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!
201
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
202
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
203
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
204
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
205
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
206
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
207
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
208
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
209
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
210
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
211
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
212
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
213
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
214
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
215
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
216
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
217
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
218
MI Rewind: Short Selling and Uncovering Corpora...
Clay chats with Edwin Dorsey about what short selling is, why short selling is a necessary part of a well functioning free market, what to be mindful of when shorting a company, the biggest red flags he looks for in performing his research, what Edwin uncovered when researching Roblox, AgEagle Aerial, and Embark Technology, why Edwin is bullish on Twitter, and much more!
47 min
219
MI273: The Incredible Story of PayPal w/ Jimmy ...
Rebecca interviews Jimmy Soni about his book "The Founders," which delves into the story of Paypal and the influential entrepreneurs who helped shape Silicon Valley. The original Paypal team is famously referred to as the "Paypal mafia".
49 min
220
REI184: Beauty in Broken Things w/ John Marsh
Patrick chats with John Marsh about his incredible journey of transformation both of himself and of his community of Opelika, Alabama, and how he went on to renovate 300 properties and be part of starting 60 businesses.
70 min
221
MI Rewind: Investing in the Metaverse and Techn...
Clay chats with Beth Kindig about how she approaches investing in the metaverse, how large the metaverse market could become over the coming years, the companies and technology trends that Beth and her team at the I/O fund are most excited about, some key lessons to keep in mind when investing in growth companies, what Beth looks for in trends and companies to invest in, how to think about the role of the Federal Reserve as a tech investor, why Beth is very bullish on Bitcoin, and much more!
53 min
222
MI272: The Crisis Isn’t Over: The Case for Defl...
Rebecca chats with Jeff Snider about the global economy and markets, including the highly inverted 3m10yr yield curve and its implications for future market expectations & more!
47 min
223
REI183: Underpromise and Overdeliver w/ Mariss...
Patrick chats with Marissa Solis about her incredible real estate career and what it was like growing up in a family of successful entrepreneurs in Mexico.
60 min
224
MI Rewind: Good Money Revolution w/ Derrick Kinney
Clay chats with Derrick Kinney about what led Derrick to selling his financial planning business to start Good Money Framework, the underutilized tool that Derrick found that businesses can use to drastically differentiate themselves from their competitors, why he believes that money is not bad and good people should have more of it, the actionable methods anyone can use to start increasing their income, and much more!
53 min
225
MI271: The Long Term Debt Cycle & De-Dollarizat...
Rebecca and Alfonso Peccatiello discuss the current market outlook, including the driving force behind the market rally, its sustainability, Alfonso’s prediction of a 0% rate cut by the Fed in 2024, and a whole lot more!
51 min