The Intrinsic Value Podcast - The Investor’s Podcast Network

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

Lauren Keen Aumond achieved financial independence through real estate investment and shares her journey and strategies. Topics include ignoring the Joneses, her real estate portfolio, finding the right strategy, educating herself in real estate and personal finance.

Noah Kagan, entrepreneur, talks about his early struggles, the importance of just getting started, the power of asking for what you want, and learning from first class passengers. He shares insights on launching a successful venture, calculating your freedom number, and the role of minimalism in his success. He discusses the risks of having a day job, his experience in real estate investing, and why entrepreneurship doesn't have to be risky. He also shares his disappointing experience at a Tony Robbins event and tips for creating engaging content on different platforms.

Jason Harris, an expert in persuasion and influence, discusses the importance of personal character and empathy in persuasion, the principles and habits of being a master influencer, the process of becoming a soulful persuader, the power of generosity in building relationships, and the inspiration gained from interviews with successful individuals.

Author Brian Feroldi discusses his book 'Why Does The Stock Market Go Up?' and shares lessons from Charlie Munger. Topics include simplifying investing concepts, tracking industry-specific metrics, identifying moats through gross margins, reducing mistakes on financial statements, improving investing through income statement analysis, and the importance of intelligent buybacks.

Kyle Grieve, value investor and manager of his family portfolio, discusses his journey into value investing, his early mistakes, lessons learned from famous investors, and his writing process. He also talks about the impact of fatherhood and Brazilian Jiu Jitsu on investing and highlights the value of the TIP mastermind community.

Jesse Mecham, Founder of You Need A Budget, discusses the Four-Rule Method of budgeting and its importance in personal finance. He also talks about the flexibility of budgeting, the correlation between budgeting and successful investing, and the concept of aging your money.

Chris Powers, a serial entrepreneur and Chairman of Fort Capital, discusses his journey from purchasing his first rental at 17 to becoming successful. He shares the sacrifices he made, the impact of mentorship and faith, and what he learned from investor Sam Zell. The podcast also explores the power of mentorship and personal growth, early real estate ventures, and the transformative power of seeking guidance from experienced individuals.