
The Intrinsic Value Podcast - 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
Latest episodes

Aug 29, 2023 • 1h 16min
MI289: Hacking Your Life, Money & Travel w/ Chris Hutchins
Chris Hutchins, an expert in life hacking, financial optimization, and podcasting, joins the podcast. They discuss building and selling companies to Google and Wealthfront, life hacking, optimizing credit card rewards, and personal finance tools.

Aug 28, 2023 • 55min
MI288: Experiencing Unique Stays w/ Ben Wolff
Ben Wolff, Co-founder of a $65 million fund in experiential hospitality real estate, discusses his strategy of building a diverse 'unique stays' portfolio. He talks about his experience in the Airbnb/STR market, handling the pandemic fallout, finding land for development, raising money, and building a direct booking engine. Ben shares his thoughts on career decisions, influential books/people, and team building. He also gives insights into his new project in Texas and shares what an average day looks like for him.

Aug 25, 2023 • 44min
MI Rewind: Building a Balanced Portfolio w/ Daniel Rasmussen
Former Bridgewater Associates intern, Daniel Rasmussen, discusses the impact of his internship, building a balanced portfolio, and more. Topics include asset class performance during inflation, the potential of small-cap value stocks, diversifying into international stocks, and why to avoid investing in China.

Aug 22, 2023 • 1h 6min
MI287: Online Cash Flow to Physical Assets w/ Connor Gross
Entrepreneur Connor Gross shares strategies for generating cash flow with online businesses and investing in physical assets like real estate. Topics include the current state of self-storage deals, the importance of unlevered yield on cost, the impact of interest rates on real estate portfolios, the e-comm business model, starting an e-comm business, and getting the first customers. They also discuss strategies for buying and improving self-storage facilities, understanding e-commerce as a business model, entering a market with little competition, and the power of compound efforts.

Aug 18, 2023 • 56min
MI Rewind: Investing for Outsized Performance w/ Jeremy Deal
Jeremy Deal, founder and portfolio manager at JDP Capital Management, discusses finding companies that thrive in any market, valuation in investments, developing conviction for holdings, holding a handful of companies, and learning from mistakes.

Aug 15, 2023 • 43min
MI286: Building an Online Business Empire w/ Jacky Chou
Jacky Chou, expert in building an online business empire, discusses starting an e-comm business, product selection strategies, upcoming trends in niche websites, best online business models, and whether content sites are dead or not.

Aug 14, 2023 • 56min
MI285: The Art of Tax Optimization w/ Mitchell Baldridge
Patrick Donley (@JPatrickDonley) sits down with Mitchell Baldridge to chat about his thesis of buying a business, buying real estate, employing tax strategies, enjoying the cash flow, and paying little to nothing in taxes. You’ll also learn in more detail about the tax benefits of owning a small business, why a cost segregation study makes sense, what it has been like launching several new companies, and how Twitter has accelerated his career by decades.Mitchell Baldridge is a Certified Public Accountant and Certified Financial Planner with vast experience in corporate accounting, business advisory, and financial planning. His passion is building lifelong relationships with business owners to help them thrive. He founded Baldridge Financial in 2014 to realize his dream of helping business owners achieve their financial goals.He’s also involved in several other businesses including Better Bookkeeping, RE Cost Seg, and Tax Credit Hunter. IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro02:40 - What Mitchell’s thesis is for wealth and tax optimization.04:48 - What a Real Estate Professional is.06:39 - What the tax benefits of owning a small business are.09:50 - What the different retirement plans are that solopreneurs can take advantage of.12:40 - What is qualified business income?14:55 - Why it is important to stay current on the tax codes.15:36 - What are the benefits of cost segregation?29:30 - How Mitchell teamed up with Nick Huber and what their competitive advantages are.32:06 - How Mitchell got Better Bookkeeping started.44:02 - Why the distribution Twitter provides has been so critical to his success.49:42 - What lessons he learned from Sam Zell.51:41 - What are the two questions he asks before pursuing an opportunity?59:01 - How he would spend $1000 if he was starting a new business.*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.
The Everything Guide to House Hacking by Robert Leonard.
Smart Friends podcast.
Related Episode: Listen to REI173: The Power of Cost Segregation w/ Yonah Weiss or watch the video here.
The Goal by Eliyahu Goldratt.
The Power Broker by Robert Caro.
Kevin Kelly’s 1000 True Fans.
The General Ledger newsletter.
The Almanack of Naval Ravikant by Eric Jorgenson.
Unreasonable Hospitality by Will Guidara.
Shoe Dog by Phil Knight.
Scaling Up Compensation by Verne Harnish.
Who Is Michael Ovitz? by Michael Ovitz.
Confessions of an Advertising Man by David Ogilvy.
Better Bookkeeping.
Cost Segregation - https://recostseg.com.
NEW TO THE SHOW?
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:
TurboTax
Public
Airbnb
Connect with Patrick: Twitter Connect with Mitchell: Twitter | WebsiteSupport 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

Aug 11, 2023 • 59min
MI Rewind: Just Keep Buying w/ Nicholas Maggiulli
Nick Maggiulli, COO and Data Scientist at Ritholtz Wealth Management, discusses growing income to build wealth, building additional income streams, eliminating guilt in making larger purchases, dollar-cost averaging, and reconsidering maxing out 401k contributions.

Aug 8, 2023 • 47min
MI284: Investing in (and Building) Online Businesses w/ Mike Vranjkovic
Mike Vranjkovic, Founding Partner and Managing Director of Empire Flippers Capital, talks with Robert Leonard about investing in and building online businesses. They cover various online business models, including FBA businesses and niche sites, as well as the impact of AI. They also discuss the valuation and sale process of online businesses and how to invest in them.

Aug 4, 2023 • 57min
MI Rewind: Masterclass on SPACs w/ David Sherman
David Sherman talks all about SPACs (special purpose acquisition company), why some companies would prefer to IPO through a SPAC, and much more!IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro01:42 - What SPACs are and how they work.09:16 - Why some companies would prefer to IPO through a SPAC rather than the traditional IPO process.15:27 - Why the incentive structure of the SPAC IPO process is sub-optimal.31:09 - How pre-merger SPACs offer an interest risk/return profile.53:21 - David’s thoughts on the overall current market environment.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.
Check out CrossingBridge Advisors.
CrossingBridge’s SPAC Videos & Pre-Merger SPAC ETF.
SPACinformer.com.
Related episode: Listen to MI086: SPACs And Electric Vehicles w/ Peter Cuneo And Avinash Rugoobur, or watch the video.
Related episode: Listen to TIP381: High Yield Masterclass w/ David Sherman, or watch the video.
NEW TO THE SHOW?
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:
Airbnb
Connect with David: Website | LinkedIn Connect with Clay: TwitterHELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 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.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