170 Episodes

  1. Eric Schleien on Vistry Group: Mispriced Crown Jewel or Value Trap?

    Published: 4/7/2025
  2. #175: Eric Schleien’s Deep Dive on Vistry: Uncovering Value in the UK Housing Market

    Published: 1/1/2025
  3. #174: Triple Net Lease Investing Secrets with Ben Kogut

    Published: 5/21/2024
  4. #173: The Ultimate Value Investment - Robbie Kramer

    Published: 1/31/2023
  5. #172: The New Model For Shareholder Activism; The BS Myth Around ”Soft Skills”; Measuring The Wrong Stuff

    Published: 6/2/2022
  6. #171: Rebuttal To Some Trupanion Hate $TRUP; Discussing the Toxicity Of Twitter $TWTR

    Published: 5/16/2022
  7. #170: Westell; A Ben Graham Net-Net; Evan Bleker

    Published: 1/12/2022
  8. #169: Update On Solitron (SODI) - Trey Henninger

    Published: 12/14/2021
  9. #168: Discussing Uber‘s Business Model - Vitaliy Katsenelson

    Published: 12/7/2021
  10. #167: Quick Idea; Update On LAACO ($LAACZ); Possible Catalyst | Eric Schleien

    Published: 10/14/2021
  11. #166: Eric Schleien Discussing BE Semiconductor Industries NV (BESIY) w/ Jason Rivera

    Published: 9/29/2021
  12. #165: Eric Schleien Discussing The Ultimate Sin Stock w/ Jason Rivera; Altria (MO)

    Published: 9/27/2021
  13. #164: An Undervalued Government Contractor Microcap Stock; WidePoint Corporation (WYY); Eric Schleien & Jason Rivera

    Published: 9/24/2021
  14. #163: Eric Schleien Hosts Finance Podcast Week

    Published: 9/22/2021
  15. #162: Discussing McCoy Global $MCB

    Published: 8/3/2021
  16. #161: Discussing ADDvantage Technologies Group, Inc. (AEY)

    Published: 7/29/2021
  17. #160: Discussing Dorian LPG trading below NAV - Braxton Gann

    Published: 7/6/2021
  18. #159: Stealth Gas Trading Below NAV - Braxton Gann

    Published: 7/1/2021
  19. #158: Discussing General Mills $GIS, Intel $INTC JM Smucker $SJM, Apple $AAPL - Jason Rivera

    Published: 6/22/2021
  20. #157: Martin Marietta $MLM - Andrew Sather

    Published: 6/17/2021

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