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
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
477
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
478
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
479
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
480
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
481
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
482
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
483
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
484
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
485
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
486
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
487
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
488
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
489
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
490
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
491
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
492
MI Rewind: How to Become A Successful Entrepren...
Robert Leonard sits down with Sean Castrina to talk about his insights on entrepreneurship, and some practical advice for millennials who want to start a business or side hustle. Sean has founded more than 20 companies, is an investor, and wrote 3 books on entrepreneurship and business. He is also the host of the 10 Minute Entrepreneur Podcast, one of the top business podcasts today.
47 min
493
MI137: Discovering Value Investments w/ Vitaliy...
Clay Finck chats with Vitaliy Katsenelson about how Covid-19 changed the game of value investing, what Vitaliy looks for in the companies he invests in, how Vitaliy thinks about the discount rate in his valuation process, why buying great companies might not be the best investment strategy, whether a portfolio of only stocks can give investors a well-balanced portfolio, and much much more!
40 min
494
MI136: The Bull Case for Uranium w/ Justin Huhn
Clay Finck chats with Justin Huhn about the overall uranium market and why Justin is bullish on the sector, how cyclicality plays into the uranium market, why the nuclear energy sector is positioned to grow over time as a source of green energy, the role that the Sprott Uranium Trust plays into the overall market for uranium, the tell tale signs Justin is looking for to sell his uranium positions, and much much more!
52 min
495
REI106: Rent-By-The-Room & Student Rentals w/ R...
Robert talks with Ryan Chaw about what student rentals and a rent-by-the-room strategy are, how student rentals have been impacted by the pandemic, how to deal with potential damage from student renters, how to screen students as potential tenants, how to find real estate deals, and much, much more!
48 min
496
MI135: Bitcoin is for Millennials w/ Preston Pysh
Clay Finck and Robert Leonard chat with Preston Pysh about the role that money printing, the Federal Reserve, and debt play in the macroeconomy, the benchmark the Preston uses to measure performance against his own portfolio, what the incentives are for continued Bitcoin adoption, how Bitcoin’s price will perform if we see another deflationary shock in the markets, the metrics Preston looks at to test his Bitcoin thesis, the potential risks that Preston sees in Bitcoin, and much much more!
63 min
497
MI134: Why Deflation is Key to an Abundant Futu...
Clay Finck chats with Jeff Booth about inflation and deflation, why inflation isn’t necessarily ‘good’ for a healthy and thriving economy, why so many people are missing the fact that deflation and technological innovation is too powerful of a force to stop, why Jeff believes that Bitcoin is positioned to perform well over the long-term, and much much more!
43 min
498
REI105: House Hacking & Discipline Are The Way ...
Robert talks with Jason Peterson about how to start investing with nothing, why real estate has a low barrier to entry, what house hacking is and why it’s one of the most power real estate strategies, how to leverage lines of credit and the equity in your properties to scale, what seller credits are and how to use them, and much, much more!
58 min
499
MI Rewind: Practical Strategies for Starting a ...
Robert Leonard sits down with Steve Hoffman to talk about practical strategies for starting a business, overcoming obstacles, and coming out on top. Steve is the Chairman & CEO of Founders Space, one of the world’s leading incubators and accelerators. He’s also an angel investor, Limited Partner at August Capital, serial entrepreneur, and author of three award-winning books. Steve has also founded numerous other groups, successful startups, and even spent some time working in TV in Hollywood.
60 min
500
MI133: Retiring at 35 w/ Steve Adcock
Clay Finck chats with Steve Adcock about how Steve retired at age 35 after living a somewhat luxurious lifestyle in his 20s, the pros and the cons of early retirement, the creative ways Steve and his wife limit their expenses by living off the grid, what Steve’s thoughts are on the follow your passion versus earn more money debate, and much much more!
44 min