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
If you like The Intelligent Investing Podcast, please consider leaving a rating and review on Apple Podcasts. It takes less than 30 seconds to do and makes a huge difference! You can also join the Facebook page!
You can subscribe to the podcast on the following platforms:
Facebook | LinkedIn | Twitter | YouTube | GSCM | Instagram
Email: IntelligentInvesting@gmail.com
#72: Jeremy Raper | Credit-Based Equity Investing | Japanese Stocks | Shinoken | Gan | Nio
#71: Brian Langis; Brookfield Asset Management; Why The Modern Shareholder Activist Is Inferior To Cultural Activism
#70: Glenn Surowiec; Index Investing Bubble; General Electric
#69: Braxton Gann; Shipping Companies; IMO 2020
#68: Eric Schleien; Trupanion; Slowing Growth; Issues in California
#67: Gobinath Balasubramanian; a take-under in Russia; a Cheap Mexican Cable Company That Will Make its Market Cap Back in 5 years
#66: Anthony Waldichuk; Tower Properties (TPRP); An obscure OTC stock trading for over 20,000/share
#65: David J Flood | Elementary Value Blog | Equitech International Corp (EQTL)
#64: Millennium Investment & Acquisition Co (MILC)
#63: Caledonia Mining (CMCL)
#62: Conair Corp (CNGA) - Another Obscure OTC Stock
#61: NACCO Industries - Geoff Gannon
#60: Detroit Real Estate Investing
#59: Jan Svenda - Mills Music Trust
#58: Jan Svenda; OTC Investing
#57: Christian Olesen - Cambria Automobiles
#56: Butler National (BUKS)
#55: The Joys Of Compounding; Gautam Baid
#54: Meritage Hospitality Group (MHGU)
#53: The Oaktree Capital / Brookfield Asset Management Transaction; Brian Langis
Join Podbean Ads Marketplace and connect with engaged listeners.
Advertise Today
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast