In this interview, Eric Schleien sits down with Jan Svenda to discuss Mills Music Trust.
Jan is a “deep value” investor/analyst mainly focused on the US small-cap and micro-cap universe. He started out with a long-only bias (stocks trading close to NCAV etc.) which led to his interest in the OTC world.
Jan covered this space through his exclusive newsletter service where he shared his latest long ideas and a watchlist of OTC stocks which should help subscribers generate material returns and allow them to “monitor” the OTC space more efficiently.
Connect with Jan Svenda#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
#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
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