The Intrinsic Value Podcast - The Investor’s Podcast Network

Chris Kawaja, a Stanford and Harvard graduate, talks about investing your emergency fund using The Ultimate Liquidity Portfolio strategy. He explains how money in high-yield savings accounts lose value over time and discusses three major finance trends that have altered the investing landscape. Chris also explores the necessity of having a mix of stocks and bonds in your portfolio to create wealth. He emphasizes the different 'jobs' money has in one's life and provides insights into optimizing an investment portfolio for better returns.

Braden Dennis, an entrepreneur with a background in engineering and stock investing, talks about the importance of quality investments, training AI to overcome mathematical limitations, the future of AI in finance, concentrating investments, and why Costco is an incredible business.

Former BlackRock portfolio manager turned digital entrepreneur, Dickie Bush, shares insights on his success in various fields including sports, finance, writing, and content creation. He discusses the value of video games as learning tools and his transition from blogging to Twitter. He reveals strategies for gaining followers and creating engaging content. The concept of fear setting and memory dividends is explored, along with the idea of investing in experiences. He also emphasizes the benefits of joining a writing group to establish consistent writing habits.

Former wealth manager Jose Hernandez and financial social media influencer Alan Angeloni discuss their journey into entrepreneurship, building a successful financial education platform, and escaping Wall Street. They share insights on finding potential business partners, building a large social media following, turning a following into a business, dealing with imposter syndrome, and navigating negative feedback as content creators.

Financial planner Rachael Camp discusses how to create a work optional life. She shares her first steps with clients, managing her own finances, and the biggest mistakes people make. They also explore the rent vs. buying debate, the influence of the FIRE movement, and the benefits of index fund investing. Camp reflects on her upbringing, finding passion in finance, and the process of financial planning. They discuss the psychology of money, using Twitter to grow your career, and the importance of rest and sustainability.

Entrepreneur Sieva Kozinsky shares his entrepreneurial journey, the importance of partnering with the right people, and the inspiration he drew from Berkshire Hathaway. Topics also include the impact of his family's sacrifice, lessons learned from Warren Buffett and Rick Guerin, and the unlimited opportunities in the lower middle market.

Eric Jorgenson, writer of a book about Naval Ravikant, discusses the importance of leverage, Naval's framework on wealth, the role of equity in financial freedom, why the 40-hour work week is outdated, and the link between fitness and success.

Experienced investor and author, Stephen Clapham, shares valuable insights on detecting frauds, finding interesting ideas in different geographies, leveraging friends as an investing filter, utilizing stock charts, evaluating management red flags, heavy emphasis on back-of-the-envelope evaluations, pitfalls of ESG investing, and the best ways to build investing skills.

Patrick Donley sits down with John Wilson to learn about the world of home service holding companies. You’ll learn about how he bounced back from consumer loan and medical debt largely through hard work and self-education, why he decided to form a holding company, what his first acquisitions were, the importance of picking the right partner, and so much more!John Wilson is a 3rd generation home service entrepreneur and CEO of The Wilson Companies. He is also host of the podcast Owned and Operated where he dives deep into the world of home service entrepreneurship. He is on a quest to build a $100 million dollar home service holding company.IN THIS EPISODE, YOU’LL LEARN00:00 - Intro.02:03 - Why self-reliance and independence drove his desire for his own company.08:12 - What John learned from being a 3rd generation entrepreneur.08:37 - How his dad used his plumbing/HVAC company to buy real estate.12:49 - How the transition from the 2nd generation to the 3rd generation went.22:40 - What his first acquisition for the hold co. was.29:08 - The importance of picking the right partner.34:33 - The benefits of buying a franchise.34:49 - The importance of being radically focused.41:48 - Why the whole game is getting the right people on the bus in the right seats.47:32 - How his buy box has changed over the years.53:00 - Why he launched a podcast and much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended Book: Traction by Gino Wickman. Recommended Book: Rich Dad Poor Dad by Robert Kiyosaki. Recommended Book: The Everything Guide to House Hacking by Robert Leonard. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORSSupport our free podcast by supporting our sponsors: ⁠CFI Education⁠ ⁠Airbnb⁠ Connect with Patrick: TwitterConnect with John: Website | Twitter   Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoicesSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Robert Leonard brings back Simon Erickson to review the growth investing strategy and how investors can start with this strategy. Robert and Simon discuss how to find the right investments, portfolio allocation, what are the biggest deal breakers after analyzing these companies, when to sell stocks, and more!IN THIS EPISODE, YOU’LL LEARN00:00 - Intro02:40 - What does it mean to buy companies not tickers? 05:58 - What are the first steps when looking for potential investments? 11:12 - Portfolio allocation for new and young investors, should they go all-in on a position when they’re young?18:57 - When entering investments, is it better buying straight to allocation percentage or buying in chunks? 39:17 - When is the right time to sell stocks?40:35 - How does economic outlooks impact investing?42:04 - How are today’s market conditions different from those present during the 2000 and 2001 markets?43:40 - Simon’s recommended books on growth investing.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Related episode - MI040: COVID19 and Growth Investing with Simon Erickson | YouTube video. Recommended Book: The Innovator's Dilemma by Clayton Christensen. Recommended Book: The Little Book of Common Sense Investing by John Bogle. Recommended Book: The Power of Passive Investing by Rick Ferri. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORSSupport our free podcast by supporting our sponsors: Found Toyota Fundrise Facet NetSuite Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoicesSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm