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The Intelligent Investing Podcast | Wave AI Podcast Notes
The Intelligent Investing Podcast
Eric Schleien discusses value investing, rational investment analysis, and vital mental models.
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#177: Eric Schleien with Haren Bhakta: Inside Ownership, Founder-Led Companies & The Skin in the Game Index
00:20:41
8/18/2025
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Eric Schleien on Vistry Group: Mispriced Crown Jewel or Value Trap?
00:28:11
4/7/2025
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#175: Eric Schleien’s Deep Dive on Vistry: Uncovering Value in the UK Housing Market
00:27:38
1/1/2025
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#174: Triple Net Lease Investing Secrets with Ben Kogut
00:53:42
5/21/2024
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#173: The Ultimate Value Investment - Robbie Kramer
00:36:45
1/31/2023
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#172: The New Model For Shareholder Activism; The BS Myth Around ”Soft Skills”; Measuring The Wrong Stuff
00:44:30
6/2/2022
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#171: Rebuttal To Some Trupanion Hate $TRUP; Discussing the Toxicity Of Twitter $TWTR
00:18:31
5/16/2022
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#170: Westell; A Ben Graham Net-Net; Evan Bleker
00:09:59
1/12/2022
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#169: Update On Solitron (SODI) - Trey Henninger
00:17:00
12/14/2021
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#168: Discussing Uber‘s Business Model - Vitaliy Katsenelson
01:00:41
12/7/2021
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