#170: Westell; A Ben Graham Net-Net; Evan Bleker

The Intelligent Investing Podcast

Eric Schleien에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Eric Schleien 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

2+ y ago 9:59

MP3•에피소드 홈

Hey All! I’ve started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out The Eric Scheien Podcast which is an ontological podcast where I break down distinctions of human consciousness as an access to enhancing performance.

NET NET HUNTER

This episode is sponsored by Net Net Hunter. If you’re interested in finding high-quality stocks trading at fractions of liquidation value – this research service is for you. I personally use this service at my firm to help me research tiny and obscure net-net stocks all around the world. Using Net Net Hunter comes out to way less money than hiring an analyst to do the exact same thing manually. It’s a service I love and I am proud to be able to offer this service to my listeners. If this is something you’re interested in, please click here.

Summary

Evan Bleker is a professional investor who has built his track record by buying high quality net net stocks. When not researching stocks, he focuses his time on helping small investors learn the strategy so they can earn great returns.

Evan manages two investing websites: Net Net Hunter and Broken Leg Investing.

Evan discussed Warren Buffett’s net net investing practice during his partnership. Further resources available here:

You can follow Evan’s portfolio performance here:

You can sign up for his free newsletter on the Net Net Hunter home page.

Show Notes

1:06 - What is Westell (WSTL)?
2:24 - Estimating liquidation value
3:07 - A simplified approach to finding high quality net-net stocks
3:55 - The 5G rollout
5:10 - Potential catalyst
5:26 - Dark Companies; The new SEC rule
8:57 - Westell quarterly update

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GET IN TOUCH WITH ERIC SCHLEIEN

Email: IntelligentInvesting@gmail.com

Disclosure: Eric Schleien and some SMA clients of Eric Schleien through GSCM own shares of WSTL. Nothing here is investment advice. Do your own due diligence.

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#Eric Schleien #Trading #Business