#137: Eric Schleien & Rafael Resendes discuss how to value and measure the intrinsic value of Tesla (TSLA) and GameStop (GME)
02/11/21 • 24 min
- For listeners interested in some of the research presented on the show today, you can sign up for the monthly newsletter, The Valuation Edge.
- For listeners interested in actually modeling companies they can join the waiting list for the Intrinsic Value Tool.
- Value Investing 2nd Edition, on Amazon.
- Eric Schleien's Book: Principles Of Power: The Art & Wisdom of Badassery, on Amazon
Over the past decade, Eric has trained thousands of individuals including board members of public companies as well as several Fortune 500 CEOs. Eric specializes in organizational culture and has become a leading authority on organizational culture in the investment industry.
Eric has been investing for 15 years and has been using breakthrough coaching methodologies for over a decade. Eric had the insight to combine proven coaching methodologies with shareholder activism techniques to create an entirely new model for shareholder activism that was more reliable and created greater sustainable results in a rapid period of time. On average, Tribal Leadership produces a 3-5x increase in profits of culturally troubled companies within an average of 24 months or less.
Eric currently resides in Philadelphia, PA.
Help Out The PodcastIf you like The Intelligent Investing Podcast, please consider leaving a rating and review on Apple Podcasts. It takes less than 30 seconds to do and makes a huge difference! You can also join the Facebook page!
You can subscribe to the podcast on the following platforms:
CONTACT ERIC SCHLEIENFacebook | LinkedIn | Twitter | YouTube | GSCM | Instagram
Email: [email protected]
- For listeners interested in some of the research presented on the show today, you can sign up for the monthly newsletter, The Valuation Edge.
- For listeners interested in actually modeling companies they can join the waiting list for the Intrinsic Value Tool.
- Value Investing 2nd Edition, on Amazon.
- Eric Schleien's Book: Principles Of Power: The Art & Wisdom of Badassery, on Amazon
Over the past decade, Eric has trained thousands of individuals including board members of public companies as well as several Fortune 500 CEOs. Eric specializes in organizational culture and has become a leading authority on organizational culture in the investment industry.
Eric has been investing for 15 years and has been using breakthrough coaching methodologies for over a decade. Eric had the insight to combine proven coaching methodologies with shareholder activism techniques to create an entirely new model for shareholder activism that was more reliable and created greater sustainable results in a rapid period of time. On average, Tribal Leadership produces a 3-5x increase in profits of culturally troubled companies within an average of 24 months or less.
Eric currently resides in Philadelphia, PA.
Help Out The PodcastIf you like The Intelligent Investing Podcast, please consider leaving a rating and review on Apple Podcasts. It takes less than 30 seconds to do and makes a huge difference! You can also join the Facebook page!
You can subscribe to the podcast on the following platforms:
CONTACT ERIC SCHLEIENFacebook | LinkedIn | Twitter | YouTube | GSCM | Instagram
Email: [email protected]
Previous Episode
#136: Eric Schleien & Julian Lin discussing selling GME put options and buying AMC put options/put spreads | Quick Thoughts
Welcome to the Intelligent Investing Quick Thoughts Series, where I just spend a few minutes on relevant topics, thoughts, or things in the news. Episodes are all under 10 minutes.
You can also watch the conversation on YouTube by clicking here.
SummaryIn this episode, Eric Schleien discusses how to play GameStop (GME) from a value investing standpoint and what he is doing around selling Put Options.
Other episodes discussing GameStop (GME)
About Eric SchleienOver the past decade, Eric has trained thousands of individuals including board members of public companies as well as several Fortune 500 CEOs. Eric specializes in organizational culture and has become a leading authority on organizational culture in the investment industry.
Eric has been investing for 15 years and has been using breakthrough coaching methodologies for over a decade. Eric had the insight to combine proven coaching methodologies with shareholder activism techniques to create an entirely new model for shareholder activism that was more reliable and created greater sustainable results in a rapid period of time. On average, Tribal Leadership produces a 3-5x increase in profits of culturally troubled companies within an average of 24 months or less.
Eric currently resides in Philadelphia, PA.
About Julian LinJulian is a contributor on Seeking Alpha with over 13,000 followers. Julian runs a stock investment newsletter named Best of Breed which invests in high-quality companies with “moaty” business models, conservative balance sheets, and best in class management teams. You can find out more about the newsletter here – there is a 2 week free trial available.
Help Out The PodcastIf you like The Intelligent Investing Podcast, please consider leaving a rating and review on Apple Podcasts. It takes less than 30 seconds to do and makes a huge difference! You can also join the Facebook page!
You can subscribe to the podcast on the following platforms:
CONTACT ERIC SCHLEIENFacebook | LinkedIn | Twitter | YouTube | GSCM | Instagram
Email: [email protected]
Next Episode
#138: Thrift Shop Arbitrage
Join Eric Schleien with the founders of Alluring Oddities, as they share stories about their income-generating passion for thrift shopping and what it took to make this side-project grow and continue growing.
More than just a business, the founders treat their passion as a venture wherein they can cultivate experiences for their friends, loved ones, and Buffalo's whole community. Community over competition is a general outlook that they endorse.
Learn more from their experiences as you tune in further to what the founders have have to share.
About Alluring Oddities:
Alluring Oddities is a curated and cultivated gallery of mostly 60s or 70s offbeat thrifted treasures in Buffalo, NY.
Outline of the episode:
- [07:45] The fascination towards everything timeless in condition.
- [09:53] Make money out of it, not: get rid of it.
- [11:03] More than just a business, it's a lifestyle.
- [13:22] Alluring Oddities: a thrift store's gross margin.
- [14:37] Set your brand different from others.
- [15:30] The resurgence in Buffalo's market.
- [17:03] Why interact with your audience? Why research? Why benchmark?
- [19:44] Connecting to peoples' stories through their belongings.
- [25:43] On price tagging.
- [26:34] "Community over competition."
- [29:22] What your venture will mostly need from you.
- [30:06] Putting everyone's strengths at work.
Resources:
Bounty Hunter TK4 Tracker IV Metal Detector
Thrift at or Donate to Goodwill
Thrift at or Donate to Salvation Army
About Eric SchleienOver the past decade, Eric has trained thousands of individuals including board members of public companies as well as several Fortune 500 CEOs. Eric specializes in organizational culture and has become a leading authority on organizational culture in the investment industry.
Eric has been investing for 15 years and has been using breakthrough coaching methodologies for over a decade. Eric had the insight to combine proven coaching methodologies with shareholder activism techniques to create an entirely new model for shareholder activism that was more reliable and created greater sustainable results in a rapid period of time. On average, Tribal Leadership produces a 3-5x increase in profits of culturally troubled companies within an average of 24 months or less.
Eric currently resides in Philadelphia, PA.
Help Out The PodcastIf you like The Intelligent Investing Podcast, please consider leaving a rating and review on Apple Podcasts. It takes less than 30 seconds to do and makes a huge difference! You can also join the Facebook page!
You can subscribe to the podcast on the following platforms:
CONTACT ERIC SCHLEIENFacebook | LinkedIn | Twitter | YouTube | GSCM | Instagram
Email: [email protected]
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