The Intrinsic Value Podcast - The Inv...
Presented by The Investors Podcast Network with over 10 million downloads — home to the popular We Study Billionaires podcast, The Intrinsic Value Podcast is a new show focused on breaking down businesses, estimating their intrinsic value per share, and deciding whether they should be added to an ongoing portfolio of stocks built out each week. From assessing the monopoly power of Google to determining the fair value of publicly-traded sports franchises, no topics is off limits in the pursuit of understanding as many different businesses as possible and putting together the ultimate long-term stock portfolio.
Every week, The Intrinsic Value Podcast will you help get smarter about business, valuation, and investing — don’t miss out on the journey!
226
REI179: Resilience and Triumph w/ AJ Osborne
Patrick sits down with AJ Osborne to learn about his incredible triumph over a debilitating disease which left him paralyzed and how his self-storage investments allowed him to provide for his family.
64 min
227
MI Rewind: Discovering Value Investments w/ Vit...
Clay chats with Vitaliy Katsenelson about how Covid-19 changed the game of value investing, what Vitaliy looks for in the companies he invests in, how Vitaliy thinks about the discount rate in his valuation process, why buying great companies might not be the best investment strategy, whether a portfolio of only stocks can give investors a well-balanced portfolio, and much much more!
41 min
228
MI267: Investing In Chip Companies: Deep Dive ...
Rebecca invites Nicholas Rossolillo. Together, they discuss the semiconductor industry, including growth industries for chip demand, and much more!
45 min
229
REI178: A Masterclass in Canadian Real Estate ...
Patrick sits down with Nick Hill and Dan Foch from The Canadian Real Estate Investor podcast to discuss how they got their start in real estate.
46 min
230
MI Rewind: The Bull Case for Uranium w/ Justin ...
Clay chats with Justin Huhn about the overall uranium market and why Justin is bullish on the sector, how cyclicality plays into the uranium market, why the nuclear energy sector is positioned to grow over time as a source of green energy, the role that the Sprott Uranium Trust plays into the overall market for uranium, the tell tale signs Justin is looking for to sell his uranium positions, and much much more!
53 min
231
MI266: Banks on the Run: Insights into the Bank...
Rebecca talks with Joseph Wang about the ongoing banking crisis, covering the causes of the failures of Silicon Valley Bank and Credit Suisse and much more!
49 min
232
REI177: Building Wealth One Deal at a Time w/ ...
Patrick sits down with Nick Hill and Dan Foch where they turn the tables and interview Patrick on how he got started in his real estate investing career.
58 min
233
MI Rewind: Bitcoin is for Millennials w/ Presto...
Clay and Robert chat with Preston Pysh about the role that money printing, the Federal Reserve, and debt play in the macroeconomy, the benchmark the Preston uses to measure performance against his own portfolio, what the incentives are for continued Bitcoin adoption, how Bitcoin’s price will perform if we see another deflationary shock in the markets, the metrics Preston looks at to test his Bitcoin thesis, the potential risks that Preston sees in Bitcoin, and much much more!
64 min
234
MI265: How to Be a Successful Investor Without ...
Rebecca Hotsko and Larry Swedroe talks about why generating alpha is becoming more difficult, how competition is a significant factor in its decline and much more!
60 min
235
REI176: Lessons from a Serial Entrepreneur w/ ...
Patrick sits down with Levi Benkert to talk about his incredible journey in life and real estate. They dove into some of his many business ventures, moving to Ethiopia and his current role investing in Texas industrial properties as CEO of Harbor Capital.
65 min
236
MI Rewind: Why Deflation is Key to an Abundant ...
Clay Finck chats with Jeff Booth about inflation and deflation, why inflation isn’t necessarily ‘good’ for a healthy and thriving economy, why so many people are missing the fact that deflation and technological innovation is too powerful of a force to stop, why Jeff believes that Bitcoin is positioned to perform well over the long-term, and much much more!
43 min
237
REI175: An Insider’s Guide to Airbnb w/ Taylor...
Patrick sits down with Taylor Jones to get an inside look at the best strategies to use for success with Airbnb rentals.
63 min
238
MI264: How to Pick Stocks Using Earnings Estima...
Rebecca and Sam Burns discuss Sam's 2023 market outlook, the strong market performance despite negative earnings revisions, and more!
