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
MI162: Is Now the Time To Own Gold? w/ Tavi Costa
Clay Finck chats with Tavi Costa about why he believes that now is the time to have exposure to hard assets like gold, silver, & commodities, what the potential catalysts are for gold and silver, how investors can think about the value of gold, the one leading metric that’s most helpful to see where we're at in gold and commodity cycles, and much more!
42 min
452
REI119: The ONE Thing w/ Jay Papasan
Robert talks with bestselling author Jay Papasan about how to find your one thing, stay focused, avoid being misled by common, but incorrect, time management practices, how to delegate, and much, much more!
56 min
453
MI Rewind: REIT Investing with Matthew Frankel
Robert Leonard sits down with Matthew Frankel to dive into Real Estate Investment Trusts (REITs). Matthew writes about various investing and personal finance topics for The Motley Fool, and is a Certified Financial Planner and Investment Advisor.
34 min
454
MI161: Building a Balanced Portfolio w/ Daniel ...
Clay Finck chats with Daniel Rasmussen about how interning at Bridgewater Associates impacted him as an investor, the four types of economic environments that ultimately drive asset class returns, which asset class performs very well during an inflationary period, why small-cap value stocks are potentially a great way to diversify your portfolio, why Dan prefers to avoid investing in China, and much more!
41 min
455
MI160: Do Stocks Only Go Up? w/ Brian Feroldi
Robert Leonard chats with Brian Feroldi about why personal finance is not widely spread in the US education system today, why stocks have value in the first place, what the Dow Jones Industrial Average, S&P 500, and the Nasdaq really are and how they differ, why public companies might issue new shares or even buy back their own shares, why the stock market generally goes up over a long time horizon, and much more!
61 min
456
REI118: Life-Changing Conversations & Buying A ...
Robert talks with Elliot Bisnow about how he started his first business in college, why you shouldn’t just keep it real —you should keep it surreal, how he pioneered an entirely new type of business conference, why he went all-in on an investment that he had no idea if it’d work or not, pieces of advice that have changed his life, how you can buy a mountain, and much, much more!
50 min
457
MI Rewind: Investing in Commodities with David ...
Robert Leonard sits down with David Morgan to go through the basics of investing in commodities, particularly precious metals like silver. David is a widely recognized analyst in the precious metals industry and consults for hedge funds, high net worth investors, mining companies, depositories, and bullion dealers. He is also known as the publisher of The Morgan Report.
54 min
458
MI159: The Science of Hitting w/ Alexander Morris
Clay Finck chats with Alexander Morris about the initial things Alex looks at when analyzing a company, why paying up for quality companies is acceptable for long-term investors, how ROIC plays a role in Alex’s investment decisions, why Alex recently added Spotify to his portfolio, how Alex thinks about Spotify’s valuation and their path to profitability, and much more!
55 min
459
MI158: Investing for Outsized Performance w/ Je...
Clay Finck chats with Jeremy Deal about how Jeremy finds companies that are positioned to thrive in any market environment, how valuation fits into his investment process, how he develops conviction for his holdings given that the future is unknowable, why his fund only invests in a handful of companies, some of the biggest mistakes he has made and how he learned from them, and much more!
52 min
460
REI117: Warren Buffett Owns REITs, Should You? ...
Robert talks with Brad Thomas all about investing in REITs — what they are, how they work, why Warren Buffett owns them, and much, much more!
51 min
461
MI Rewind: Warren Buffett, Charlie Munger, and ...
Robert Leonard revisits his talk with Adam Mead about his book, “The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger's Conglomerate Masterpiece,” why he wrote it, and what principles he learned from the Oracle of Omaha as he and his conglomerate evolved over time.
66 min
462
MI157: Just Keep Buying w/ Nicholas Maggiulli
Robert Leonard chats with Nick Maggiulli about why many people should put more focus on growing their income rather than saving more money to build wealth, how one should go about building additional income streams on the side, how using the 2x spending rule can help you eliminate guilt in making larger purchases, Nick’s thoughts on what to do with money intended to be used as an emergency fund or a home down payment, why dollar-cost averaging is better than trying to time the market, why you should reconsider maxing out your 401k if you’re currently doing so, and much more!
55 min
463
MI156: Masterclass on SPACs w/ David Sherman
Clay Finck chats with David Sherman about what SPACs are and how they work, why some companies would prefer to IPO through a SPAC rather than the traditional IPO process, why the incentive structure of the SPAC IPO process is sub-optimal, how pre-merger SPACs offer an interesting risk/return profile, David’s thoughts on the overall current market environment, and much more!
53 min
464
REI116: Managing Contractors, Rehabs, and the B...
Robert talks with Andresa Guidelli about what the BRRRR strategy is, how new investors can use the BRRRR strategy to fund real estate deals with less than 20% down, which items should be fixed during a rehab, how to find contractors, how to protect yourself from contractors, and much, much more!
50 min
465
MI Rewind: Future of the Financial Markets? w/ ...
Robert Leonard revisits his talk with Howard Marks about the future of financing small businesses through the lens of his company, StartEngine, a leading equity crowdfunding platform that allows people to invest in startups and raise capital through crowds.
90 min
466
MI155: Bitcoin’s International Impact & Human R...
Clay Finck chats with Alex Gladstein about the biggest problems that Bitcoin is solving internationally, why many citizens in developed nations are so quick to dismiss Bitcoin, ways in which Bitcoin is a tool of empowerment under authoritarian regimes, what Bitcoin’s shortcomings are from a privacy standpoint, Bitcoin’s overall impact in El Salvador, and much more!
45 min
467
MI154: Pricing Power & Ferrari Stock w/ Arif Karim
Clay Finck chats with Arif Karim about the importance of pricing power for a company operating in an inflationary environment, how an investor can determine whether a company has adequate pricing power or not, why Costco has spectacular pricing power despite its very low margins, the investment case for Ferrari, what an idiosyncratic business is, and much more!
51 min
468
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
469
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
470
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
471
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
472
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
473
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
474
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
475
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