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

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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