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!
351
MI216: Time in the Market vs Timing the Market ...
Rebecca Hotsko covers the topic of market timing, and why having more time in the market is a far better strategy for long term investors than trying to time the market.
15 min
352
MI Rewind: Masterclass on Personal Finance and ...
Robert Leonard does a deep dive with Rachel Podnos O’Leary and Clay Stackhouse into personal finance and credit unions.
81 min
353
MI215: The Everything Guide to House Hacking w/...
Clay Finck chats with Robert Leonard about his new book, The Everything Guide to Househacking.
58 min
354
MI214: A Modernist’s Approach to Financial Plan...
Rebecca Hotsko chats with Georgia Lee Hussey. In this episode, they discuss what the core pillars are that make up a financial plan, what is a money story, and how it impacts your financial decisions, how to build an investment portfolio using an evidence based approach, what are some of the biggest money mistakes she sees people make, how to remove the emotional aspect from our financial decisions, and so much more!
41 min
355
REI137: Airbnb Investing in 2022 w/ Tony Robinson
Robert brings back Tony Robinson to talk about everything AirBnB and shot-term rental investing.
53 min
356
MI213: Intrinsic Value Analysis of Adobe (Mini-...
Clay Finck performs an intrinsic value analysis of Adobe and discusses what sort of return he expects from the stock at today’s price.
15 min
357
MI Rewind: To Be A Successful Investor, You Nee...
Robert Leonard chats with Jesse Mecham to talk about how abiding by simple budgeting can set you up for success in the future.
39 min
358
MI212: Why Macroeconomic Data Matters For Inves...
Rebecca Hotsko and Clay Finck chat with Eddie Donmez from Finimize. In this episode, Clay and Rebecca chat with Eddie about how he got started creating financial content on LinkedIn and turned it into a career, how to grow a following on social media, his top tips on how to land a job in finance, what macro data and trends are most important for investors to pay attention to, why inflation is the biggest risk to markets right now, his outlook on global markets, and so much more!
54 min
359
MI211: Managing a Hedge Fund and Bitcoin Macro ...
Clay Finck chats with Dr. Jeff Ross from Vailshire Capital Management. In this episode, they discuss why Jeff left medicine to start his own hedge fund, why he transitioned from being a Warren Buffett style value investor to a more macro based investing approach, how momentum plays into his investment strategy, what companies he considers his “hold forever stocks,” why he has such strong conviction in Bitcoin long-term despite it dropping nearly 75% at one point this year, and so much more!
58 min
360
REI136: Finding Off-Market Deals w/ Ryan Corcoran
Robert talks with Ryan Corcoran about what wholetailing is, investing in small- to mid-sized multifamily properties, specifically in the northeast, how to find off-market deals, how to creatively finance your deals, why it’s important to get in the same room as people doing things bigger than you, and more!
52 min
361
MI210: Goal Setting & Achieving your One Thing ...
Clay Finck chats about some of his takeaways from reading Jay Papasan’s book, The One Thing, as well as how you can go about achieving your one most important thing in life.
15 min
362
MI Rewind: Alternative Investing in Fine Wine w...
We start the episode with a Q&A from listener’s questions about stock investing, then Robert Leonard chats with Anthony Zhang to talk about how he built businesses at a young age, and why investors should consider investing in fine wine.
57 min
363
MI209: The Art of Value Investing w/ Drew Weitz...
Clay Finck chats with Drew Weitz and Barton Hooper from Weitz Investment Management. In this episode, they discuss Weitz’s “quality at a discount” investing framework, what factors they look for to find quality companies, why their approach focuses more on what a business is worth and its future cash flows instead of its current multiple, what discount rate they use when projecting cash flows, as well as their thoughts on a number of stocks they own such as Google, Facebook Amazon, Liberty Broadband, Accenture, and so much more!
57 min
364
MI208: The Finance Super App w/ Brian Barnes
Clay Finck chats with the founder and CEO of M1 Finance, Brian Barnes, about what led Brian to start M1 Finance and what sets them apart from industry titans like Vanguard and Fidelity, how M1 Finance is providing features to retail investors that are traditionally only provided to the ultra-wealthy, how cryptocurrencies play into M1 Finance’s vision, how Brian envisions the fintech landscape evolving over time, Brian’s biggest lessons in starting and scaling a company to 300 employees, and so much more!
43 min
365
REI135: Unique Multi-Unit Airbnb/STR w/ Isaac F...
Robert chats with Isaac French all about short-term rental investing, and specifically Isaac’s unique short-term rental experience he built from the ground up.
56 min
366
MI207: Intrinsic Value Analysis of Alphabet (Mi...
Clay Finck walks through an intrinsic value assessment of Alphabet and decides whether today’s price is a fair price to pay for the company.
16 min
367
MI Rewind: You CAN Beat The Market w/ Brian Fer...
Robert Leonard talks to Brian Feroldi about how new investors should approach the stock market and identify companies that will do well in the future.
56 min
368
MI206: Options, Derivatives, & Volatility w/ Ke...
Clay Finck chats with Kevin Davitt about all things related to options, derivatives, and volatility in today’s markets. They also dive into tips for new investors wanting to utilize options in their investment strategy, how LEAPS can supercharge your investment returns for long-term investors, why collar spreads are potentially attractive to investor, what the VIX and VOLQ are and why they’re important, and so much more!
57 min
369
MI205: Maximizing Your Career Choices w/ Eliana...
Clay Finck chats with Eliana Goldstein about maximizing your career choices. They cover the tell-tale signs to keep an eye out for to know if you need a new career or not, what to look for in a new career, why so many millennials are unhappy with their jobs, how to go about asking for a raise, Eliana’s thoughts on pay transparency, and so much more!
48 min
370
REI134: The Wise Investor w/ Rich Fettke
Robertchats with Rich Fettke about what it means to be a wise investor.
45 min
371
MI204: Intrinsic Value Analysis of Berkshire Ha...
Clay Finck walks through an intrinsic value assessment of Berkshire Hathaway and decides whether today’s price is a fair price to pay for the company.
16 min
372
MI Rewind: You Can Become An "Angel Investor" w...
Robert Leonard talks with Chris Lustrino about online private markets, equity crowdfunding, how to value, analyze, and rate private businesses as compared to publicly-owned companies, and much, much more!
51 min
373
MI203: Megatrends & Thematic ETFs w/ Jay Jacobs
Clay Finck chats with Jay Jacobs about all things thematics and megatrends, from what they are, why you should care about them, as well as two specific trends that Jay is bullish on specifically during this time period.
40 min
374
MI202: Amazon, Shopify, & Growth Investing w/ J...
Clay Finck chats with Jason Moser about Amazon, Zoom, Shopify, and the overall growth stock sector. They also cover how Jason approaches investing during a bear market, what companies he has added to, what he has sold, and a whole lot more!
52 min
375
REI133: Duplexes to Apartment Buildings w/ Dant...
Robert chats with Dante Belmonte about transitioning from small real estate deals, like single-family properties and duplexes, to syndicating apartment buildings.
61 min