The Intelligent Investing Podcast
Eric Schleien discusses value investing, rational investment analysis, and vital mental models.
Episodes
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 r...
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 Partnersh...
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 mu...
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 commercia...
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 sp...
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 discus...
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.
SummaryI received this email last year about Trupanion and wanted to address some points made. The entire email is here:
Read more
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 HUNTERThis episode is sponsored by Net Net Hunter. If you’re interested in finding high-quality stocks trading at fractions of ...
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 HUNTERThis episode is sponsored by Net Net Hunter. If you’re interested in finding high-quality stocks trading at fractions of ...
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 More About Vitaliy KatsenelsonVitaliy ...
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.
SummaryI 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 t...
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).
SummaryJason 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 a...
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 i...
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 o...
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 StocksIn this episode, Eric Schleien sits down with Andrew Sather and Jason Rivera to discuss two real estate stocks.
- Laaco Ltd (LAACZ), which owns...
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 PodcastHey 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 d...
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
...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.
SummaryHey 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.
SummaryHey 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.
PodbeanThis podcast is sponsored by Podbean. Podbean is probably the easiest way to create your own podcast. We use Podbean to host th...
Popular Podcasts
Two Guys (Bowen Yang and Matt Rogers). Five Rings (you know, from the Olympics logo). One essential podcast for the 2026 Milan-Cortina Winter Olympics. Bowen Yang (SNL, Wicked) and Matt Rogers (Palm Royale, No Good Deed) of Las Culturistas are back for a second season of Two Guys, Five Rings, a collaboration with NBC Sports and iHeartRadio. In this 15-episode event, Bowen and Matt discuss the top storylines, obsess over Italian culture, and find out what really goes on in the Olympic Village.
Listen to the latest news from the 2026 Winter Olympics.
The 2026 Winter Olympics in Milan Cortina are here and have everyone talking. iHeartPodcasts is buzzing with content in honor of the XXV Winter Olympics We’re bringing you episodes from a variety of iHeartPodcast shows to help you keep up with the action. Follow Milan Cortina Winter Olympics so you don’t miss any coverage of the 2026 Winter Olympics, and if you like what you hear, be sure to follow each Podcast in the feed for more great content from iHeartPodcasts.
Saskia Inwood woke up one morning, knowing her life would never be the same. The night before, she learned the unimaginable – that the husband she knew in the light of day was a different person after dark. This season unpacks Saskia’s discovery of her husband’s secret life and her fight to bring him to justice. Along the way, we expose a crime that is just coming to light. This is also a story about the myth of the “perfect victim:” who gets believed, who gets doubted, and why. We follow Saskia as she works to reclaim her body, her voice, and her life. If you would like to reach out to the Betrayal Team, email us at betrayalpod@gmail.com. Follow us on Instagram @betrayalpod and @glasspodcasts. Please join our Substack for additional exclusive content, curated book recommendations, and community discussions. Sign up FREE by clicking this link Beyond Betrayal Substack. Join our community dedicated to truth, resilience, and healing. Your voice matters! Be a part of our Betrayal journey on Substack.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com