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
126
MI322: Enduring Ventures w/ Sieva Kozinsky
Patrick Donley sits down with Sieva Kozinsky to do a deep dive into his entrepreneurial career and his journey to building his holding company, Enduring Ventures.
63 min
127
MI Rewind: Naval w/ Eric Jorgenson
Robert Leonard chats with Eric Jorgenson about who Naval Ravikant is, why he wanted to write a book about him as a guide to wealth and happiness, and more.
47 min
128
MI321: Uncovering Stocks Like A Pro w/ Stephen ...
Kyle chats with Stephen Clapham about how to use “laterals” to leverage your circle of competence and find great ideas, the power of simplicity in valuation, and a whole lot more!
62 min
129
MI320: Owning and Operating a Holding Company w...
Patrick Donley sits down with John Wilson to learn about the world of home service holding companies.
54 min
130
MI Rewind: Growth Investing Stock Analysis w/ S...
Robert Leonard brings back Simon Erickson to review the growth investing strategy and how investors can start with this strategy.
41 min
131
MI319: Adulting is Easy w/ Lauren Keen Aumond
Patrick sits down with Lauren Keen Aumond to talk about her journey to financial independence, how she educated herself in both real estate and personal finance, and so much more.
54 min
132
MI318: Million Dollar Weekend w/ Noah Kagan
Patrick sits down with Noah Kagan to talk about his new book, "Million Dollar Weekend", why Noah walked out of a Tony Robbins seminar, and much more!
51 min
133
MI Rewind: The Soulful Art of Persuasion w/ Jas...
Robert Leonard chats with Jason Harris about what it means to be an “influencer,” and how personal character is more important than facts and arguments when it comes to persuasion.
43 min
134
MI317: Investing WIth Safeguards: Spotting and ...
Kyle Grieve chats with Brian Feroldi about why he decided to write his book “Why Does The Stock Market Go Up?”, his favorite lessons from the late and great Charlie Munger, and a whole lot more!
56 min
135
MI316: The Making of a Value Investor w/ Kyle G...
In this week’s episode, Patrick Donley sits down with Kyle Grieve to talk about his transformation into a value investor.
56 min
136
MI Rewind: To Be A Successful Investor, You Nee...
Robert Leonard chats with Jesse Mecham to talk about how abiding by simple budgeting can set you up for success in the future.
39 min
137
MI315: The Power of Mentorship w/ Chris Powers
Patrick Donley (@JPatrickDonley) sits down with Chris Powers to talk about his journey from purchasing his first rental at 17 to becoming Chairman of Fort Capital and host of the entrepreneurial podcast, The Fort. They dive into the sacrifices Chris has had to make to get to where he is today, the struggles along the way, the role of mentorship and faith in his life, what he learned from Sam Zell on how to be a great investor, and so much more.
57 min
138
MI Rewind: You Don't Have to Go Big w/ Andrew G...
Robert Leonard chats with Andrew Gazdecki about what Microacquire is, how he built it, and what his goal is with this company.
50 min
139
MI314: The Art Of Quality Investing w/ Compound...
Kyle chats with Compounding Quality about the benefits of quality investing, the simple way to measure the returns of an investment, and a whole lot more!
69 min
140
MI Rewind: Warren Buffett’s #3 & Charlie Munger...
Robert Leonard chats with Dr. Robert Cialdini to discuss his book Influence, New and Expanded: The Psychology of Persuasion.
56 min
141
MI313: Small Cap Mastery w/ Rayna Lesser Hannaway
Kyle chats with Rayna Lesser Hannaway about her business flywheel model to identify great businesses, the advantages of investing in small-cap stocks and a whole lot more!
47 min
142
MI312: Start with Strategy w/ Dave Meyer
Patrick Donley chats w/ Dave Meyer, VP of Data and Analytics at Bigger Pockets and author of the upcoming book "Start with Strategy." They delve into the crucial role of choosing the right strategy for real estate investment success.
53 min
143
MI Rewind: Should YOU Trade Options? with Tom S...
Tom Sosnoff discusses the ins and outs of options trading – how it works, some strategies for beginners, and its expected returns and risks.
46 min
144
MI311: Quantitative Wisdom: Lessons for Qualita...
Kyle Grieve chats with Tobias Carlisle about the key findings from his book on value and concentrated investing, the power of mean reversion and its role in providing value in undervalued stocks, and more!
65 min
145
MI Rewind: China, Emerging & Frontier Markets w...
Robert Leonard chats with Kevin Carter about what emerging or frontier markets are, and more.
72 min
146
MI310: A Serial Acquirers Deep Dive w/ Chris Mayer
Kyle chats with Chris Mayer about the special qualities of serial acquirers that make them compelling investments, tricks on how to value serial acquirers, and a whole lot more!
53 min
147
MI309: Liquid Assets: Investing in Fine Wine w/...
Patrick sits down with Nick King to talk about how his company, Vint! and his thoughts on how to best succeed at the entrepreneurial game.
52 min
148
MI Rewind: Deep Dive into Stock Exchanges and N...
Robert chats with Kevin Kennedy about the impact of technology, fiscal and monetary policy, options trading and exchanges, cryptocurrency, and the rise of retail investors, on the growth of the stock market, and much more!
59 min
149
MI308: The Options Advantage For Value Investor...
Kyle chats with Matthew Peterson about his journey into the fund management industry, what potential fund managers should consider before starting a new fund, and more!
63 min
150
MI Rewind: Warren Buffett, Charlie Munger, and ...
Robert talks 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.”
66 min