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
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#91: Coronavirus Investing Series, Part 9 | Shelly Lombard
#90: Coronavirus Investing Series, Part 8 | Jeremy Raper | Japanese Hotel REITs
#89: Coronavirus Investing Series, Part 7 | Jeremy Raper | GAN plc
#88: Coronavirus Investing Series, Part 6 | Jeremy Raper | Opportunities In Gold
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#86: Coronavirus Investing Series, Part 5 | Jeremy Raper | Merger Arb
#85: Coronavirus Investing Series, Part 4 | Braxton Gann | Shipping Companies
#84: Coronavirus Investing Series, Part 3 | Jeremy Raper | Qantas Airways
#83: Coronavirus Investing Series, Part 2 | Jeremy Raper | AerCap (AER)
#82: Coronavirus Investing Series, Part 1 | Jeremy Raper | General Market Overview
#81: Julian Lin | The opportunity in mall REITs | Macerich (MAC)
#80: Guy Spier
#79: Gobinath Balasubramanian | Fairfax India | Thomas Cook India
#78: Key Takeaways From The 2019 Berkshire Hathaway Letter To Shareholders | Eric Schleien
#77: Alex Portelli | prntly.com
#76: Evan Bleker | Net Net Hunter
#75: Igor Ciric | Check-Cap Ltd. (CHEK)
#74: Christian Olesen | Cambria Automobiles Update (CAMB)
#73: Brian Dress | Left Brain Investment Research | 3 Distressed Bonds | 3 Undervalued Equities
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