To watch this episode on YouTube, click here . Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts YouTube Stitcher TuneIn Spotify Podbean iHeart Radio Summary In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Mariusz Skonieczny. We discuss the shipping industry, COVID recovery stocks, value investing in general, Oroco Resources, and Mitcham Industries. We also discuss his new website, Microcap Explosions . Abou...
Aug 25, 2020•43 min•Ep. 117
Summary In this episode of the Intelligent Investing Podcast, I sit down with Robert Leonard who is the VP of Growth & Innovation at The Investor's Podcast Network. He is also the host of the Millennial Investing Podcast and the Real Estate Investing Podcast. To watch the video of this podcast on YouTube, click here . Robert is a Certified Management Accountant (CMA) who graduated Cum Laude with a BSBA degree in Finance and Economics from the University of Massachusetts, where he also earned...
Aug 20, 2020•1 hr 22 min•Ep. 116
OVERVIEW In this episode of The Intelligent Investing Podcast, Shana Sissel sits down with Eric Schleien to discuss the world of Alternative Investments. Shana is a seasoned investment professional with almost two decades of industry experience. She currently serves as the Chief Investment Officer at Spotlight Asset Group. She also serves as one of the most prominent public faces of the firm. Shana is a frequent contributor on Bloomberg, Fox Business Network, the TD Ameritrade Network, Yahoo Fin...
Aug 07, 2020•58 min•Ep. 115
Summary Most investment portfolios look the same, comprised of 60 percent stocks and 40 percent bonds, and each portfolio moves with the rollercoaster of the stock market. Vince Annable, best-selling author of The Household Endowment Model is here to show an alternative investment method that doesn't leave you whiplashed. Modeled after the Yale Endowment Model, The Household Endowment Model is a similarly diversified, non-correlated investment strategy for individuals and families, enabling them...
Aug 06, 2020•32 min•Ep. 114
Summary Today's interview guest is Trey Henninger. Trey Henninger runs the blog and podcast, DIY Investing . Trey is a private value investor focused on microcap and dark stocks in the United States. His focus is on high-quality companies with predictable durable earnings where management has skin-in-the-game. Trey runs a concentrated portfolio of 5 stocks with a 20% weighting each. By focusing on small companies, Trey hopes to find overlooked compounders at value prices. His favorite opportunit...
Aug 04, 2020•27 min•Ep. 113
SUMMARY In this episode of The Intelligent Investing Podcast, I sit down with Jim White to discuss his book Opportunity Investing . As the famed value investor, Joel Greenblatt, had to say about the book: "Jim White's marvelous book Opportunity Investing is conclusive evidence of my belief that the secret to investing is to figure out the value of something - and then pay less. Dr. White offers magical advice on how to make big money while saving on capital gains. At the same time, he vividly il...
Jul 31, 2020•31 min•Ep. 112
In this episode, I sit down with Malcolm Ingalsbe and Ladislao Zichy Thyssen, co-author Quantrarian Research, a research blog covering microcap equities. We discuss a long position of theirs, XLMedia PLC Summary XLMedia PLC ( LSE: XLM ) is a leading digital publishing and affiliate marketing company that owns 2000+ informational websites across several high-growth verticals. The company generates sales primarily through revenue-sharing agreements; they publish editorials and other informational ...
Jul 27, 2020•17 min•Ep. 111
Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio YouTube Background David found this stock by screening for the smallest listed companies in the United States. He doesn't bother screening on any value metrics, just lowest market cap company he can find. No mining, financials, crypto or cannabis. Summary Founded back in 1952. HQ in Duluth, MN. Make emulsions and films in printing. Make different ty...
Jul 16, 2020•10 min•Ep. 110
Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio YouTube Video Display (VIDE) The company does video simulation products and video displays. Simulations for military and aerospace. They’ll also do huge video display units that can be installed in huge rooms like NASA. 5.9m Market Cap Lots of hair on this company. Lots of liabilities. Made 67,000 last year. And loss-making previous 3 years. Why doe...
