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!
126
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
127
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
128
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
129
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
130
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
131
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
132
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
133
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
134
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
135
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
136
MI Rewind: China, Emerging & Frontier Markets w...
Robert Leonard chats with Kevin Carter about what emerging or frontier markets are, and more.
72 min
137
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
138
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
139
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
140
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
141
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
142
MI307: Unpacking The Money Mind w/ Robert Hagstrom
Kyle chats with Robert Hagstrom about the benefits of reading fiction for improving your investing process, the best mental models Robert learned from his time working with Bill Miller, and more!
60 min
143
MI306: Almanacks and Anthologies w/ Eric Jorgenson
Patrick sits down with Eric Jorgenson to talk not only about his recently released book called The Anthology of Balaji.
48 min
144
MI Rewind: Infinite Banking with Chris Naugle
Robert Leonard and Chris Naugle talks through the concept of “infinite banking” in-depth.
70 min
145
MI305: Exploring the DNA of Quality Businesses ...
Kyle interviews Lawrence Cunningham, together they chat about Warren Buffett’s focus on value, Warren’s unique long-term perspective & more!
53 min
146
MI Rewind: Contrarian Thinking w/ Codie Sanchez
Robert chats with Codie Sanchez about where her curiosity for becoming a contrarian come from, why rental properties might be a dumb idea, her favorite ways of building cash flow with no money, and much, much more!
31 min
147
MI304: Evolving The Value Investing Mold w/ Ada...
Kyle chats with Adam Seessel about the importance of R&D spend to a businesses competitive advantage, why value investors should embrace tech as a massive creator of value, and a whole lot more!
51 min
148
MI303: The Real Estate Playbook w/ Cliff Avril
Patrick sits down with NFL pro-bowler and Super Bowl winner, Cliff Avril. Together they talk about, investing in real estate, how his first big project went and plenty more!
61 min
149
MI Rewind: How to Beat Inflation w/ Joe Brown
Clay 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, the primary driver 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!
55 min
150
MI302: Roaming The Warren Buffett Landscape w/ ...
Kyle chats with Mary Buffett and Sean Seah about Warren's aversion to financial leverage and how he used float as a viable alternative, and a whole lot more!
36 min