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
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
352
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
353
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
354
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
355
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
356
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
357
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
358
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
359
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
360
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
361
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
362
REI134: The Wise Investor w/ Rich Fettke
Robertchats with Rich Fettke about what it means to be a wise investor.
45 min
363
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
364
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
365
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
366
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
367
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
368
MI201: Investing in Tech Companies (Mini-Episode)
Clay Finck chats about Adam Seessel's book, Where The Money is, as well as his framework for investing in technology companies. Traditional value investors have oftentimes overlooked tech companies because they appear overvalued based on the P/E multiple, but when you look under the surface and reveal the true earnings power, it’s not always the case.
18 min
369
MI Rewind: China, Emerging & Frontier Markets w...
Robert Leonard talks with Kevin Carter about what emerging or frontier markets are and which countries they consist of, why home-country bias exists and what investors are potentially missing by focusing only on their domestic markets, where to start and how to get started as a new investor in international markets, and much, much more!
71 min
370
MI200: Focus on the Fundamentals w/ David Trainer
Clay Finck chats with David Trainer about the fundamentals of investing that hold true for all stock investors. They also cover economic earnings and why they matter, what to look for in executive compensation, a case study between two stocks: Carmax and Carvana, what zombie companies are and what their effects are on the broader economy, why David is bearish on Tesla’s stock price, and a whole lot more!
46 min
371
MI199: Cloning Warren Buffett and Charlie Munge...
Clay Finck chats with Chris Franco about the lessons he has learned from studying Warren Buffett and Charlie Munger. They discuss how he thinks about constructing a portfolio, what makes a company a bad business, how Warren Buffett’s definition of risk differs from academia, what makes Costco such a great business, how Warren Buffett and Charlie Munger’s investment strategies differ, and so much more!
59 min
372
REI132: Buying Real Estate with $0 Down and 0% ...
Robert chats with Pace Morby in part 2 of this two-part series all about creative financing, seller financing, and sub-to.
53 min
373
MI198: The Blueprint to Financial Freedom (Mini...
Clay Finck talks about financial freedom and ways in which you can achieve it, on today's episode.
19 min
374
MI Rewind: Deep Dive into Stock Exchanges and N...
Robert Leonard talks with Kevin Kennedy about the impact of technology, fiscal and monetary policy, options trading and exchanges, crypto currency, and the rise of retail investors, on the growth of the stock market, and much more!
59 min
375
MI197: Stock Market Bubbles & Crashes w/ Scott ...
Clay Finck chats with Scott Nations about previous stock market crashes and all of the biases that investors have that lead them to lose money and achieve poor returns. They also cover how to think about risk in your portfolio, Scott's biggest lessons studying stock market crashes, how we can act rationally during a financial crisis, how to invest in today’s crazy market, and so much more!
48 min