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!

Business
Investing
Education
376
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
377
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
378
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
379
REI134: The Wise Investor w/ Rich Fettke
Robertchats with Rich Fettke about what it means to be a wise investor.
45 min
380
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
381
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
382
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
383
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
384
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
385
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
386
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
387
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
388
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
389
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
390
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
391
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
392
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
393
MI196: Value Investing in the Digital Age w/ Ad...
Clay Finck chats with Adam Seessel about investing in tech companies from a value investing perspective, the #1 thing Adam looks for in a quality company, why he likes Apple, Microsoft, Amazon, and Google’s stock, but avoids Netflix and Facebook, why you can’t consider the GAAP financial statements at face value when analyzing tech companies, how Adam considers a fair price to pay for his value picks, and so much more!
53 min
394
REI131: Buying Real Estate with $0 Down and 0% ...
Robert chats with Pace Morby in part 1 of this two-part series all about creative financing, seller financing, and sub-to.
61 min
395
MI195: Overcoming These 5 Investor Biases (Mini...
Clay Finck chats about five investor biases that Scott Nations outlines in his new book, The Anxious Investor.
14 min
396
MI Rewind: Side Hustling and Stock Investing w/...
Robert Leonard chats with Ryan Scribner how to build a successful online business, which started as a side hustle for him but is now his full-time hustle. We also talk about affiliate marketing and where to begin if you’re starting from scratch. Ryan is a successful lifestyle entrepreneur and YouTuber, focusing on stock investing, personal finance, and building streams of passive income.
45 min
397
MI194: Top Takeaways From the First Half of 2022
Clay Finck pulls together his top takeaways and his favorite audio clips from his interviews during the first half of 2022.
74 min
398
MI193: Risk Management Techniques & Studying Wa...
Clay Finck chats with Max Rudolph about risk management, the current market environment, how Warren Buffett influenced him as an investor over the past 30 years, why he invested in Chevron, and so much more!
53 min
399
REI130: Investing in Frothy Markets w/ Eric Barvin
Robert talks with Eric Barvin about investing in expensive, frothy markets, how to find hidden value in real estate, current market conditions, and much, much more.
49 min
400
MI192: Richer, Wiser, Happier Book Review (Mini...
Clay Finck chats about William Green’s book - Richer, Wiser, Happier - and shares his biggest lessons from the book.
21 min