I was recently on The Intelligent Investing Podcast with Eric Schleien. Eric is the founder of Granite State Capital Management and a fellow value investor. You can listen to the full episode here.
We covered many of the names I think are of most interest at the moment (Aercap, Shinoken, Gan Plc, Nio, etc) as well as my general approach to investing. Enjoy!
3 thoughts on “Podcast debut – my investment philosophy, Japanese stocks, AER, Shinoken, GAN, NIO and more with Eric Schleien”
yesterday I listened to the podcast and I found it very interesting, to say the least.
I wish the moderator had asked you one more question, though: How do you think about position sizing?
All the best,
Sorry, I, of course, meant to write Jeremy, not Eric.
Heard the podcast and really enjoyed it. One question: you mentioned shipping and mining blogs that you follow. Which ones are they?
Would be helpful if at some point you could add your favorite reading recommendations to your site.
Thanks! Keep it up! Your writings are much appreciated!