In this episode, Eric Schleien & Anthony Waldichuk discuss Ojai Oil Company (OJOC).
Anthony started out as a trader for what is now TD Ameritrade Institutional’s trading desk, moved onto LPL Financial where he traded equities, then moved over to trade fixed income instruments.
Then moved to the buy-side as a portfolio manager for Neosho Capital LLC, where he focused on international and emerging market equities.
Retired in 2016 to oversee his real estate portfolio, but still dabbles in the stock market occasionally, mostly in the inefficient micro-cap space.
He can be followed on Twitter at @darkfirecapital
Follow Eric on Seeking Alpha, Twitter, Facebook, LinkedIn, and GSCM.
A writeup of this podcast was also published on Seeking Alpha which you can find here: https://seekingalpha.com/article/4235632-ojai-oil-company-podcast#73: Brian Dress | Left Brain Investment Research | 3 Distressed Bonds | 3 Undervalued Equities
#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)
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