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!
276
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
277
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
278
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
279
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
280
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
281
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
282
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
283
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
284
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
285
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
286
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
287
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
288
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
289
MI Rewind: Venture Capital Investing w/ Kevin S...
Clay chats with Kevin Siskar about venture capital investing, the types of companies emerging in the venture capital space, how studying human behavior can help you as an investor, the differences between working at a large corporation vs a smaller company, how you can shift yourself to have a growth mindset, how luck has played into the companies Kevin has worked with, and much, much more!
47 min
290
MI254: Market Anomalies Every Investor Should K...
Rebecca chats with Colin Slabach about what behavioral finance is and how it differs from mainstream financial theory, what behavioral finance helps us understand and the implications it has on markets and so much more!
55 min
291
REI161: A Better Way to Build Wealth w/ Sean O...
Patrick talks with Sean O’Dowd about why he thinks there is a better way to build wealth through starting a business and using the profits to buy real estate investments.
79 min
292
MI253: The Bull Case For Commodities w/ Lucas W...
Rebecca chats with Lucas White about his outlook for the energy sector and the main drivers of performance for the sector long term, why Lucas thinks energy is still very cheap and undervalued at today’s prices and so much more!
45 min
293
REI160: The Fundrise Approach w/ Ben Miller
Patrick talks with Ben Miller about how his company, Fundrise, is using technology to build a better financial system for the individual investor — one that is simper, less costly, more reliable, and transparent.
64 min
294
MI Rewind: Tesla Deep Dive w/ Ryan Reeves
Clay Finck chats with Ryan Reeves about Ryan’s overall investment strategy, how he thinks about the valuation of stocks, portfolio allocation, inflation, Tesla’s recent partnership with Hertz, what makes Tesla so special relative to other automotive companies, Elon Musk’s role in the company’s success, the future of the automotive industry, potential risks for investors in Tesla, and much, much more!
52 min
295
MI252: ETF Deep Dive w/ Andrew Kadjeski
Rebecca chats with Andrew Kadjeski about how the ETF structure and ecosystem works, how to compare ETFs with similar objectives but different indices and determine which is better, the importance of keeping a consistent exposure to the same index for investors building a portfolio using several ETFs, and so much more!
45 min
296
REI159: From Receptionist to Urban Infill Devel...
Patrick talks with Sean Sweeney about his real estate journey from working as a receptionist in San Francisco to becoming a general partner of Hall Sweeney. His company has done seven ground-up new construction projects in Minneapolis with a total value of over $100 million.
54 min
297
MI251: Mastering Your Money w/ Dave Alison
Rebecca chats with Dave Alison, they discuss his framework for building a tax efficient savings & accumulation plan, when it makes sense to sell a losing investment and so much more!
52 min
298
REI158: Exploring Tokenized Real Estate w/ Jerr...
Patrick talks with Jerry Chu about how his company, Lofty AI, is democratizing home ownership through fractional ownership of real estate by leveraging blockchain technology.
60 min
299
MI Rewind: The Democratization of Finance w/ Se...
Clay Finck chats with Seamus Scaring and Carlos Pelaez about the surge in retail demand in the financial markets, what ETFs are and why we’ve seen an increased interest in them, the benefits of utilizing options in your portfolio, what market benchmarks investors are using, whether the surge in retail demand is here to stay or not, and much, much more!
47 min
300
MI250: How to Find High Quality Companies w/ ...
Rebecca chats with Braden Dennis. They discuss Braden’s investment process looks like for finding great stocks, his 6-question framework for finding “high-quality businesses, and much more!
55 min