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
176
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
177
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
178
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
179
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
180
MI Rewind: Infinite Banking with Chris Naugle
Robert Leonard and Chris Naugle talks through the concept of “infinite banking” in-depth.
70 min
181
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
182
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
183
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
184
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
185
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
186
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
187
MI Rewind: Take Control of Your Financial Futur...
Robert Leonard chats with Brennan Schlagbaum to talk about the state of financial education and how to take control of your financial future.
43 min
188
MI301: Deep Value: Timeless Strategies, New Ins...
Kyle chats with Bill Nygren and Robert Bierig about the formation of Harris Associates, their value-based investing strategy, the importance of re-evaluating your stocks regularly when information changes, and a whole lot more!
51 min
189
MI300: Niche Down to Scale Up w/ Peter Lohmann
Patrick sits down with Peter Lohmann to talk about how he got his start in real estate and property management.
65 min
190
MI Rewind: Cash Uncomplicated: Wealth Building ...
Robert chats with Aaron Nannini about ways to wisely manage your money and the importance of having a proper mindset for wealth-building.
46 min
191
MI299: Index Investing Simplified w/ Nicole Lapin
Kyle chats with Nicole Lapin about Nicole’s background in finance and how she got to where she is today on her own, why finances seem daunting to some people and what we can do about it,
39 min
192
MI Rewind: The Business of Sports w/ Dan Soviero
Robert Leonard talks with Dan Soviero about how he decided to drop out of college and become an entrepreneur, how he formed a relationship with the National Lacrosse League (NLL) and other sport leagues and built his own sports business, and much, much more!
42 min
193
MI298: Warren Buffett: An Entrepreneurial Maste...
Kyle Grieve chats with Todd Finkle about Todd’s background and personal relationship with the Buffett family, and much more!
51 min
194
MI297: The Wedding Venue Blueprint w/ Alex Nelson
Patrick sits down with The Wedding Venue Guy, Alex Nelson, to talk about how he got started in the wedding venue business and much more!
55 min
195
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
196
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
197
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
198
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
199
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
200
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