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
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
177
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
178
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
179
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
180
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
181
MI289: Hacking Your Life, Money & Travel w/ Chr...
Robert chats with his friend Chris Hutchins all about hacking your life and finances.
73 min
182
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
183
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
184
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
185
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
186
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
187
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
188
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
189
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
190
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
191
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
192
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
193
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
194
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
195
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
196
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
197
REI191: Design Outlaws w/ Marilyn Moedinger
Patrick interviews Marilyn Moedinger, discussing her architecture career, academia, her company Runcible Studios, and much more!
68 min
198
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
199
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
200
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