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

The Intelligent Investing Podcast

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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