The Intelligent Investing Podcast

Apr 07 2025 100 ep. 28 mins 597
The Intelligent Investing Podcast artwork

Eric Schleien discusses value investing, rational investment analysis, and vital mental models.

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Eric Schleien on Vistry Group: Mispriced Crown Jewel or Value Trap?

Apr 07 2025 28 mins  
In this solo episode of The Intelligent Investing Podcast, Eric Schleien breaks down the case for why Vistry Group (LSE: VTY) may be one of the most mispriced stocks in the UK market right now — or possibly a classic value trap. After issuing three profit warnings in late 2024, Vistry’s stock tanked over 60%. But the actual issues were contained within a legacy division the com

#175: Eric Schleien’s Deep Dive on Vistry: Uncovering Value in the UK Housing Market

Jan 01 2025 27 mins  
Eric Schleien takes a deep dive into Vistry Group, exploring its strategic transformation, challenges, and the UK housing market’s unique dynamics. Gain unparalleled insights into this undervalued investment opportunity and discover both bull and bear cases for Vistry’s future.

#174: Triple Net Lease Investing Secrets with Ben Kogut

May 21 2024 53 mins  
Discover triple net lease investing secrets with Ben Kogut on Eric Schleien’s Intelligent Investing Podcast. Learn how Ben raised over $110 million in commercial real estate syndications. Perfect for value investors and real estate enthusiasts.

#173: The Ultimate Value Investment - Robbie Kramer

Jan 30 2023 36 mins  
In today's episode, I sit down with my buddy Robbie Kramer to discuss the ultimate value investment, relationships. Last week, I had the pleasure discussing investing on his show. You can listen to the episode, here. If you prefer to watch it on YouTube, you can watch the episode, here. The most important relationship you'll ever invest in is probably who you end up marrying. Choos

#172: The New Model For Shareholder Activism; The BS Myth Around ”Soft Skills”; Measuring The Wrong Stuff

Jun 02 2022 44 mins  
Summary In this episode, I break down the current paradigm for shareholder activism, speak to the new model that I invented which is vastly superior both in results and reliability. We discuss the myth of "if it can't be measured, it doesn't exist", the myth around "soft skills", and how people often ask the wrong questions or measure the wrong stuff due to perverted influences by

#171: Rebuttal To Some Trupanion Hate $TRUP; Discussing the Toxicity Of Twitter $TWTR

May 15 2022 18 mins  
NEW PODCAST Hey All! I’ve started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out The Eric Scheien Podcast which is an ontological podcast where I break down distinctions of human consciousness as an access to enhancing performance. Summary I received this email last year about Trupanion and wanted to address some

#170: Westell; A Ben Graham Net-Net; Evan Bleker

Jan 12 2022 9 mins  
NEW PODCAST Hey All! I’ve started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out The Eric Scheien Podcast which is an ontological podcast where I break down distinctions of human consciousness as an access to enhancing performance. NET NET HUNTER This episode is sponsored by Net Net Hunter. If you’re interested

#169: Update On Solitron (SODI) - Trey Henninger

Dec 13 2021 17 mins  
NEW PODCAST Hey All! I’ve started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out The Eric Scheien Podcast which is an ontological podcast where I break down distinctions of human consciousness as an access to enhancing performance. NET NET HUNTER This episode is sponsored by Net Net Hunter. If you’re interested

#168: Discussing Uber‘s Business Model - Vitaliy Katsenelson

Dec 07 2021 60 mins  
Summary In this episode, I sit down with Vitaliy Katsenelson of IMA to discuss Uber's business model. We ended up chatting for about an hour and went pretty deep into the weeds around ride-sharing, Uber, and also what the future holds for the industry both in the United States and globally. Show Links Investor.fm Contrarian Edge The Six Commandments Was Our Money Manager Kidnapped?

#167: Quick Idea; Update On LAACO ($LAACZ); Possible Catalyst | Eric Schleien

Oct 14 2021 8 mins  
Eric Schleien with a quick update on LAACO (LAACZ)