Eric Schleien on Vistry Group: Mispriced Crown Jewel or Value Trap?

In this solo episode of The Intelligent Investing Podcast, Eric
Schleien breaks down the case for why Vistry Group (LSE: VTY) may
be one of the most mispriced stocks in the UK market right now —
or possibly a classic value trap.


After issuing three profit warnings in late 2024, Vistry’s stock
tanked over 60%. But the actual issues were contained within a
legacy division the company is actively winding down. Meanwhile,
its Partnerships business — a capital-light, 40%+ ROCE cash
machine — continues to execute and grow, backed by massive UK
government tailwinds.


In this deep-dive, Eric Schleien discusses:




Vistry’s misunderstood dual business model




What really caused the profit warnings




The hidden strength of the Partnerships segment




Labour’s UK housing policy and billions in new funding




A compelling valuation with 3–4x return potential




Why this could be the UK’s version of NVR




What risks are real — and which ones the market is
overreacting to




This episode is essential listening for anyone interested in
value investing, behavioral mispricings, and the intersection of
policy and capital allocation.


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Watch on YouTube:




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Main Channel: https://www.youtube.com/@EricSchleien1




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Read Eric’s Book: "Principles of Power: The Art & Wisdom of
Value Investing" https://amzn.to/3XPPY8y


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More from Eric Schleien:




Website & Blog: https://ericschleien.com




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