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.
SummaryIn this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Braxton Gann to discuss another shipping company, Dorian LPG (LPG). Braxton believes the business is cheap due to the business trading at a steep discount to its Net Asset Value.
Show Notes[2:10] Shipping has been in a bull market
[2:37] Track record of management
[4:45] Eric Schleien pushing back on Braxton on concerns about shipping stocks
[8:08] How to make money with shipping stocks
[10:26] Recap on Scorpio Tankers
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#92: Don Chambers; The Proxy Battle at Firsthand Tech Value Fund
#91: Coronavirus Investing Series, Part 9 | Shelly Lombard
#90: Coronavirus Investing Series, Part 8 | Jeremy Raper | Japanese Hotel REITs
#89: Coronavirus Investing Series, Part 7 | Jeremy Raper | GAN plc
#88: Coronavirus Investing Series, Part 6 | Jeremy Raper | Opportunities In Gold
#87: Gregory Zuckerman | The Man Who Solved The Market: How Jim Simons Launched The Quant Revolution
#86: Coronavirus Investing Series, Part 5 | Jeremy Raper | Merger Arb
#85: Coronavirus Investing Series, Part 4 | Braxton Gann | Shipping Companies
#84: Coronavirus Investing Series, Part 3 | Jeremy Raper | Qantas Airways
#83: Coronavirus Investing Series, Part 2 | Jeremy Raper | AerCap (AER)
#82: Coronavirus Investing Series, Part 1 | Jeremy Raper | General Market Overview
#81: Julian Lin | The opportunity in mall REITs | Macerich (MAC)
#80: Guy Spier
#79: Gobinath Balasubramanian | Fairfax India | Thomas Cook India
#78: Key Takeaways From The 2019 Berkshire Hathaway Letter To Shareholders | Eric Schleien
#77: Alex Portelli | prntly.com
#76: Evan Bleker | Net Net Hunter
#75: Igor Ciric | Check-Cap Ltd. (CHEK)
#74: Christian Olesen | Cambria Automobiles Update (CAMB)
#73: Brian Dress | Left Brain Investment Research | 3 Distressed Bonds | 3 Undervalued Equities
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