#149: Discussing some incredibly OBSCURE net-net stocks - Evan Bleker

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Summary

In this episode I sit down with Evan Bleker to discuss what he's
currently doing in the net-net world for 2021. It was a pleasure
to have him back on the show. We discussed the big winners from
2020 and biggest losers. One of the big winners we discussed was
a net-net stock called Polar Power. We also discussed how tanker
stocks were the biggest losers for 2020 as well. We then discuss
Evan's general net-net strategy, and a few stocks such as
Kaspien, Playmate Toys, and TLV Holdings. If you're interested in
investing in net-net stocks you won't want to miss this.
Show Notes

[00:21] Discussing the net-net portfolio for 2020


[00:44] Big winners and losers of 2020


[00:48] Polar Power


[01:59] Tankers


[02:49] Kaspien


[10:18] Playmates Toys


[15:05] TLV Holdings


[26:15] ADDvantage Technologies
Resources

Evan Bleker's Book on Amazon


Eric Schleien's Book on Amazon
About Evan Bleker

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.


Net Net Hunter

Complete guide to net net stocks

Broken Leg Investing

Deep Value Guide



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.
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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