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 SvendaPipeline Company Below Liquidation Value and More - Tim Bergin - onbeyondinvesting.com
John Malone's Liberty Companies + Investing in Kinder Morgan - Anthony Morley - Delphi Value Investments
Value Investing in India - Gobinath Balasubramanian, Chief Investment Officer of GB Investments
Real Estate Market opportunities via government regulations - Nick Berry and Cam Rock - Berry-Rock Capital
Interview with Jason Rivera - Chairman, CEO, and Founder of Rivera Holdings LLC.
Interview with Matt Millard from MRM Properties, Value Investing in Real Estate
Adam Mead - Mead Capital Management
Christian Olesen - Two Investment Ideas: An Arbitrage Opportunity + An Undervalued Sector in an Expensive Market
John King - Tribal Leadership - A New Model For Activism
Nate Tobik - Investing in Banks
Liberty SiriusXM Group - Anthony Morley
Erin Houston, CEO of wearwell
Concentrated Portfolios, Retail, Supermarkets, Interest Rate Sensitive Banks -- Geoff Gannon
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