51 min
239
REI174: Mastering Mindset for Real Estate Succ...
Patrick sits down with John Plumstead to talk about what he learned from teaching at West Point’s Center for Enhanced Performance on how to develop and master a mindset for real estate success. You will also learn about John’s first real estate investments, what books he would use to teach a class on RE, why running an ice cream store was invaluable, and why his company decided to focus on self storage after initial success as single-family investors.
64 min
240
MI Rewind: Retiring at 35 w/ Steve Adcock
Clay chats with Steve Adcock about how Steve retired at age 35 after living a somewhat luxurious lifestyle in his 20s, the pros and the cons of early retirement, the creative ways Steve and his wife limit their expenses by living off the grid, what Steve’s thoughts are on the follow your passion versus earn more money debate, and much much more!
44 min
241
REI173: The Power of Cost Segregation w/ Yonah...
Patrick sits down with Yonah Weiss to do a deep dive on how cost segregation works and how it can generate significant tax savings for real estate investors. They also touched on how he transitioned from education to real estate in his 30’s, how his first fix and flips went, what he means when he says your network is your net worth, and how education and giving back will always be an important part of his life.
57 min
242
MI263: Gold Through The Ages: Understanding it’...
Rebecca and Dana Samuelson chat about rare gold coins, their differences from other gold/silver investments, gold's changing role in the monetary system, and its impact on pricing, and more.
53 min
243
REI172: Preserving the Past Using Historic Tax ...
Patrick chats with John Blatchford about how he got started in the preservation of historic buildings and the advantages of using historic tax credits to improve his returns. This was a masterclass in understanding how historic tax credits work and the process for applying for them. You’ll also learn how John has grown and scaled his development company by focusing on the specific niche of historic buildings.
61 min
244
MI Rewind: Weathering Inflation with Commoditie...
Clay chats with Tony Greer about the current market landscape, how Tony is positioning himself going into 2022, what Tony expects for inflation over the coming year, what commodities Tony expects to perform well in an inflationary environment, the five classes of hard assets that Tony considers as inflation hedges, and much much more!
40 min
245
REI171: The Journey to Early Retirement w/ Dave...
Patrick chats with Dave from Side Hustle Houses on Twitter about his journey to early retirement through building his real estate portfolio.
62 min
246
MI262: Warren Buffett’s 4 Principles of Investi...
Rebecca chats with Michelle Marki and Signe Lonholdt about the most important lessons from studying Superinvestors like Warren Buffett and Charlie Munger, the key elements of Buffett’s investing strategy, what are the different types of moats companies can have, Michelle & Signe’s checklist of what a company with a sustainable moat should have, what qualities and quantitative factors would indicate that a company has good management, what is considered a sufficient margin of safety for an investment, the key steps of valuing a company the Warren Buffett way, why Warren prefers to look at owners earnings as a valuation metric, how companies get on their radar, and much, much more!
52 min
247
REI170: Transforming Spaces w/ Antonia Botero
Patrick chats with Antonia Botero about her fascinating journey from Columbia to the U.S., how a robotics club taught her many important life and entrepreneurial lessons, what her journey in academia was like, what the MADD Project is all about, why the art of asking is an important skill, and what it’s been like designing and building her dream home in Park City.
82 min
248
MI Rewind: Richer, Wiser, Happier w/ William Green
Clay chats with William Green about how the greatest investors taught him how to live a better life, the lessons William learned in simplifying an investment approach, what it takes to know if you’re ready to buy individual stocks and try to outperform the market, why investing in mundanity is often a very good investing approach, Bill Miller’s incredible story during the financial crisis, and much, much more!
76 min
249
REI169: The Rise of a Real Estate Entrepreneur ...
Patrick talks with Donovan Adesoro about how his start in house hacking fueled the desire to do larger deals which led to him developing 16 duplexes in the Houston area with an additional 30 currently under construction.
69 min
250
MI261: Building a Second Brain w/ Tiago Forte
Rebecca Hotsko chats with Tiago Forte about "Building a Second Brain," including how it enhances productivity, improves creativity, helps manage information overload, and much more!Tiago Forte is the Creator of Building a Second Brain, Founder at Forte Labs where he helps people improve their productivity using the principles, techniques, and tools of design thinking.
48 min