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!
451
REI115: Investing in Campgrounds w/ Heather Bla...
Robert talks with Heather Blankenship (@heatherblankenshipx3) about investing in campgrounds, RV parks, mobile home parks, section 8 multifamily properties, and much, much more!
58 min
452
MI Rewind: Growth and SaaS Investing with Austi...
Robert Leonard sits down with Austin Lieberman to talk growth investing, investing in SaaS companies, and how he personally invests. Austin used to be with the United States Air Force, and is now a Portfolio Manager at Social Capital.
41 min
453
MI153: Valuing Netflix Stock w/ Tony Coniaris
Clay Finck chats with Tony Coniaris about Oakmark’s criteria for a quality value investment, what it means to have a bottoms up investment approach, why Netflix qualifies as a value investment, Tony’s thoughts on the recent volatility of Netflix’s stock, how Tony thinks about the value of Netflix, a recent addition to Oakmark’s holdings - Willis Towers Watson, and much more!
38 min
454
MI152: Bitcoin First and Fidelity Digital Asset...
Clay Finck chats with Chris Kuiper and Jack Neureuter about why Fidelity chose to offer services for Bitcoin only and none of the other digital assets, why Bitcoin should be considered seperately from all other digital assets from an investment standpoint, why decentralization and network effects are critical aspects of Bitcoin’s value proposition, things happening in the Bitcoin space that make Chris and Jack most excited about its future, and much more!
50 min
455
REI114: Technology Innovation in Real Estate & ...
Robert talks with Giri Devanur about why technology has taken so long to make it into the real estate industry, what new innovations are coming to the real estate world, what AI and machine learning are, what short-term rentals are and how they’re being changed by technology, and much, much more!
47 min
456
MI Rewind: Bitcoin, Crypto, and Entrepreneurshi...
Robert Leonard sits down with Jason Yanowitz to talk about his entrepreneurial journey, and his views on Bitcoin and other cryptocurrencies. Jason is the Co-Founder of BlockWorks Group, an events and media company that sits at the intersection of digital assets and traditional finance.
37 min
457
MI151: Small Business Goes On A Bitcoin Standar...
Clay Finck chats with Kevin McGarvey about what led Kevin and his partner to putting their small business on a Bitcoin Standard, why Kevin believes that this move is a necessity for small businesses to thrive, Kevin’s thoughts on the regulatory landscape for Bitcoin, how Kevin stores the Bitcoin on his company’s balance sheet, the unique way Kevin decided to reward his employees and attract new talent, and much more!
46 min
458
MI150: Long-Term Debt Cycles & Bitcoin w/ Dyla...
Clay Finck chats with Dylan LeClair about Ray Dalio’s thesis on the long-term debt cycle and how Bitcoin potentially plays into that, what the Federal Reserve’s playbook is likely to be in the current market environment, why Dylan believes Bitcoin is a better solution for base money than gold, why we haven’t seen more public companies adopting Bitcoin as of late, what Bitcoin on-chain analysis is and why it even matters, Dylan’s thoughts on the potential for a Bitcoin ETF, and much more!
48 min
459
REI113: Financial Freedom (FIRE) w/ Cory Jacobs...
Robert talks with Cory Jacobson and Ryan Bevilacqua all about financial freedom — what it is, all the various different ways of achieving it, the different types, and much, much more!
64 min
460
MI Rewind: Leveraging Technology to Improve Inv...
Robert Leonard sits down with Kerim Derhalli to talk about investing for the millennial generation, and how brokerage firms are putting themselves at the forefront of technology. Kerim was the Tech Entrepreneur of the Year in 2019 and is currently the Founder and CEO of Invstr.
47 min
461
MI149: Peter Lynch & GARP Investing w/ Robert R...
Clay Finck chats with Robert Reynolds about who Peter Lynch is and how he invests, the advantages individual retail investors can have over Wall Street, why active investors might be in a good position to outperform passive investors over the coming years, how Robert thinks about portfolio concentration, why Facebook and Google are potentially compelling stock picks, and much more!
48 min
462
MI148: Studying Superinvestors & Seritage Growt...
Clay Finck chats with Tom Botica about what investors should keep in mind during a market correction, what it means to invest with a margin of safety, why investing checklists can be useful for value investors, the case for individual stock pickers outperforming the market indices, what Seritage Growth Properties does and why it’s potentially a compelling investment, why Seritage is trading at what appears to be well below it’s liquidation value, and much more!
