Eric Schleien hosts the September Roundtable for Finance Podcast Week. Join Eric Schleien, host of the Intelligent Investing Podcast, with Andrew Sather and Jason Rivera for a jam packed hour long finance roundtable.
Eric Schleien Discusses Real Estate StocksIn this episode, Eric Schleien sits down with Andrew Sather and Jason Rivera to discuss two real estate stocks.
Eric Schleien believes that both of these are cheap real estate stocks that would be some of the best picks for 2021. Both of these stocks are special situations as it is likely that both of these will be selling core assets for a higher price than the current market value. In Cedar’s case, they may sell the entire company. With Laaco, they may sell their self-storage business at what would almost certainly be a higher price than the current market price if they were to get a fair valuation on the assets.
Eric Schleien Discusses Modern Value Investing
One of the things that Eric points out during the roundtable is that modern GAAP accounting isn’t always appropriate for companies such as Amazon (AMZN) or Trupanion (TRUP) to show true value of the business. For example, Amazon’s R&D expense he believes is an asset even though it gets run through the income statement as an expense.
To learn more about Eric Schleien, check out his personal website and business website. You can also reach out to him on Twitter, Instagram, and LinkedIn.
If you'd like to read his book, you can find it on Amazon.
Jason Rivera Discusses Altria Stock
During the episode Jason Rivera discusses Altria (MO) as a potential value investment due to the stability of the business mixed with a high dividend yield. Jason believes that Altria is a better inflation hedge than buying TIPS.
To learn more about Jason Rivera, check out his website: Value Investing Journey
Andrew Sather Discusses Defense Contractors
Andrew believes that defense contractors offer good value in this market. As a value investor, he is always looking for sectors and companies that are being mispriced by the market for various reasons.
To learn more about Andrew Sather, check out his website: Investing For Beginners
#154: Pershing Square Tontine $PSTH - Andrew Walker
#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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