EricSchleien

Have a friend who some money to invest and needs to put it in Gold Mining Stocks. (long story and don't really feel like explaining). Anyway, wanted to know for those who are knowledgable in the space....if you had to put your money towards one gold mining company, what would it be?

Increased position in Liberty Braves & Liberty SiriusXM today

iTunes Link: https://itunes.apple.com/us/podcast/16-christian-olesen-two-investment-ideas-arbitrage/id1205082419?i=1000394683520&mt=2

Increased my position in Liberty Braves and also increased my position in Partners Value Investments LP which in my view is a much better way to invest into Brookfield Asset Management.

Purchased some shares in a litigation stub

Direct Link: http://intelligentinvesting.podbean.com/e/16-christian-olesen-two-investment-ideas-an-arbitrage-opportunity-an-undervalued-sector-in-an-expensive-market/

RIA in a Box! They're great.

2005

iTunes Link: https://itunes.apple.com/us/podcast/15-tobias-carlisle-the-acquirers-multiple/id1205082419?i=1000393925473&mt=2

Recorded this today. Enjoy! http://intelligentinvesting.podbean.com/e/15-tobias-carlisle-the-acquirers-multiple/

"winter is coming" LOL, in other news the CEO of Smith-Corona said word processing is a scam. And he's firing anyone who buys a computer, because they're stupid. So funny. My very first business partner, his father's company owned 100% of smith-corona ;)

BeerBaron -- you can get your hands on something quite similar. I will contact you privately.

Absolutely incredible talk:

My most recent interview with the CEO of wearwell. Hope it provides value for some of you guys. Enjoy! https://intelligentinvesting.podbean.com/e/14-erin-houston-ceo-of-wearwell/

Hi All - I have posted before on the boards the value I have seen regarding implementing Transformational Coaching as an activist strategy. The methodology that I really like is the "Tribal Leadership" methodology. The work impacts the way people relate in an organization and the results are pretty amazing. In cultures that are Stage 2 or Stage 3, "average" results are 3-5x in performance metrics (profits, revenues, etc) within 24 months. Results start showing up within 6 months. If anyone is a shareholder in a microcap where the operating business has not been performing and you'd like some help, I am happy to talk to you as I do have backing from a fund to do this. For more info on Tribal Leadership and my colleague John King, you can watch a keynote here (starts at 17:25): https://www.mindsuitemetrics.com/culture-map-presentation This is what I will need: 1) Bad business performance /stock price down a lot! 2) Insider ownership low (unless management is looking for help. If they aren't i'm not interesting in convince them otherwise.) 3) It helps if there's one or two large outside shareholders. These will be the people John and I get on the phone with and talk about the work we do and the impact it can make at the organization. 4) If these outside shareholders "get it" and we know we will have their votes -- we will get to work. Please contact me privately if interested.

There was an article maybe about a year ago that talked about the different economics of sports teams and mentioned Manchester United and Liberty Braves in the article. I've been trying to google for it all day and can't find it. Does anyone know what I'm talking about and if so, can you provide a link. Would be grateful, thanks! Eric

Recently did an interview with the New York Times Best Selling Author, John King. Co-author of the book "Tribal Leadership" and creator of the methodology. This stuff is much more effective and reliable than coming in to cut costs, etc. The data backs that up to. Link: http://intelligentinvesting.podbean.com/e/13-john-king-tribal-leadership-a-new-model-for-activism/

Increased my position in CLWY

Now up on iTunes! https://itunes.apple.com/us/podcast/12-doug-mohn-sexy-pink-sheet-coal-twinkies/id1205082419?i=1000386150466&mt=2

Just recorded episode #12 with Doug Mohn who writes the blog NoCalledStrikes.com Enjoy! Link: http://intelligentinvesting.podbean.com/

Yes I am passionate about it because it works. Simple as that :) I appreciate your friendship and support over the years Alex.