48 min
463
REI112: Real Estate Investing in an Expensive M...
Robert talks with Karina Mejia about how to buy real estate in an expensive market, what house hacking is and how to get started with it, and how to transition from a corporate career into a full-time real estate career.
32 min
464
MI Rewind: Should YOU Trade Options? w/ Tom Sos...
Robert Leonard chats with Tom Sosnoff to discuss the ins and outs of options trading – how it works, some strategies for beginners, and its expected returns and risks. Tom is a well-known entrepreneur and options trader. He was the of Founder of Think or Swim, which he sold to TD Ameritrade, and is now the Founder of TastyTrade and TastyWorks, which he just recently, since this episode recording, sold for $1 billion.
47 min
465
MI147: Developing Irrational Self-Belief and To...
Clay Finck chats with Evan Carmichael about what led him to starting his YouTube channel which now has over 3.3 million subscribers, what Evan’s life mission is, the most common themes Evan has found in the successful people he has studied, what his typical day looks like as an entrepreneur, how he thinks about investing as a business owner and operator, and much more!
46 min
466
MI146: Building a Business from Scratch & Budge...
Clay Finck chats with Jesse Mecham about what led him to start his business in 2004 while he was still in college, when Jesse knew it was time to quit his full-time accounting career to go all in on his business, what is and what is not a budget, whether budgets are for everyone or not, why it’s important to look at an investor’s overall financial situation when assessing their strategy, and much more!
42 min
467
REI111: Going Against The Crowd in Real Estate ...
Robert talks with Robert Levy and Phillip Block about being a contrarian in the real estate investing industry by investing in retail-focused properties.
41 min
468
MI Rewind: Warren Buffett Value Investing with ...
Robert Leonard sits down with Gary Mishuris to talk about the ins and outs of value investing, and how Coronavirus has impacted the investing landscape.
65 min
469
MI145: Short Selling and Uncovering Corporate M...
Clay Finck chats with Edwin Dorsey about what short selling is, why short selling is a necessary part of a well functioning free market, what to be mindful of when shorting a company, the biggest red flags he looks for in performing his research, what Edwin uncovered when researching Roblox, AgEagle Aerial, and Embark Technology, why Edwin is bullish on Twitter, and much more!
48 min
470
MI144: Investing in the Metaverse and Technolog...
Clay Finck chats with Beth Kindig about how she approaches investing in the metaverse, how large the metaverse market could become over the coming years, the companies and technology trends that Beth and her team at the I/O fund are most excited about, some key lessons to keep in mind when investing in growth companies, what Beth looks for in trends and companies to invest in, how to think about the role of the Federal Reserve as a tech investor, why Beth is very bullish on Bitcoin, and much more!
53 min
471
REI110: Ecommerce Exit to Real Estate Investor ...
Robert talks with Connor Gross about entrepreneurship, how he started and sold his first business, what he’s working on today, how he leveraged his entrepreneurial success into real estate, all about self-storage, and much, much more!
63 min
472
MI Rewind: Stock Picking Strategies and Lessons...
Robert Leonard revisits his conversation with Ryan Reeves about various stock-picking strategies and some of the best ways to grow your investor education.
56 min
473
MI143: Good Money Revolution w/ Derrick Kinney
Clay Finck chats with Derrick Kinney about what led Derrick to selling his financial planning business to start Good Money Framework, the underutilized tool that Derrick found that businesses can use to drastically differentiate themselves from their competitors, why he believes that money is not bad and good people should have more of it, the actionable methods anyone can use to start increasing their income, and much more!
52 min
474
MI142: Now Everyone Can Mine Bitcoin w/ Whit Gibbs
Clay Finck chats with Whit Gibbs about what bitcoin mining is, why someone might want to mine bitcoin rather than just buying the asset, some of the exciting things happening in the bitcoin mining space in Texas and El Salvador, what led Whit to starting Compass Mining, what the economics are of owning a bitcoin miner through Compass, what the risks are of mining bitcoin, and much more!
44 min
475
REI109: Turning Everyday Homebuyers into Cash B...
Robert talks with Tim Herman about a newly launched mortgage product that turns everyday homebuyers into cash buyers, what underwriting is and how it works, why individual homebuyers are now competing with large institutional players when buying single family homes, and much, much more!
39 min