This Week in Intelligent Investing · 2026-04-13 · 1h 25m
Guest: Shaun Heelan, MAAT Investment Group Hosts: Elliot Turner & John Mihaljevic This week on This Week in Intelligent Investing , Elliot and John are thrilled to welcome Shaun Heelan of MAAT Investment Group. Shaun brings a masterclass in deep-value investing and private-equity-style due diligence, offering a contrarian take on today's market complacency and the tech-heavy concentration of passive indices. In this episode, we explore the widening cracks in the credit market, dig into the forensic accounting details of a passed opportunity, and discuss why the current AI boom might look a lot like the historical capital traps of railroads and aviation. Shaun also breaks down MAAT’s newest portfolio addition, illustrating exactly how to calculate a true margin of safety when the broader market is in despair. Key Topics & Episode Breakdown: The Foundation of MAAT Investment Group: Shaun shares his path in investing, key lessons learned, and the unique operational advantages of having a core team that has worked together before. Market Complacency & Concentrated Risks: A look at the macro environment through a deep-value lens.
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