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!
401
MI222: How to Invest Like Warren Buffett w/ Rob...
Rebecca Hotsko chats with Robert Hagstrom. In this episode, they discuss how to invest like Warren Buffet, the key factors that made him so successful, what criteria Buffett uses to value businesses, why Robert believes growth stocks are the most mispriced part of the market right now, his thoughts on “old tech” vs “new tech” stocks, what financial metrics Robert uses to inform his valuation process, and so much more!
56 min
402
REI140: Data Behind the Real Estate Market w/ D...
Robert takes a deep dive into the data behind the real estate market with David Meyer.
43 min
403
MI Rewind: Young Investors Getting Started w/ K...
Robert Leonard chats with Kelly Lannan about what Fidelity is and what the company does, what the four ways are that young investors are learning about finances, what she is finding as the main reasons why people haven’t started focusing on their money yet, and much, much more!
53 min
404
MI221: High Returns from Low Risk Investing w/ ...
Rebecca Hotsko chats with Pim van Vliet. In this episode, Pim explains what factor investing is, why factor investing works, what the best way to get exposure to factors are in your portfolio, why some factors have performed poorly over recent years, what factors he thinks are most relevant going forward, what a low volatility investing strategy is, how investors can use this strategy to get high returns by taking less risk, and so much more!
51 min
405
MI220: Tax-advantaged Investing w/ Brian Martucci
Rebecca Hotsko chats with Brian Martucci. In this episode, they discuss how to invest in the most tax advantaged way, what are the different types of tax advantaged accounts and how to decide which to contribute to each year, which types of securities you should hold in each account, how to determine if you should buy life insurance, how to use life insurance as an investment and when you should consider this, what kind of returns you can expect from using life insurance as an investment, and so much more!
45 min
406
REI139: Current Market Environment, Deal Struct...
Robert chats with Brandon Blum about the current market environment, why real estate deal structures are so important, books that have had a big impact on Brandon’s life, and his overall real estate journey.
50 min
407
MI219: Factor Investing 101 (Mini-Episode)
Rebecca Hotsko discusses factor investing and how investors can use this strategy to achieve higher risk adjusted returns over the long run.
18 min
408
MI Rewind: The Soulful Art of Persuasion w/ Jas...
Robert Leonard chats with Jason Harris about what it means to be an “influencer,” the four principles for being a master influencer, how personal character is more important than facts and arguments when it comes to persuasion, all the ways empathy plays into business, and much, much more!
43 min
409
MI218: Rules Based Investing w/ Michael Gayed
Rebecca Hotsko chats with Michael Gayed. In this episode, they discuss the benefits of investing in ETFs versus stock picking, why not all ETFs are created equal and what you should look for when comparing different ETFs, how to invest using a “risk-on, risk-off” framework to improve your returns, what investments perform well during highly volatile environments, why the utility sector can be used as a leading indicator of future stock market volatility, and so much more!
44 min
410
MI217: Tech Stock Investing Outside of the FAAN...
Clay Finck brings back Adam Seessel onto the podcast to chat about tech companies outside of the FAANG, such as Adobe, Airbnb, DraftKings, Fanduel, Redfin, and others.
49 min
411
REI138: Breaking into Multifamily Investing w/ ...
Robert brings back Jeffrey Donis from the Donis brothers to talk about how they’ve gone from high-volume wholesalers to multifamily syndicators.
37 min
412
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
413
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
414
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
415
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
416
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
417
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
418
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
419
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
420
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
421
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
422
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
423
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
424
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
425
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