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!
176
MI Rewind: Pricing Power & Ferrari Stock w/ Ari...
Clay chats with Arif Karim about the importance of pricing power for a company operating in an inflationary environment, how an investor can determine whether a company has adequate pricing power or not, why CostCo has spectacular pricing power despite their very low margins, the investment case for Ferrari, what an idiosyncratic business is, and much more!
52 min
177
MI282: The Small & Mighty Real Estate Investor ...
Robert brings back his good friend Chad Carson to discuss his new book "The Small & Mighty Real Estate Investor".
68 min
178
MI Rewind: Valuing Netflix Stock w/ Tony Coniaris
Clay chats with Tony Coniaris about Oakmark’s criteria for a quality value investment, what it means to have a bottoms up investment approach, why Netflix qualifies as a value investment, Tony’s thoughts on the recent volatility of Netflix’s stock, how Tony thinks about the value of Netflix, a recent addition to Oakmark’s holdings - Willis Towers Watson, and much more!
38 min
179
MI281: Designing Your Game Plan for Financial S...
Robert and Devon Kennard explores financial success, net worth vs. cash flow, money personality, evolving sports conversations, & more!
57 min
180
REI191: Design Outlaws w/ Marilyn Moedinger
Patrick interviews Marilyn Moedinger, discussing her architecture career, academia, her company Runcible Studios, and much more!
68 min
181
MI Rewind: Bitcoin First and Fidelity Digital A...
Clay chats with Chris Kuiper and Jack Neureuter about why Fidelity chose to offer services for Bitcoin only and none of the other digital assets, why Bitcoin should be considered seperately from all other digital assets from an investment standpoint, why decentralization and network effects are critical aspects of Bitcoin’s value proposition, things happening in the Bitcoin space that make Chris and Jack most excited about its future, and much more!
50 min
182
MI280: Deep Value Investing in 2023 w/ Tobias C...
Robert interviews Tobias Carlisle on global economy, market assessment, value investing, mean reversion trades, deep value strategies, screeners, and more! Tobias Carlisle is the founder of The Acquirer’s Multiple® and Acquirers Funds®.
48 min
183
MI Rewind: Small Business Goes On A Bitcoin Sta...
Clay chats with Kevin McGarvey about what led Kevin and his partner to putting their small business on a Bitcoin Standard, why Kevin believes that this move is a necessity for small businesses to thrive, Kevin’s thoughts on the regulatory landscape for Bitcoin, how Kevin stores the Bitcoin on his company’s balance sheet, the unique way Kevin decided to reward his employees and attract new talent, and much more!
47 min
184
MI279: The Joys of Compounding w/ Gautam Baid
Robert & Gautam Baid discuss investment evolution, Buffett's influence, behavioral edge, simpler businesses, value traps, Indian market & so much more!
53 min
185
REI190: Old Vintage Homes w/ Tyron McDaniel
Patrick chats with Tyron McDaniel about his innovative approach to renovating and developing homes, his views on gentrification, and advice he gives to young people based on his many years of real world experience.
67 min
186
MI Rewind: Bitcoin, Long-Term Debt Cycles, & On...
Clay chats with Dylan LeClair about Ray Dalio’s thesis on the long-term debt cycle and how Bitcoin potentially plays into that, what the Federal Reserve’s playbook is likely to be in the current market environment, why Dylan believes Bitcoin is a better solution for base money than gold, why we haven’t seen more public companies adopting Bitcoin as of late, what Bitcoin on-chain analysis is and why it even matters, Dylan’s thoughts on the potential for a Bitcoin ETF, and much more!
48 min
187
MI278: How to Become a Successful Online Creato...
Robert chats w/ Varun Balsara to discuss the creator economy's size, online careers, leveraging Chat GPT, & much much more!
45 min
188
REI189: The Power of Compounding w/ Aleksey Ch...
Patrick chats with Aleksey Chernobelskiy about his transition from the corporate real estate world to going out on his own as an investor and advisor.
58 min
189
MI Rewind: Peter Lynch & GARP Investing w/ Robe...
Clay chats with Robert Reynolds about who Peter Lynch is and how he invests, the advantages individual retail investors can have over Wall Street, why active investors might be in a good position to outperform passive investors over the coming years, how Robert thinks about portfolio concentration, why Facebook and Google are potentially compelling stock picks, and much more!
49 min
190
MI277: Blue-Collar Cash w/ Ken Rusk
Robert interviews Ken Rusk on the blue-collar crisis, job shortages, misconceptions, and tips for fulfilling careers.
45 min
191
REI188: Wealth Without Cash w/ Pace Morby
Patrick chats with Pace Morby to discuss his new book, "Wealth Without Cash", how to overcome common seller objections and create win-win scenarios, and much more.
59 min
192
MI Rewind: Studying Superinvestors, Investing C...
Clay chats with Tom Botica about what investors should keep in mind during a market correction, what it means to invest with a margin of safety, why investing checklists can be useful for value investors, the case for individual stock pickers outperforming the market indices, what Seritage Growth Properties does and why it’s potentially a compelling investment, why Seritage is trading at what appears to be well below it’s liquidation value, and much more!
48 min
193
MI276: Finding 100 Bagger Stocks w/ Chris Mayer
Robert and Chris Mayer discuss finding 100-bagger stocks, including key factors, strategies, metrics, valuation, & management teams.
39 min
194
REI187: Building a Family Legacy w/ William Rojas
Patrick chats with William Rojas about what he learned on and off the football field at USC, how he transitioned from his W-2 position to launch his company, TRG Investments, and more!
66 min
195
MI Rewind: Developing Irrational Self-Belief an...
Clay chats with Evan Carmichael about what led him to starting his YouTube channel which now has over 3.3 million subscribers, what Evan’s life mission is, the most common themes Evan has found in the successful people he has studied, what his typical day looks like as an entrepreneur, how he thinks about investing as a business owner and operator, and much more!
46 min
196
MI275: Thiel Fellowship & Startup Investing w/...
Robert chats with Michael Gibson about the Thiel Fellowship, what it is and how it came to be, some of the most successful companies to come out of it, his firm 1517, startup investing, Luminar, and more!
53 min
197
REI186: The Power of Zigging While Others Zag w...
Patrick sits down with sports agent turned real estate investor, The Duke of Dirt about what he learned growing up as the son of a highly successful football coach, the commonalities of successful real estate investors, and more!
57 min
198
MI Rewind: Building a Business from Scratch & B...
Clay chats with Jesse Mecham about what led him to start his business in 2004 while he was still in college, when Jesse knew if was time to quit his full-time accounting career to go all in on his business, what is and what is not a budget, whether budgets are for everyone or not, why it’s important to look at an investor’s overall financial situation when assessing their strategy, and much more!
43 min
199
MI274: Investing in Emerging Markets w/ Perth T...
Robert & Perth Tolle explore Freedom metrics' impact on emerging market returns, the trends & challenges shaping these markets in the near future, & more!
41 min
200
REI185: 90 Days to Your First Investment w/Ashl...
Patrick chats with Ashley Kehr about her new book, “Real Estate Rookie: 90 Days to Your First Investment.”
78 min