EricSchleien

New Episode. #8: Applying a Value Framework to Angel Investing — Dan McGuire — Partner at Two Coast Capital https://www.podbean.com/media/share/pb-z7cw2-68c571

Since starting The Intelligent Investing Podcast a month ago, there have been 740 downloads + 7 episodes. Already booked for Thursday with Episode 8 and looking to record Episode 9 and Episode 10 next week. Is there anyone interested? If so please PM me with who you are and a little about you and go from there. There are some brilliant minds on this board and there's lots of you that I would love to interview. Thank you kindly Eric

Episode #7 released! In this episode we discuss a pipeline company that's trading at a discount to liquidation value, bonds, preferreds, equity, and both the Canadian and American markets. Tim has a really interesting and diverse background: 12 years of experience as a trader on a Proprietary Credit trading desk in New York and Toronto, and at hedge funds in Toronto. In that time, Tim traded and invested in all asset categories - bonds, derivatives and equities - globally. Wanting more freedom, Tim decided to focus on managing his own portfolio and investments. He enjoys reading, learning and thinking deeply about markets and investments. Investing Style His investing style focuses on value; buying good companies well below fair value or finding mispriced securities with a lot more upside than downside. This approach is a disciplined one with a long-term focus. He's opportunistic and focuses on areas of the market where recent volatility or apathy may create opportunity. https://www.podbean.com/media/share/pb-t2zrg-688e56

Episode #6: John Malone’s Liberty Companies + Investing in Kinder Morgan - Anthony Morley - Delphi Value Investments https://www.podbean.com/media/share/pb-8scdc-6889c7

LOL, likewise :)

Premfan, What do you mean by reframe? I love Tim Ferriss (I'm assuming that's who you meant by Tim Ferries), have met him several times as I've been pretty close with one of his ex-girlfriends for almost 10 years so met him through her. What stuff do you listen to on YouTube? I have a lot of YouTube channels I subscribe to as I do a lot of long drives and get unlimited data.

Awesome alpha, thanks!

Hey All, Just did an interview for my podcast today with one of our members here at CoBF. Would love to have some more of you on. This is such an incredibly intelligent community and anyone who would love to share what they're up to -- would love to feature them on the show. Here's the latest episode I launched today: http://intelligentinvesting.podbean.com/e/5-value-investing-in-india-gobinath-balasubramanian-chief-investment-officer-of-gb-investments/ If you'd like to be on the show let me know! Eric

Anyone interested?

Hey All -- I have now recorded 3 episodes for The Intelligent Investing Podcast. Looking for more great people to come on the show. Here is the link to the podcast: intelligentinvesting.podbean.com Can also be found on iTunes. If you are interested in coming on the show, please comment below OR PM me. Thank you kindly Eric

If I had to pick a favorite company in this space, it would be Buckle. I also own shares for full disclosure.

This is not okay guys to be posting these. These are private letters. I really value this message board and the space of integrity it holds.

Wonder why dividends were being raised....

Curious to know :)

That's really fucked up. I've traded illiquid stocks before and never once in my life have had a surprise fee in any amount. This past week I was 100% of the volume for a stock and Interactive Brokers went so far as to call the exchange I was buying on to allow me to buy more. All with no extra fees.

This will be my 12th consecutive year going so I've been around the block. Get your ticket early if you want to fly. The last 4 years I've road tripped out there from the east coast. La Quinta is pretty good in Carter Lake, Iowa. Some other good places are the Double Tree in Omaha & The Marriot on Regency Circle

Yep. Thank you! I don't eat grains so no cake for me today. Just lots of really good steak.

"low hanging fruit" my thoughts exactly.

Brookfield Asset Management Markel Corporation Those would be my top two favorite 15 year stocks.

I have an absolute terrible framework for selling. It's def my biggest weakness as an investor. The way I think about it is I am a business owner. Now does it make sense to sell. All the bullshit about selling when it gets to intrinsic value or 90% of intrinsic value or all the games about selling half or selling this much and then this much I don't really seem to think makes much of an impact and just gets you caught up in psychological games. I own Brookfield Asset Management. I think it has a possibility of being a great multi-bagger. I'll go to sleep and wake up in 10 years and take a look. Same with POSCO. I think POSCO can be dead money or could be a great multi-bagger. Occasionally I'll sell something if it's obviously overpriced. Other than I don't really have much of value to add.

Hey All -- I own a lot of Brookfield and is one of my largest positions at my firm. I've been doing some thinking recently on what Brookfield could look like in 10, 20, 30 years down the line and think at these prices it has the potential to be possibly one of the most no brainers in hindsight, kind of like buying Berkshire below book value. The thinking is around the privatization of infrastructure. I don't have any data to back this up but rather seeing the mass decentralization taking place around the world and I believe will only continue, I think it's possible that infrastructure is mostly private in our lifetimes or at least MUCH more than it is today. If that's the case then the amount of assets in this industry will be pennies compared to what it will be in a few decades from now. If that's the case, Brookfield could be WAY less than a 50 cent dollar. I'm sort of just rambling here but I tend to see things as very big picture. Of course the world isn't linear and many things and many unknowns can happen and will happen, I just have this feeling this could be a huge driver of Intrinsic Value going forward that isn't really being spoken about much. Bruce Flatt talks about it a little but seems less excited about it than I am. Of course I could be totally wrong but I do feel that the probability of this is not low. Seems the risk/reward for Brookfield is even higher than the company alludes to in their investor presentations. Anyone else been thinking along these lines?

Increased BBU

http://www.diamandis.com/blog/demonetizing-insurance

I think to do an anonymous interview on a podcast could be kinda strange. Why would you want to stay anonymous?

crossroads capital