In this episode, Eric Schleien sits down with Jan Svenda to discuss Conair Corp (CNGA), which is an obscure OTC stock.
CNGA was talked about briefly in EP. 29 with Dan Schum of NoNameStocks which you can listen to here.
Jan is a “deep value” investor/analyst mainly focused on the US small-cap and micro-cap universe. He started out with a long-only bias (stocks trading close to NCAV etc.) which led to his interest in the OTC world.
Jan covered this space through his exclusive newsletter service where he shared his latest long ideas and a watchlist of OTC stocks which should help subscribers generate material returns and allow them to “monitor” the OTC space more efficiently.
Connect with Jan Svenda#53: The Oaktree Capital / Brookfield Asset Management Transaction; Brian Langis
#52: Brian Langis; Commentary on Warren Buffett's CNBC Interview and Letter
#51: 2018 Berkshire Hathaway Letter to Shareholders
#50: David Yarus — Founder of JSwipe & mllnnl
#49: Google; PayPal; How To Keep Large Companies Innovative; Competitive Moats; Interview with Scott Forgey
#48: Eric Schleien & Anthony Waldichuk discuss National Stockyards (NSYC)
#47: The Poor Man's Warren Buffett
#46: Southern Reality (SRLY)
#45: Avoca, LLC (AVOA)
#44: Ojai Oil Company (OJOC)
#43: Eric Schleien & Brian Langis discuss Investing in Cuba
#42: Queen City Investments (QUCT)
#41: Comments On The Recent Market Correction
#40: GCI Liberty
#39: John King, Netflix, Sears, Tribal Leadership
#38: Facebook
#37: Amazon
#36: Getting into the weeds on marijuana stocks (we aren't so high on them) + Update on BAM & TSLA
#35: Liberty Latin America
#34: Tokenized Real Estate Assets on the Blockchain
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