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
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
227
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
228
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
229
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
230
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
231
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
232
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
233
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
234
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
235
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
236
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
237
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
238
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
239
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
240
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
241
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
242
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
243
REI168: The Road to Commercial Real Estate Succ...
Patrick talks with Matt Lasky about his path to commercial real estate success. They do a deep dive into what the early years of being in the commercial real estate brokerage business is like, how much a new broker can expect to make over a career, what it takes to succeed in the business, why Matt focuses on medical office buildings, other asset classes he thinks have potential, and much more!
57 min
244
MI Rewind: Are Emerging Markets Undervalued? w/...
Clay chats with James Fletcher about ESG investing, emerging markets, why emerging markets might outperform the US markets over the coming years, James’ investment process, the role of cash in a portfolio, what the Young Investors Society is doing to provide financial literacy education, and much, much more!
50 min
245
MI260: Top Stock Picks For 2023 w/ Logan Kane
Rebecca chats with Logan Kane about how to be a better bull with IJR and IJH, how to be a better bear with VMSXX and VMFXX, whether he thinks the new AI platforms like ChatGPT are a major threat for Google’s status as the top search engine platform long term, why bank stocks are Logan’s top stock picks for 2023, which banks he thinks offer the best risk/reward opportunities, what return stacking is and how this strategy works, an overview and analysis of ETFs that implement this strategy: PSLDX, NTSX, TYA, his thoughts on the Grayscale Bitcoin ETF (GBTC), and much, much more!
56 min
246
REI167: The Art of Real Estate Development w/...
Patrick talks with Asi Cymbal about the inspiration his mother provided watching her lift the family’s fortunes through real estate, what he learned from a $20,000 per year job with mixed-used pioneer Howard Jacobs, how he broke into development in both New York and Miami, how the downturn of 2008 provided an opportunity that changed his life, what early retirement was like and why he choose to return to the world of real estate development.
57 min
247
MI259: Strategies for Success in Entrepreneursh...
Rebecca chats with Nicholas Hutchison about the origins of BookThinkers and the books that influenced Nicholas the most on his personal growth journey. Additionally, they delve into the most significant lessons Nicholas learned as an entrepreneur that contributed the most to his achievements, and much more!
50 min
248
REI166: The Impact of Artificial Intelligence o...
Patrick talks with Pavan Agarwal about how his company is using artificial intelligence to disrupt the mortgage industry with their new product called Morgan. They do a deep dive into understanding what “empathetic technology” is and how it can benefit buyers, sellers, and realtors in any real estate transaction.
45 min
249
MI Rewind: Life as a Podcast Host, Investing in...
Clay chats with Robert Leonard about how Robert became a podcast host, the lessons he has learned working for Preston Pysh and Stig Brodersen over the years, why Robert is bullish on the FinTech space, the real estate deals Robert currently holds, what levels of returns he gets on his long-distance deals, how Robert got a real estate property for 0% money down, how he views risk in real estate investing relative to stock investing, and much, much more!
56 min
250
MI258: Expect Further Stock Market Declines & A...
Rebecca chats with Chance Finucane about Chance’s current outlook for the market and economy for 2023, why Chance expects a recession sometime in 2023 and the stock market to decline by about 20%, what’s driving investors' complacency in the market, despite being so pessimistic, and much, much more!
44 min