EricSchleien

With the market down again - I'm just going to re-share: If you are a shareholder in a company and the stock has these following characteristics: - market cap is under 400m and ideally under 200m - insiders own 10% or less of the stock - company is being mismanaged in some way please let me know and if it seems like a good fit for what I can do in implementing tribal leadership, I will pay for ALL of your expenses related to the proxy battle to replace management.

Paid or unpaid? Either!

I'd love to hear everyone's favorite financial news sources. I'm compiling a list of sources both print and online.

AERCAP Parks Hotels and Resorts Basket of Cruises StoneCo American Eagle Urban Outfitters Shopify Tesla Facebook Heico Transdigm These are the stocks in general I found has an overhang of bankruptcy but can't see them being BK unless in a real draconian situation - and if that's the case we won't need money. How does Facebook have the overhang of BK?

AerCap

Has anyone here ever taken any courses with Coursera or Udemy? Wondering if anyone has positive experiences with either platform.

I interviewed one of my colleagues who has trained a lot of the monks for the Dalai Lama, currently works for PayPal and Google, and worked with Chip Wilson to help start Lululemon from 0. One of the most extraordinary human beings I've ever met in my life. https://ericschleien.com/podcast/scott-forgey-google-paypal-how-to-keep-large-companies-innovative/

Speaking being

+47%

Huge fan of my 2019 Subaru Forester Sport :)

Merry Xmas to everyone celebrating today and a healthy happy holidays to all of you. Wishing you all creating a fantastic 2020

Hi All - I've started to poke around within the Oil & Gas Sector as pretty much anything commodity related has been beaten down. I remember in 2016, there was lots of bond opportunities in some of these names. Want to start a thread so we can discuss different ideas/opportunities as they come up, and perhaps want some feedback on our ideas. Best, Eric

So at $5 it was a steal. Now it's $1 and it's still a steal. Eric, why are you ignoring the history on this? I have. I owned this. One of my worst investments of all time. Basically getting the itch again to invest and looking to have others talk me out of it :)

I'm getting antsy to buy this again at these levels. Who read this seeking alpha article and thinks this is still a BAD investment? Would love to hear the bear case here at these levels/valuation/management. The employee stock purchase plan being putting back into place as well as the CFO taking 50% of his bonus in stock, while not necessarily that meaningful on its own, is something that had me perk up here which also led to me reading this article. https://seekingalpha.com/article/4310589-dundees-dpm-stake-equals-companys-total-enterprise-value-free-option-on-everything-else Would love for someone who genuinely thinks this is a bad investment to share with me their bearish view at these levels.. thanks!

Hi Stuart - The article from Feb 2019 is one I wrote. The article was based off a podcast that I recorded which you can check out here: https://ericschleien.com/podcast/anthony-waldichuk-national-stock-yards/ Best, Eric Schleien Same here. I suspect the pot. SEC action may scare some investors away from dark stocks and cause some selling. I am happy to oblige and provide liquidity if the price is right. Not much public information out for NSYC, though from the Seeking Alpha post in Feb, 2019 it sounds very interesting - especially at a market cap of $9m. I emailed the company to see if they'll send annual reports on request. I don't like my chances, but it's worth a try.

Bought more National Stock Yards (NSYC)

Good article I read today: https://www.profgalloway.com/mdma

Increased my position in Trupanion, GrafTech, and also initiated an arb position for a small thinly traded company that's tendering out shareholders.

Crowdsourcing interesting topics to discuss on my podcast. Thanks guys in advanced :-) http://ericschleien.com/podcast/

On the latter point, I spoke for about 2 hours in depth about this at my annual meeting this year in NY. I think you're exactly on point here :)

Obviously the dividend policy is in place to keep control and pay the Watsa family

agree. but since each individual is part of a platform network and that network is monetizing the aggregate, each individual should get his/her proportionate share of the aggregate value You do. It's called using a "free" service

wouldn't be the first time that Boeing has had an error with their coding.... MIC DROP...wow!! that's epic

More TRUP

From Oct 19, 2018 - an email from Fairfax India Hello Eric Fairfax India is considered a PFIC for tax purposes. Thank you John Varnell VP Did you ever receive any closure on this issue?