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
476
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
477
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
478
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
479
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
480
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
481
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
482
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
483
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
484
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
485
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
486
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
487
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
488
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
489
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
490
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
491
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
492
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
493
MI Rewind: Investing and Entrepreneurship Strat...
Robert Leonard revisits his chat with Preston Pysh. Preston is a graduate of West Point and Johns Hopkins University, the founder of BuffettsBooks.com, and Co-Founder/Co-Host of We Study Billionaires by The Investor’s Podcast Network. He has successfully grown We Study Billionaires to the #1 stock investing podcast in the world, while building a platform that is also a leading authority in stock investing.
57 min
494
MI141: Studying Financial History w/ Ken Winans
Clay Finck chats with Ken Winans about the lessons that Ken has learned from studying financial history, why he believes that financial history should be taught in business schools, why January is often an indicator of how the rest of the year will play out, Ken’s thoughts on holding bonds in a portfolio, whether investors should consider TIPS - Treasury Inflation Protected Securities, and much more!
63 min
495
MI140: Buying Winners Through Momentum Investin...
Clay Finck chats with Wes Gray about whether just owning the S&P 500 gives investors enough international exposure or not, what momentum investing is and why it works, how retail investors can utilize a momentum strategy, why a stock’s price going up can improve the actual fundamentals of a company, and much more!
52 min
496
REI108: Mastering Self-Storage & Commercial Rea...
Robert talks with Paul Moore all about self-storage and commercial real estate. They cover what self-storage is and how it works, why it has become so popular lately, why the valuation method for commercial real estate is so powerful, why buying from mom-and-pop owners is such a great strategy, how to get started in self-storage, and much, much more!
52 min
497
MI Rewind: Avoid These 7 Sins of Investing to G...
Robert Leonard brings back fan-favorite Jeremy Schneider to talk about common investing misconceptions and sins, as well as advice on how to build true, sustainable wealth.
60 min
498
MI139: How to Beat Inflation w/ Joe Brown
Clay Finck chats with Joe Brown about what inflation is, and why it exists in our modern day economy, who the ‘winners’ and ‘losers’ are in an inflationary system, what the primary driver is of the high inflation we’ve seen over the past year, how investors can best protect themselves against inflation, whether stocks are a good inflation hedge or not, unintended consequences of price controls in an economy, and much more!
54 min
499
MI138: Fiserv Deep Dive w/ Bill Nygren & Mike N...
Clay Finck chats with Bill Nygren and Mike Nicolas about the three things they look for in companies they invest in, why Fiserv is a great value play in today’s market, how Fiserv’s growth compares to that of the S&P 500, why Fiserv’s P/E ratio shouldn’t be taken at face value, how Bill & Mike view the valuation of Fiserv and why the valuation is currently much lower than their competitors PayPal and Square, why Bill and Mike view Facebook and Alphabet as value plays, and much more!
50 min
500
REI107: Flipping is a Job, Rentals are Investin...
Robert talks with Kirby Atwell about house flipping, how to weather economic recessions in real estate, how to find deals, building processes and systems, short-term rentals via Airbnb, finding good Airbnb markets, and much, much more!
54 min