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
56 snips
Dec 5, 2023 • 56min
MI310: A Serial Acquirers Deep Dive w/ Chris Mayer
Chris Mayer, an expert in serial acquirers, discusses the qualities that make them compelling investments. Topics include valuation, decentralization, leverage in mergers, scaling serial acquirers, and traits of successful acquirers. He also shares his favorite debt ratios and the importance of aligning incentives between companies. A fascinating exploration of the world of serial acquirers.
Dec 4, 2023 • 55min
MI309: Liquid Assets: Investing in Fine Wine w/ Nick King
Nick King, CEO of Vint, talks about investing in fine wine. They discuss finding mispriced wine assets, wine as an arbitrage opportunity, and entrepreneurial success. They also cover Nick's background in value-based stock funds and how it influenced Vint's creation.
Nov 30, 2023 • 1h 2min
MI Rewind: Deep Dive into Stock Exchanges and Nasdaq w/ Kevin Kennedy
Robert Leonard talks with Kevin Kennedy about the impact of technology, fiscal and monetary policy, options trading, exchanges, cryptocurrency, and the rise of retail investors on the growth of the stock market. They discuss the evolution of stock markets, NASDAQ exchanges, market makers, and the future of capital markets. Kevin shares lessons learned as a trader and gives advice for young investors.
Nov 28, 2023 • 1h 7min
MI308: The Options Advantage For Value Investors w/ Matthew Peterson
Matthew Peterson, a fund manager in the investment industry, discusses the powerful effects of using post mortems, the benefits of a concentrated portfolio, how to own shares at below-market prices with options, insights into his structured dividend capture system, updates on a recently exited business, and more.
Nov 24, 2023 • 1h 9min
MI Rewind: Warren Buffett, Charlie Munger, and Berkshire Hathaway w/ Adam Mead
Robert Leonard chats with Adam Mead, CEO of Mead Capital Management, about Warren Buffett, Charlie Munger, and Berkshire Hathaway. Topics include their influence on each other's investing approach, the impact of Benjamin Graham, the relevance of value investing today, misconceptions about Berkshire Hathaway, and the future of the company after Buffett and Munger.
Nov 21, 2023 • 1h 4min
MI307: Unpacking The Money Mind w/ Robert Hagstrom
Investment expert and author, Robert Hagstrom, discusses the benefits of reading fiction for investing, best mental models he learned from Bill Miller, understanding complex adaptive systems, using the DCF model according to Buffett and Munger, strategies for using multiple mental models, and interesting data points on concentrated portfolios.
Nov 20, 2023 • 51min
MI306: Almanacks and Anthologies w/ Eric Jorgenson
Eric Jorgenson, author of The Almanack of Naval Ravikant and the Anthology of Balaji, discusses key learnings from writing the Almanack, building the future according to Balaji, Balaji's bitcoin bet, and Eric's new role at Scribe media.
7 snips
Nov 17, 2023 • 1h 13min
MI Rewind: Infinite Banking with Chris Naugle
Robert Leonard and Chris Naugle discuss the concept of “infinite banking.” They cover what it is, how to use it to get out of debt, who uses it successfully, and how to use it to build wealth. They also touch on the difference between whole life insurance and mutually owned whole life insurance, using life insurance to buy cars, and building wealth with insurance companies.
Nov 14, 2023 • 56min
MI305: Exploring the DNA of Quality Businesses w/ Lawrence Cunningham
Lawrence Cunningham discusses Warren Buffett’s focus on value, long-term perspective, importance of self-reflection, capital efficiency metrics, and identifying under the radar businesses. They explore the role of quality shareholders and the exceptional nature of certain businesses. They also discuss the importance of learning from mistakes, using NetSuite for business operations, and the significance of self-reflection in investment decision-making. Additionally, they touch on Berkshire Hathaway’s dividend history, Warren Buffett’s acquisitions through personal connections, and finding a balance between autonomy and oversight in business.
Nov 10, 2023 • 34min
MI Rewind: Contrarian Thinking w/ Codie Sanchez
Codie Sanchez, a reformed journalist turned institutional investor, talks about her contrarian thinking, the drawbacks of rental properties, and strategies to generate cash flow with limited funds. They also discuss whether money can buy happiness and the importance of aligning values with goals. Furthermore, they explore the risk and potential of investing in Airbnb properties and boring businesses like laundromats.
