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
151
MI Rewind: You Don't Have to Go Big w/ Andrew G...
Robert chats with Andrew Gazdecki about what Microacquire is, how he built it, and what his goal is with this company, what he thinks about smaller, bootstrapped companies versus large, venture-backed ones that are trying to be worth a billion dollars, why VC-backed companies generally get all the news coverage and what Andrew is doing to change this, and much, much more!
48 min
152
MI296: Epic Lessons From A Decade Of 10-Baggers...
Kyle Grieve chats with Dede Eyesan about the importance of diversifying geographical investment knowledge for discovering new opportunities and achieving multibagger returns & more
57 min
153
MI Rewind: The Psychology of Money & Behavioral...
Robert chats with Daniel Crosby about behavioral finance, the psychology of money, Daniel’s most important money lessons after studying countless investors, common misconceptions about money, Daniel’s framework when selecting individual stocks, and much, much more!
42 min
154
MI295: From Numbers to Riches: Return On Equity...
Kyle chats with Jason Donville and Jesse Gamble about their investing strategy based on finding high and sustainable ROE businesses, and much more!
54 min
155
MI294: Making Airbnbs Simple, Passive, and Prof...
Patrick sits down with Sief Khafagi to learn all about how his company, Techvestor, makes investing in Airbnbs simple, passive, and profitable.
36 min
156
MI Rewind: The Business of Podcasting w/ Hala Taha
Robert chats with Hala Taha about her journey from a school dropout to a successful full-time podcaster and entrepreneur. They discuss what made her want to turn her side hustles into actual full-fledged businesses, why she chose podcasting in particular, what the most effective strategies she has found for growing a podcast, how she is able to manage her time and balance all aspects of her life, and much, much more!
50 min
157
MI293: Hacking Marketing & Growth w/ Cody Schne...
Robert chats with Cody Schneider about all things digital marketing and online business.
49 min
158
MI Rewind: Investing Is Your Superpower w/ Shin...
Robert talks with Shinobu Hindert about her journey as a financial advisor in the corporate world to branching on her own, why she wrote her new book, Investing is Your Superpower, the relationship between money and women, where she thinks new investors should start with their money journey, and much, much more!
36 min
159
MI292: Real Estate Partnerships w/ Ashley Kehr ...
Robert brings back his friends Ashley Kehr and Tony J. Robinson to talk all about real estate partnerships and getting an update on the Airbnb investing market.
56 min
160
MI291: How to Create a Great Life w/ Kevin Dah...
Patrick joins Kevin Dahlstrom to explore crafting your dream life, delving into Kevin's viral 17-point Twitter thread.
67 min
161
MI Rewind: Business Crash Course w/ Mike Michal...
Robert chats for the second time with Mike Michalowicz to discuss entrepreneurship and marketing tactics in his new book, Get Different, why being better isn’t enough to win customers anymore, why having no money or experience actually gives someone a shot at their business working, why a business plan is a waste of time, and much, much more!
54 min
162
MI290: Untapped Value: Unearthing Undiscovered ...
Kyle Grieve chats with Paul Andreola about his discovery investing system for microcrap stocks, why focusing on undiscovered businesses is so powerful and much more!
55 min
163
MI Rewind: Young Investors Getting Started w/ K...
Robert chats with Kelly Lannan about what Fidelity is and what the company does, what the four ways are that young investors are learning about finances, what she is finding as the main reasons why people haven’t started focusing on their money yet, and much, much more!
55 min
164
MI289: Hacking Your Life, Money & Travel w/ Chr...
Robert chats with his friend Chris Hutchins all about hacking your life and finances.
73 min
165
MI288: Experiencing Unique Stays w/ Ben Wolff
Patrick interviews Ben Wolff on Airbnb portfolio strategy, market entry, entrepreneurship, and team-building at Onera.
52 min
166
MI Rewind: Building a Balanced Portfolio w/ Dan...
Clay chats with Daniel Rasmussen about how interning at Bridgewater Associates impacted him as an investor, the four types of economic environments that ultimately drive asset class returns, which asset class performs very well during an inflationary period, why small-cap value stocks are potentially a great way to diversify your portfolio, why Dan prefers to avoid investing in China, and much more!
41 min
167
MI287: Online Cash Flow to Physical Assets w/ C...
Robert brings back his friend Connor Gross to talk about generating cash flow with online businesses and putting that in physical assets, like real estate.
63 min
168
MI Rewind: Investing for Outsized Performance w...
Clay chats with Jeremy Deal about how Jeremy finds companies that are positioned to thrive in any market environment, how valuation fits into his investment process, how he develops conviction for his holdings given that the future is unknowable, why his fund only invests in a handful of companies, some of the biggest mistakes he has made and how he learned from them, and much more!
53 min
169
MI286: Building an Online Business Empire w/ Ja...
Robert chats with Jacky Chou about the world of online business, including how to start an e-comm business, what products to consider for an e-comm company, the future of niche sites, and much, much more!
39 min
170
MI285: The Art of Tax Optimization w/ Mitchell...
Patrick & Mitchell Baldridge discuss business buying, tax strategies, cash flow, Twitter's career impact, and Baldridge's expertise as a CPA and Financial Planner, all these and more!
52 min
171
MI Rewind: Just Keep Buying w/ Nicholas Maggiulli
Robert chats with Nick Maggiulli about why many people should put more focus on growing their income rather than saving more money to build wealth, how one should go about building additional income streams on the side, how using the 2x spending rule can help you eliminate guilt in making larger purchases, Nick’s thoughts on what to do with money intended to be used as an emergency fund or a home down payment, why dollar-cost averaging is better than trying to time the market, why you should reconsider maxing out your 401k if you’re currently doing so, and much more!
56 min
172
MI284: Investing in (and Building) Online Busin...
Robert chats with Mike Vranjkovic about building and investing in online businesses, including FBA businesses, niche sites, content sites, e-commerce, and more.
44 min
173
MI Rewind: Masterclass on SPACs w/ David Sherman
Clay chats with David Sherman to chat about what SPACs are and how they work, why some companies would prefer to IPO through a SPAC rather than the traditional IPO process, why the incentive structure of the SPAC IPO process is sub-optimal, how pre-merger SPACs offer an interesting risk/return profile, David’s thoughts on the overall current market environment, and much more!
54 min
174
MI283: Simple Ways to Supercharge Your Money & ...
Robert chats with Chris Pedersen & Paul Merriman about how young investors should be thinking about inflation, financial advisors, ETF investing strategies, how to supercharge and simplify your investments, how to start a financial education non-profit, and much more!
64 min
175
REI192: Building an Empire w/ Nick Huber
Patrick interviews Nick Huber, a serial entrepreneur, discussing Twitter for business, leading an interesting life, and co-founding six companies & much more!
43 min