Jul 14, 2020•14 min•Ep. 109
Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio YouTube Summary https://www.otcmarkets.com/stock/MICR/overview Micron (MICR) is a medical device company founded in 1978. MICR has a heavy debt load and negative working capital. It is sat at an all-time low and has recently announced it is going to de-list. Upon the announcement, the share price got cut in half. >10% owner has been buying more. ...
Jul 10, 2020•9 min•Ep. 108
OTC Stock Manual If you’d like to purchase Jan Svenda’s Manual Of Stock (like an updated online Walker’s Manual)…click, here . You can see samples to Jan’s manual, here . Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts YouTube Stitcher TuneIn Spotify Podbean iHeart Radio Summary Calloway's Nursery was first discussed in Episode #22 . In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Jan Svenda to discuss Cal...
Jun 25, 2020•8 min•Ep. 107
For the full video interview on YouTube, click here . Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio YouTube Overview Endor AG is a Munich-listed holding company whose sole asset is Fanatec, the premium provider of racing wheels and other accessories for sim racing games played on consoles and PCs Despite being a German-listed small-cap, the company has ~80% market share in the premium wheel/acc...
Jun 22, 2020•36 min•Ep. 106
OTC Stock Manual If you’d like to purchase Jan Svenda’s Manual Of Stock (like an updated online Walker’s Manual)…click, here . You can see samples to Jan’s manual, here . Other Episodes Featuring Jan Svenda Altair Vulcan International Millennium Investment & Acquisition Company Conair Corp Mills Music Trust OTC Investing Primer Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio IF YOU’D LIKE TO ...
May 27, 2020•9 min•Ep. 105
OTC Stock Manual If you’d like to purchase Jan Svenda’s Manual Of Stock (like an updated online Walker’s Manual)…click, here . You can see samples to Jan’s manual, here . Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio IF YOU’D LIKE TO WATCH THE INTELLIGENT INVESTING PODCAST ON YOUTUBE, CLICK HERE . Summary In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Jan Sve...
May 20, 2020•12 min•Ep. 103
Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio YouTube Summary In this episode of The Intelligent Investing Podcast, I sit down with David J Flood to discuss TSR, Inc ( TSRI ). About David Flood David runs the blog, Elementary Value , and is a private value investor based in the UK. His investing approach is grounded in the fundamental precepts of value investing based upon Ben Graham’s core con...
May 12, 2020•7 min•Ep. 102
Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio YouTube Summary In this episode, Eric Schleien interviews Zach Schleien, the founder of Filter Off which was recently featured in The New York Times . You can read other articles about Filter Off below: Lockdown Love Does Dating During Quarantine Seem Impossible? Quarantine Dating Coronavirus Sees High Spike In Dating Apps Virtual Dating Is The New ...
May 11, 2020•41 min•Ep. 101
Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio If you'd like to watch this episode on YouTube, click here . Coronavirus Investing Series: Part 12 This is Part 12 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 Part 5 Part 6 Part ...
May 08, 2020•32 min•Ep. 100
OTC Stock Manual If you'd like to purchase Jan Svenda's Manual Of Stock (like an updated online Walker's Manual)...click, here . You can see samples to Jan's manual, here . Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio IF YOU’D LIKE TO WATCH THE INTELLIGENT INVESTING PODCAST ON YOUTUBE, CLICK HERE . Summary In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Jan S...
May 06, 2020•14 min•Ep. 99
Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio IF YOU’D LIKE TO WATCH THE INTELLIGENT INVESTING PODCAST ON YOUTUBE, CLICK HERE . Summary In this episode of The Intelligent Investing Podcast, I sit down with David J Flood to discuss Microwave Filter Co ( MFCO ). You can read more about the company on David's Blog, here . About David Flood David runs the blog, Elementary Value , and is a private v...
