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!
251
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
252
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
253
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
254
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
255
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
256
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
257
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
258
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
259
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
260
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
261
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
262
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
263
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
264
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
265
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
266
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
267
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
268
REI165: Taco-Oriented Development w/ Eric Weath...
Patrick talks with Eric Weatherholtz about some of the key lessons he learned working on a ranch on how to build a successful life, how the popularity of a wine bar sparked his current real estate strategy, what it means to be a “taco-oriented” developer, and how his projects benefit from the “halo effect.”
53 min
269
MI257: Is it Possible to Retire Early? w/ Tyle...
Rebecca chats with Tyler Wright. Together, they discuss how Tyler became financially free by 27 years old, Tyler's investment strategy for 2023, and so much more!
57 min
270
REI164: Intelligent Design w/ Bobby Fijan
Patrick talks with Bobby Fijan about his quest to become the Bill James of apartment floorplans, how he got started as a real estate developer, what his experience of doing office to residential conversions has been like, what are some of the biggest design errors, and what makes for a great floorplan.
73 min
271
MI Rewind: Is Amazon a Value Stock? w/ Jason Moser
Clay chats with Jason Moser about his overall investment process, his biggest investment mistakes over the years, Amazon’s largest revenue generators, why Amazon has been such a successful business over the past 20+ years, whether Jason believes there is much runway for the stock going forward, Amazon’s biggest risks, and much, much more!
46 min
272
MI256: How to Become Your Own Bank w/ Jerry Fetta
Rebecca chats with Jerry Fetta about how to “become your own bank” and build wealth like the top 1%, how the sacred account differs from traditional forms of saving/investing/borrowing, when does it make sense to use the sacred account as a savings tool, what are the major mistakes people make when implementing this strategy, some examples of ways Jerry has used this method to invest in 2022, why he likes secure private lending and seller finance real estate over stock investing, how this strategy holds up in down markets and particularly in this economic backdrop, how you can get involved in real estate investing with no prior experience, Jerry’s investment strategy for 2023 and where he sees the most opportunities, and much, much more!
57 min
273
REI163: The Insider’s Edge to Real Estate w/ Ja...
Patrick talks with James Nelson about his newly released book, The Insider’s Edge to Real Estate Investing. As opposed to many of the “fixit, flip it” and “get rich quick” real estate books available, The Insider’s Edge to Real Estate Investing provides readers with actionable steps from building the right team to sourcing opportunities to raising capital.
58 min
274
MI255 Navigating Bubble 3.0: Is This Time Diffe...
Rebecca chats with David Hay. Together, they delve into his market outlook for 2023, David’s investment thesis behind USO and so much more!
54 min
275
REI162: The Power of Mindset w/ Jeff Higgins
Patrick talks with Jeff Higgins about building a self-managed portfolio of 87 units, his tips for managing his rentals remotely from Florida, his preference for Section 8 tenants, the mental toughness lessons from the poem “If” by Rudyard Kipling, and his learnings from being a men’s success coach.
60 min