#167: Quick Idea; Update On LAACO ($LAACZ); Possible Catalyst | Eric Schleien
8 Minuten
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vor 4 Jahren
It's Eric Schleien with episode #167 of The Intelligent Investing
Podcast. Today I discuss one of my current positions LAACO with a
quick update.
Summary
I originally invested in LAACO when the stock was trading at
roughly $2000/unit. The thesis was that you could buy the entire
company at a significant discount to the private market value of
the assets. You can read my original thesis, here. Recently,
there has been news reports that the company may be in the
process of selling their self-storage business which would be
huge for shareholders. You can see a link to an article, here.
More About Eric Schleien
To learn more about me, Eric Schleien, check out my personal
website and business website. You can also reach out to
me on Twitter, Instagram, and LinkedIn.
If you'd like to read my book, you can find it on Amazon.
Reviews are appreciated.
New Podcast
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 Schleien Podcast which is an
ontological podcast where I break down distinctions of human
consciousness as an access to enhancing performance. To learn
more about Eric's work, check out his ontological coaching
firm, Transformational Leadership Associates.
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