#131 - Jeremy Raper on his 2021 Investment Strategy, SNEX, BWMX, Peabody Bonds, and TikTok Investors

The Intelligent Investing Podcast

Summary

In this episode, I bring Jeremy Raper of Raper Capital back on the show to discuss his 2021 Investment Playbook. We also do a recap of some of the investments from 2020.

You can also watch this episode on YouTube.

Show Notes

0:37 - Corona Update

1:34 - The easy money has been made, so now what?

2:46 - Market crises

4:51 - Short-term pain

5:59 - 2021 Investing Playbook

10:47 - Stonex Group (SNEX)

12:14 - Junior Canadian Copper Miners

14:27 - SPAC Warrant Arbitrage

15:57 - Hyliion Holdings Corp (HYLN)

16:06 - Nikola (NKLA) Warrant Spread

18:01 - Robinhood Punters

18:46 - TikTok Investors

24:32 - The Oil & Gas Industry

28:46 - Peabody Energy (BTU) Bonds

29:57 - Canadian Smallcaps

30:19 - Looking outside the United States

31:10 - Betterware de Mexico SAB de CV (BWMX)

43:52 - Martin Werner

About Eric Schleien

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.

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