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
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.
5 snips
Nov 7, 2023 • 54min
MI304: Evolving The Value Investing Mold w/ Adam Seessel
Adam Seessel, an expert in value investing, discusses the importance of R&D spend, buying quality businesses over cheap ones, and the significance of studying network effects in the digital age. He also introduces his BMP method and applies it to Texas Instruments. The podcast explores the evolving value investing mold, embracing tech for value creation, and questioning the strict adherence to Benjamin Graham's principles.
Nov 6, 2023 • 1h 4min
MI303: The Real Estate Playbook w/ Cliff Avril
Former NFL pro-bowler and Super Bowl winner, Cliff Avril, discusses his transition to real estate investing, tax saving strategies, investment in a professional pickleball team, and philanthropy through the Cliff Avril Family Foundation. He shares insights from his football career, how he got started in real estate, and the lessons he learned. Avril also talks about his luxury spec homes strategy, exploring different real estate markets, and involving children in mentoring activities.
Nov 3, 2023 • 58min
MI Rewind: How to Beat Inflation w/ Joe Brown
In this episode, Clay Finck chats with Joe Brown, an expert on inflation and its impact on the economy. They discuss topics such as what inflation is and why it exists, how investors can protect themselves against inflation, winners and losers in an inflationary system, whether stocks are a good inflation hedge, and the unintended consequences of price controls in the economy.
Oct 31, 2023 • 40min
MI302: Roaming The Warren Buffett Landscape w/ Mary Buffett and Sean Seah
Mary Buffett and Sean Seah discuss Warren Buffett's aversion to financial leverage, his use of float, and his love for monopolies. They also explore simple ways to find new investing ideas, Warren's thought process on holding Coca-Cola when it was overpriced, strategies for developing patience and discipline, and the power of meditation for investing.
Oct 27, 2023 • 46min
MI Rewind: Take Control of Your Financial Future w/ Brennan Schlagbaum
Brennan Schlagbaum, a certified public accountant and investment coach, discusses the importance of financial education, paying off debt, investing in a brokerage account, and the benefits of budgeting. He also highlights the flaws in our financial education system and the future of low-cost resources. Common mistakes made by new investors are also discussed.
4 snips
Oct 24, 2023 • 55min
MI301: Deep Value: Timeless Strategies, New Insights w/ Bill Nygren and Robert Bierig
"The Investor’s Podcast Network" welcomes Bill Nygren and Robert Bierig. They discuss Harris Associates' value-based investing strategy, their unique consensus-building process, an exciting underpriced business they've added, undervalued industries, and the importance of regular stock reevaluation. Listen in for timeless strategies and new insights!
Oct 23, 2023 • 1h 9min
MI300: Niche Down to Scale Up w/ Peter Lohmann
Peter Lohmann, CEO & principal of a real estate and property management business, talks about how he got his start in real estate, scaled up his business, and allocated time for maximum ROI. He discusses niching down to scale up, the principal/agent problem in real estate, and the importance of visionary and integrator roles. The podcast also covers topics like finding great tenants, aligning incentives, traction, Airbnb, Masterclass, Shopify, and the practice of writing threads on Twitter.
7 snips
Oct 20, 2023 • 49min
MI Rewind: Cash Uncomplicated: Wealth Building Mindset w/ Aaron Nannini
Aaron Nannini, personal finance expert, discusses the importance of mindset and behavior in money management. Topics include value-based spending, avoiding lifestyle creep, breaking the paycheck-to-paycheck cycle, good debt versus bad debt, and the shocking costs of cars. The podcast also covers silent killers in personal finance and tips for managing money with a partner.
