The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
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!Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Episodes
Mentioned books
Jan 9, 2024 • 59min
MI317: Investing WIth Safeguards: Spotting and Correcting Common Mistakes w/ Brian Feroldi
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.
Jan 8, 2024 • 59min
MI316: The Making of a Value Investor w/ Kyle Grieve
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.
Jan 5, 2024 • 42min
MI Rewind: To Be A Successful Investor, You Need A Budget w/ Jesse Mecham
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.
Jan 1, 2024 • 60min
MI315: The Power of Mentorship w/ Chris Powers
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.
Dec 29, 2023 • 53min
MI Rewind: You Don't Have to Go Big w/ Andrew Gazdecki
Andrew Gazdecki, Founder of Microacquire, discusses building a successful business, the differences between bootstrapped and venture-backed companies, changing news coverage for VC-backed companies, and the concept of 'building in public'.
18 snips
Dec 26, 2023 • 1h 12min
MI314: The Art Of Quality Investing w/ Compounding Quality
The podcast discusses the benefits of quality investing, the importance of returns on invested capital as a metric, the success of founder-led businesses, different types of moats a business can have, and the qualities of a successful investor. It also explores the significance of return on invested capital and reinvestment opportunities, discusses Ulta Beauty as a cannibal stock, and analyzes the quality metrics of Evolution Gaming.
Dec 22, 2023 • 59min
MI Rewind: Warren Buffett’s #3 & Charlie Munger’s #1 Business Book of All-Time w/ Robert Cialdini
Dr. Robert Cialdini discusses influence in business, the addictive nature of smartphones, identifying fake online reviews, gift-giving in business, and a disastrous marketing decision by Coca-Cola. They also cover why Amazon offers to pay employees to quit and a question job candidates can ask to increase their chances of success in interviews.
Dec 19, 2023 • 50min
MI313: Small Cap Mastery w/ Rayna Lesser Hannaway
Rayna Lesser Hannaway, business flywheel model expert and small-cap stock investor, discusses her 5-step business flywheel approach to finding great businesses, the strength of businesses with repeatable sales, advantages of investing in small-cap stocks, dealing with valuations, determining when to exit an investment based on business fundamentals, and more.
Dec 18, 2023 • 56min
MI312: Start with Strategy w/ Dave Meyer
Dave Meyer, VP of Data and Analytics at Bigger Pockets, discusses how picking the right strategy is key to real estate investment success. Topics include Dave's journey to financial independence, the early days of Bigger Pockets, and his thoughts on investing in today's market conditions.
Dec 15, 2023 • 49min
MI Rewind: Should YOU Trade Options? with Tom Sosnoff
Tom Sosnoff, a well-known entrepreneur and options trader, discusses options trading, including strategies for beginners, implied volatility, expected returns and risks. He also explores Warren Buffett's options strategy and the concept of improving basis through options trading.