May 04, 2020•14 min•Ep. 98
IF YOU’D LIKE TO WATCH THE INTELLIGENT INVESTING PODCAST ON YOUTUBE, CLICK HERE . Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio Summary In this episode of The Intelligent Investing Podcast, I sit down with David J Flood to discuss Koss Corporation ( KOSS ). The company is tiny, illiquid, and has been around for decades. Koss also has high insider ownership. As some of you may know, a lot of wha...
Apr 30, 2020•18 min•Ep. 97
If You’d Like To Watch The Intelligent Investing Podcast On YouTube, Click Here . Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio Summary In this episode of the Intelligent Investing Podcast, Eric Schleien sits down with Winston Justice, former OT for the Philadelphia Eagles and founder of Elixr Coffee Roasters. By the time Winston graduated, Justice was widely considered one of the best tackles ...
Apr 28, 2020•42 min•Ep. 96
For Dr. Charles Schleien's Op-Ed in the New York Times on his experience with COVID-19, click here . If You’d Like To Watch This Episode On YouTube, Click Here . Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio Summary In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with his father, Dr. Charles Schleien to discuss everything from COVID-19 to healthcare economics. We t...
Apr 27, 2020•43 min•Ep. 95
If you'd like to watch this episode on YouTube, click here . Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio Coronavirus Investing Series: Part 11 This is Part 11 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 Part 5 Part 6 Part ...
Apr 23, 2020•48 min•Ep. 94
Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio Coronavirus Investing Series: Part 10 This is Part 10 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 Part 5 Part 6 Part 7 Part 8 Part 9 Summary Eric Schleien and Brian Dress discuss...
Apr 22, 2020•28 min•Ep. 93
For a review of this situation, please see: https://savefirsthandtechnology.com/ Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio Overview In this episode of The Intelligent Investing Podcast, I had the pleasure of chatting with Don Chambers who is an activist currently involved with shaking things up at Firsthand Technology Value Fund (SVVC) To see Don's presentation on SVVC or to get in touch wi...
Apr 15, 2020•31 min•Ep. 92
This is Part 9 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 Part 5 Part 6 Part 7 Part 8 Overview In this episode, I interview Shelly Lombard who spent over 30 years on Wall Street. Shelly started her career with financing leveraged buyouts at Citibank and then spent the rest of her career either at a hedge fund investing in hi...
Apr 09, 2020•51 min•Ep. 91
This is Part 8 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 Part 5 Part 6 Part 7 In this episode of The Intelligent Investing Podcast, I sit down with Jeremy Raper to chat about a potential opportunity in Japanese Mall REIT's which have been hit pretty hard during this coronavirus pandemic. Overview If you are willing to look ...
Apr 01, 2020•22 min•Ep. 90
This is Part 7 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 Part 5 Part 6 You can also listen to a previous episode where we discuss GAN, here. You can also listen to our YouTube clip about GAN, here . Overview In this episode of The Intelligent Investing Podcast, Eric Schleien and Jeremy Raper discuss GAN plc . GAN is a leadi...
Mar 30, 2020•25 min•Ep. 89
This is Part 6 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 Part 5 In this episode of The Intelligent Investing Podcast, Eric Schleien & Jeremy Raper discuss opportunities in the Gold Sector. Macro View The macro view is that due to the massive debasement of currency during this coronavirus pandemic, that will be bullish f...
Mar 27, 2020•20 min•Ep. 88
In this episode of the Intelligent Investing Podcast, Eric Schleien sits down with WSJ Veteran Reporter, Gregory Zuckerman, to discuss his book " The Man Who Solved The Market: How Jim Simons Launched The Quant Revolution " Editorial Reviews “Leave it to the Wall Street Journal ’s Greg Zuckerman to lay open the golden mysteries of quantitative investing. With this fine, humane, and eye-opening book, he’s well and truly broken the code.” —James Grant, Grant’s Interest Rate Observer “Captivating.”...
Mar 25, 2020•24 min•Ep. 87
