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SummaryIn this episode I sit down with Evan Bleker to discuss what he's currently doing in the net-net world for 2021. It was a pleasure to have him back on the show. We discussed the big winners from 2020 and biggest losers. One of the big winners we discussed was a net-net stock called Polar Power. We also discussed how tanker stocks were the biggest losers for 2020 as well. We then discuss Evan's general net-net strategy, and a few stocks such as Kaspien, Playmate Toys, and TLV Holdings. If you're interested in investing in net-net stocks you won't want to miss this.
Show Notes[00:21] Discussing the net-net portfolio for 2020
[00:44] Big winners and losers of 2020
[00:48] Polar Power
[01:59] Tankers
[02:49] Kaspien
[10:18] Playmates Toys
[15:05] TLV Holdings
[26:15] ADDvantage Technologies
ResourcesEvan Bleker's Book on Amazon
Eric Schleien's Book on Amazon
About Evan BlekerEvan Bleker is a professional investor who has built his track record by buying high quality net net stocks. When not researching stocks, he focuses his time on helping small investors learn the strategy so they can earn great returns.
Evan manages two investing websites: Net Net Hunter and Broken Leg Investing.
Evan discussed Warren Buffett’s net net investing practice during his partnership. Further resources available here:
You can follow Evan’s portfolio performance here:
You can sign up for his free newsletter on the Net Net Hunter home page.
About Eric SchleienOver the past decade, Eric has trained thousands of individuals, including board members of public companies as well as several Fortune 500 CEOs. Eric specializes in organizational culture and has become a leading authority on organizational culture in the investment industry. Eric has been investing for 15 years and has been using breakthrough coaching methodologies for over a decade. Eric had the insight to combine proven coaching methodologies with shareholder activism techniques to create an entirely new model for shareholder activism that was more reliable and created greater sustainable results in a rapid period of time. On average, Tribal Leadership produces a 3-5x increase in profits of culturally troubled companies within an average of 24 months or less. Eric currently resides in Philadelphia, PA.
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Email: intelligentInvesting@gmail.com
#134: Eric Schleien Discussing Why He Hates Shorting Stocks, Thoughts on GameStop (GME)
#133: Quick Thoughts | Overbid Special Situations; Collector's Universe (CLCT); Alaska Communications (ALSK); Think Childcare (TNK)
#132: Brian Balbirnie, Founder/CEO of Issuer Direct
#131 - Jeremy Raper on his 2021 Investment Strategy, SNEX, BWMX, Peabody Bonds, and TikTok Investors
#130: Founder & CEO of Shift (SFT), George Arison on going public via SPAC, an Industry Outlook on the future of online car buying
#129: Rafael Resendes - portfolio manager & co-founder of Applied Finance Capital Management
#128: Jason DeBono
#127: I wrote a book! | Principles of Power: The Art & Wisdom of Badassery
#126: Viktor Nebehaj - cofounder, FreeTrade.io
#125: A New Model For Shareholder Activism
#124: Don Chambers - Update On SVVC Activism
#123: Ann Hambly - 1st Service Solutions
#122: Luis Sánchez - Net Net Investing
#121: Harris Kupperman
#120: Brian Langis - Discussing TikTok and Social Media
#119: Alexander Gramatzki; Investing In Music Royalties
#118: Braxton Gann; Containerships; Shipping; Distressed Mortgage Notes
#117: Mariusz Skonieczny
#116: Robert Leonard
#115: Shana Sissel; CIO Spotlight Asset Group; Alternative Investments; Mrs. Illinois 2020; Financial Literacy For Women; Women In Finance
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