real estate investment tru...

Mar 13, 2020•50 min•Ep. 81

#80: Guy Spier

In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Guy Spier who is the founder and investment manager of The Aquamarine Fund. Eric and Guy discuss the philosophy of value investing beyond just looking at a business and how it impacts our day to day living and develops us as a human being. Resources Think and Grow Rich How to Win Friends and Influence People The Infinite Game Finite and Infinite Games Staying in touch with Guy Twitter Linkedin Facebook Instagram S...

Mar 02, 2020•1 hr 12 min•Ep. 80

#79: Gobinath Balasubramanian | Fairfax India | Thomas Cook India

If you like this podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio Summary Eric Schleien sits down with Gobinath Balasubramanian. We discuss Fairfax India and Thomas Cook India. Other interviews with Gobinath on The Intelligent Investing Podcast: A Take-Under In Russia; A Cheap Mexican Cable Company That Will Make Its Market Cap Back In 5 Years Value Investing In India About Gobinath Gobinath Balasubramanian is the Chief Investment Officer of GB...

Feb 25, 2020•30 min•Ep. 79

#78: Key Takeaways From The 2019 Berkshire Hathaway Letter To Shareholders | Eric Schleien

Today is one of my favorite Saturday's of the year. Every Saturday for over the past decade now, I have woken up every Saturday morning before the Berkshire Hathaway Letter To Shareholders is released, eagerly excited to take in whatever Warren Buffett has to share with us shareholders. I would imagine many of you do the same! Once again, Warren Buffett has released his letter to shareholders this morning. In this episode of The Intelligent Investing Podcast, I break down the 2019 Berkshire Hath...

Feb 22, 2020•19 min•Season 1Ep. 78

#77: Alex Portelli | prntly.com

In this episode, Eric Schleien sits down with Alex Portelli to discuss his various entrepreneurial ventures. Alex is a serial entrepreneur, and has started a diner, an ATM business, a real estate company, and an online news organization. He's now currently working on his next venture. Alex is currently an investor in short term rental properties and is an owner of several successful websites. Alex started his privately held AirBnB business 4 years ago and went from owning 0 to 8 properties since...

Feb 10, 2020•1 hr 14 min•Ep. 77

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