If there is, I doubt it. Most of the people in this world don't know much about value investing and most of the people in the investing world tend to lump transformational coaching in the same category as motivational speaking (which is one of the largest wastes of money in organizations) and immediately write it off as a scam. It's two worlds that don't know much about each other and my goal is to combine them. It took me 8 years of persistence until an activist said he would give me backing to launch a proxy battle. If everyone saw what I saw it would have already been done. To make a list I could not screen that with a computer (maybe one day with AI...who knows!!). I'd actually have to go into companies and take a look at their structure in how the employees/management/subs/etc are all in relationship with each other. There's a tool I would use called the Cultural Gap Index which is what Wayne Clancy developed in partnership with ASU. He's the guy that speaks at the beginning. Structure doesn't lie and if you asked management teams they would mostly likely give you an inflated number. I call it stage inflation. People usually inflate where they're at, it's very human. I would say companies like Google, Amazon, and Amgen are stabilized at Stage 4 or at-least have lots of divisions that are. Zappos definitely is but they are part of Amazon. I would say Berkshire Hathaway is. I would also say Markel Corp is. Again it's very hard to truly know without actually examining the structure so at this point pretty difficult to make a list. Definitely not impossible though.

Hello, I don't speak much on this board but I do listen. This board has some of the most brilliant minds in the investing world. I am currently looking for your help on a project for those of you who this would apply to. I am one of the few people in the world trained to lead the Tribal Leadership work which was developed by my colleague and mentor John King. Companies that stabilize their culture to what is called Stage 4, it's been shown that performance at those companies improve by a factor of 3-5x within 24 months. Having a background in value investing, I contacted the author and got trained in his work. I was able to pick it up rather quickly due to almost 10 years of having a coaching background. So here is where I am currently at: 1) I have a spreadsheet of companies that have been underperforming as well as a list of their major shareholders. 2) I will be calling the shareholders and seeing if they would be interested in some help and bringing me in to implement this work and answer all their questions 3) If they say yes and I feel I have enough votes to have either myself or colleagues of mine to get on the board I will do that. 4) I am also looking to talk to large shareholders here of smaller companies who either own shares of a company that is struggling or a company that is doing okay and wanting to take their game to the next level. I am attaching a video of my colleague John doing a keynote on this work. It's a VERY tip of the iceberg view but it should give people enough initial information to inquire more: The presentation starts at 17:35: http://www.mindsuitemetrics.com/culture-map-presentation If you want to see the data behind a lot of this stuff you can then watch my colleague and partner Wayne Clancy on his statistical work on culture. If you wish to inquire or know someone that may be a good fit, let's chat privately.

In this episode I interview Geoff Gannon who is the Founder of www.gannononinvesting.com I first found out about Geoff around 2005/2006ish and after all this time he's still going strong! In this episode we discuss his concentrated portfolio of just 3 stocks and we take a closer look on some companies such as a monopoly business that sells to the US Navy as well, an interest rate sensitive well run regional bank, the economics of the retail industry and supermarket industry and more! Website: https://intelligentinvesting.podbean.com/e/10-concentrated-portfolios-retail-supermarkets-interest-rate-sensitive-banks-geoff-gannon/ iTunes: https://itunes.apple.com/us/podcast/10-concentrated-portfolios-retail-supermarkets-interest/id1205082419?i=1000384269720&mt=2

In this episode I interview Travis Wiedower {pronounced we-adore} who is the managing director of Wiedower Capital and the founder of the blog, "Egregiously Cheap". We discuss a microcap stock that Travis believes you could hold for 10 years as well as two other companies that are the best in the industry with what he believes is a decade plus of fantastic growth ahead. Very interesting interview and hopefully "you-adore" him after listening! Direct Link: https://intelligentinvesting.podbean.com/e/9-a-microcap-stock-you-can-hold-for-10-years-interview-with-travis-wiedower/ iTunes: https://itunes.apple.com/us/podcast/the-intelligent-investing-podcast/id1205082419?mt=2 Enjoy!