In this episode of The Intelligent Investing Podcast, Eric Schleien and Glenn Surowiec discuss the Index Investing Bubble as well as discuss General Electric (GE) which has been going through a massive restructuring.
Glenn manages SMA's through GDS Investments which he founded in 2012. From 2001 to 2012, he worked for Alsin Capital Management, Inc. as an equity research analyst (2001-2003), co-portfolio manager (2003-2008), and portfolio manager (2008-2012). Before joining ACM, Glenn worked for Enron Corp. as a derivatives structuring manager, and for Commerce Bancorp (now TD Bank) as a real estate credit analyst.
He currently serves as an advisory board member of Value Conferences, an online-only conference featuring some of the most prestigious value investors across the globe.
Contact Eric SchleienIf you’d like to connect with me Eric directly, he always loves connecting with listeners of the Intelligent Investing Podcast on his personal Twitter. You can also connect with Eric on Facebook, Instagram, or through his personal website. To follow The Intelligent Investing Podcast, click here.
Disclosure: Eric's firm Granite State Capital Management manages SMA's. None of his clients own GE stock. That could always change in the future without notice.
Contact Glenn Surowiec
Glenn can be reached by email: glenn@gdsinvestments.com OR he can be reached via his website.
You can read Glenn's most recent letter to his investors, here.
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#153: Multi-bagger Potential in Solitron Devices $SODI; a recap of Entercom $ETM/$AUD and Northfield Precision $NFPC - Trey Henninger
#152: The Discovery Communications $DISCA $DISCK / WarnerMedia $T Merger
#151: Some Quick Thoughts On My Largest Position, Liberated Syndication (LSYN)
#150: How To Invest In Outer Space...seriously! - Robert Jacobson
#149: Discussing some incredibly OBSCURE net-net stocks - Evan Bleker
#148: Discussing Trupanion (TRUP)...again! - Reaction To Steel City Capital Letter
#147: Shaking Things Up At Firsthand Technology Value Fund; Should They Liquidate? - Don Chambers
#146: How To Become An Expat; Lowering Your Taxes; Increasing Your Standard Of Living - Mikkel Thorup
#145: My Favorite Stock Idea for 2021, Why I Don't Short Stocks, and More: Q&A w/ Eric Schleien
#144:Value Investing In The Cannabis Industry, Trulieve, and Green Thumb Industries - Julian Lin
#143: Game Stop, Robinhood and the Merrymen of Reddit - What actually happened?
#142: Andrew Sather on Warren Buffett's Cash Cows, Hedging the US Dollar, Residential Real Estate, Griffon (GFF), and Electronic Arts (EA)
#141: Trey Henninger on Entercom, Northfield Precision, and a New SEC Rule Impacting Dark Companies
#140: Peter McCormack on Bitcoin
#139: Eric Schleien & Norma Belenky Discuss Finance Podcast Week
#138: Thrift Shop Arbitrage
#137: Eric Schleien & Rafael Resendes discuss how to value and measure the intrinsic value of Tesla (TSLA) and GameStop (GME)
#136: Eric Schleien & Julian Lin discussing selling GME put options and buying AMC put options/put spreads | Quick Thoughts
#135: Eric Schleien discussing selling GameStop (GME) Put Options
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