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!
501
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
502
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
503
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
504
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
505
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
506
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
507
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
508
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
509
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
510
MI132: Weathering Inflation with Commodities w/...
Clay Finck chats with Tony Greer about the current market landscape, how Tony is positioning himself going into 2022, what Tony expects for inflation over the coming year, what commodities Tony expects to perform well in an inflationary environment, the five classes of hard assets that Tony considers as inflation hedges, and much much more!
40 min
511
REI104: Investing With None of Your Own Money w...
Robert talks with Mel and Dave Dupuis about how to overcome tragedy, whether or not you can time the real estate market, how to find hidden cash cows, what OPM is and how to use it, what a 97% tenant is, and much, much more!
58 min
512
MI Rewind: COVID-19 and Growth Investing with S...
Simon Erickson and Robert Leonard discuss how COVID-19 is impacting the stock market, his investing principles, how he picks a stock, and which stocks are on his watchlist. Simon is the Founder and CEO of 7Investing, and was previously lead advisor at The Motley Fool.
59 min
513
MI131: Richer, Wiser, Happier w/ William Green
Clay Finck chats with William Green about how the greatest investors taught him how to live a better life, the lessons William learned in simplifying an investment approach, what it takes to know if you’re ready to buy individual stocks and try to outperform the market, why investing in mudanity is often a very good investing approach, Bill Miller’s incredible story during the financial crisis, and much, much more!
76 min
514
MI130: Are Emerging Markets Undervalued? w/ Jam...
Clay Finck chats with James Fletcher about ESG investing, emerging markets, why emerging markets might outperform the US markets over the coming years, James’ investment process, the role of cash in a portfolio, what the Young Investors Society is doing to provide financial literacy education, and much, much more!
50 min
515
REI103: The Truth About Airbnb Investing w/ Tra...
Robert talks with Travis Zappia about what investing in short-term rentals is, the pros and cons of this strategy, how someone gets started, how to pick markets, how to analyze a deal, how to screen tenants, how to finance these properties, and much, much more!
62 min
516
MI Rewind: Investing In Commodities w/ David Mo...
Robert Leonard revisits his talk with David Morgan about the basics of investing in commodities, particularly precious metals like silver.
54 min
517
MI129: Long-Term Investing w/ Connor O'Brien
Clay Finck chats with Connor O’Brien about what it’s like working with Kevin O’Leary, also known as, Mr. Wonderful, what crowdfunding is and how anyone can invest in Connor’s own business, what the advantages are of fundraising through crowdfunding, the trends Connor is seeing in the FinTech space, what a sensible asset allocation looks like for younger investors, and much, much more!
49 min
518
MI128: Why Buy Bitcoin w/ Andy Edstrom
Clay Finck chats with Andy Edstrom about why Bitcoin should be considered as a part of an investment portfolio, how Andy thinks about valuing Bitcoin as an investment, how investors can potentially keep themselves from ‘buying the top’ in Bitcoin, the 14 characteristics of money and how Bitcoin stacks up against gold and fiat currency, some of the common misconceptions around Bitcoin, and much, much more!
88 min
519
REI102: Don't Lose All Your Money & Truth About...
Robert talks with Brian T. Bradley about what asset protection is and why it matters, when a new real estate investor should start considering asset protection, whether new real estate investors need an LLC or not to start investing, how to setup an LLC, the most common and dangerous misconceptions around LLCs, and much, much more!
67 min
520
MI Rewind: Common Sense Investing w/ Ben Felix
Robert Leonard revisits his chat with Ben Felix to discuss some common sense investing ideas, his thoughts on diversification, and the 5% rule. Ben Felix is the host of Common Sense Investing, a YouTube channel that discusses financial decision making. He is also a Portfolio Manager at PWL Capital Inc.
57 min
521
MI127: Life as a Podcast Host, Investing in Fin...
Clay Finck chats with Robert Leonard about how Robert became a podcast host, the lessons he has learned working for Preston Pysh and Stig Brodersen over the years, why Robert is bullish on the FinTech space, the real estate deals Robert currently holds, what levels of returns he gets on his long-distance deals, how Robert got a real estate property for 0% money down, how he views risk in real estate investing relative to stock investing, and much, much more!
56 min
522
MI126: A Rational Approach to Investing w/ Tobi...
Clay Finck chats with Tobias Carlisle about what led him to becoming a value investor, what mean reversion is and how it relates to his overall investment strategy, how inflation impacts his investment process, what the shiller PE is and why it’s something to be mindful of, what his thoughts are on determining an appropriate discount rate, and much, much more!
48 min
523
REI101: Become A Better Reader To Improve Your ...
Robert talks with Alex Wieckowksi, also known as Alex and Books, all about exactly that, books! They talk about why and how to quit reading books, how you can find more time to read, how to read any book in one week, why speedreading is bad, how to find great books to read, and much, much more!
65 min
524
MI Rewind: Alternative Asset Investing in Farml...
Robert Leonard revisits his chat with Artem Milinchuk about investing in an alternative asset class that likely isn’t top of mind for most people: farmland.
36 min
525
MI125: Investing Like Warren Buffett w/ Jake Ta...
Clay Finck chats with Jake Taylor about how an encounter with Warren Buffett changed his life, why capital allocation is so important for both businesses and investors, how Jake is positioning his portfolio in these expensive market conditions, why Berkshire Hathaway’s recent underperformance shouldn’t concern investors at all, why many growth companies are trading at valuations that are likely not sustainable, what Jake wishes he could go back and tell his 20 year old self, and much, much more!
59 min