This is Part 5 of a special Coronavirus Investing Series. If you have not listened to Part 1, please click here to get the overall context/market overview during this unprecedented time.
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OVERVIEW
In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Jeremy Raper to discuss some merger arbitrage and special situation investment opportunities in this coronavirus market environment.
Staying In Touch With Eric Schleien
Pipeline 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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