#175: Eric Schleien’s Deep Dive on Vistry: Uncovering Value in the UK Housing Market

Episode Description:


Welcome to another episode of the Intelligent Investing Podcast
with your host, Eric Schleien. In this in-depth episode, we’re
diving into the UK housing market with a comprehensive analysis
of Vistry Group, one of the most undervalued opportunities in the
sector today. Known for his detailed and thoughtful investment
insights, Eric Schleien brings unparalleled depth to this
discussion, making this episode a must-listen for sophisticated
investors.


Key Takeaways:


The Vistry Transformation: A closer look at the company’s
pivot to a partnerships-focused business model and why it’s a
game-changer.

Challenges & Opportunities: An honest assessment of
Vistry’s recent profit warnings, rising interest rates, and
regulatory pressures.

Historical Context: How decades of UK housing policy have
shaped the current market landscape and what it means for Vistry.

Financial Deep Dive: Stress testing the numbers to reveal why
Vistry’s valuation offers substantial downside protection and
potential upside.

Bull vs. Bear Case: An unbiased exploration of the risks and
rewards of investing in Vistry.

Unique Insights: Insights you won’t find anywhere
else—leveraging Eric’s analytical expertise to uncover overlooked
opportunities.



About Eric Schleien: Eric Schleien is a value investor, portfolio
manager, and the host of the Intelligent Investing Podcast. Known
for his ability to uncover deep-value opportunities and provide
sophisticated investment analysis, Eric is committed to educating
investors and fostering meaningful conversations around finance
and investing.


Listen to the Full Episode: In this episode, Eric unpacks the
Vistry story like never before, providing a masterclass in
patience, due diligence, and deep-value investing. Whether you’re
a seasoned professional or exploring the UK housing sector for
the first time, this episode will leave you with actionable
insights.


Watch the Full Episode on YouTube here.


Connect with Eric Schleien:




Website: Eric Schleien

LinkedIn: Eric Schleien on LinkedIn

Twitter: @EricSchleien





 


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