
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

Jun 12, 2023 • 1h 9min
REI187: Building a Family Legacy w/ William Rojas
Patrick Donley chats with William Rojas, who co-founded and is the Managing Partner of TRG Investments. They talk about what he learned on and off the football field at USC, he also shares his thoughts on why he took advantage of extra-curriculars at USC to prepare for a real estate career and much more!IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro02:47 - What playing football for USC was like for William and what he learned.06:19 - How he took advantage of extra-curriculars at USC to prepare for a real estate career.06:19 - What he learned working on job sites with his grandfather and father.18:32 - What he learned from working in the CRE world.18:48 - His top tips on entering the world of CRE.27:28 - How today’s environment compares to the 2008 GFC.29:15 - What you need to have in place to prepare for a downturn.41:38 - How he transitioned to running his own company.41:21 - What his first real estate investment looked like and how he added value to it.41:31 - How he transitioned away from his W-2 job during the pandemic.46:05 - How to be aware of the dangers of comparison.46:32 - The pros and cons of working with family.49:38 - What his current projects look like.01:09:06 - How having in-house construction provides his competitive edge.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.
It All Adds Up by Devon Kennard.
Powerhouse Principles by Jorge Perez.
How I Built This podcast.
Capital Allocators podcast.
Related Episode: Listen to REI152: NFL’er Has Time For Real Estate, So Do You w/ Devon Kennard, or watch the video.
Related Episode: Listen to REI176: Lessons from a Serial Entrepreneur w/ Levi Benkert, or watch the video.
Related Episode: Listen to REI184: Beauty in Broken Things w/ John Marsh, or watch the video.
Related Episode: Listen to REI163: The Insider’s Edge to Real Estate w/ James Nelson, 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:
TurboTax
Airbnb
Public
Bluehost
Connect with Patrick (@jpatrickdonley): TwitterConnect with William Rojas: Website | TwitterSupport 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

Jun 9, 2023 • 49min
MI Rewind: Developing Irrational Self-Belief and Top Tips for Success w/ Evan Carmichael
Evan Carmichael is most well known for his massive YouTube channel, which today has over 3.3 million subscribers. He posts videos highlighting the top tips for success from the best of the best, including Elon Musk, Warren Buffett, Kanye West, and a ton of other individuals. In this episode, Evan shares his top tips for success and approaches to investing as en entrepreneur.IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro03:28 - What led Evan to star his YouTube channel, which now has 3.3 million subscribers?08:24 - What Evan’s life mission is, and why it matters.12:24 - The most common themes Evan has found in the successful people he has studied.27:13 - How Evan approaches investing as a business owner and operator.50:34 - How Evan is planning for the future of his business.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.
Evan’s book, Built to Serve.
Check out Evan’s YouTube Channel.
Evan’s Top 10 Rules for Success.
Evan’s book, Your One Word.
Related Episode: Listen to MI012: Building Your Life Resume w/ Jesse Itzler, 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:
CFI Education
Airbnb
Connect with Evan: Website | YouTube | Instagram 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.fm Learn more about your ad choices. Visit megaphone.fm/adchoicesSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Jun 6, 2023 • 57min
MI275: Thiel Fellowship & Startup Investing w/ Michael Gibson
Michael Gibson, founder of 1517 and one of the minds behind the Thiel Fellowship, discusses successful companies from the fellowship, his venture fund 1517, flaws with education system, investments like Luminar, and future of autonomous driving.

Jun 5, 2023 • 1h 1min
REI186: The Power of Zigging While Others Zag w/ The Duke of Dirt
Patrick Donley sits down with sports agent turned real estate investor, The Duke of Dirt. You’ll learn what the Duke learned growing up with a Super Bowl-winning football father, how he took control of his own learning, his thoughts on getting an MBA, the dangers of following conventional wisdom, and what his current plan is as he moves away from the W-2 world into real estate entrepreneurship.IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro03:35 - What The Duke learned growing up as the son of a highly successful football coach.04:54 - What he learned from Nick Saban and Chip Kelly.14:30 - What it was like working as a sports agent representing football coaches.15:36 - How he transitioned to real estate while getting his MBA.15:36 - His thoughts on higher education.20:38 - How he took control of his own learning and the sources he turned to.29:46 - The dangers of following conventional wisdom.30:03 - How to navigate going out on your own.32:01 - His current real estate strategy he’s implementing.41:58 - His experience with Twitter and writing high-quality threads.51:42 - The commonalities of successful real estate investors.52:39 - How anyone can benefit from writing regularly.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.
The Obstacle is the Way by Ryan Holiday.
Mose Kagan’s blog.
Am I Being Too Subtle by Sam Zell.
What it Takes by Stephen Schwarzman.
Risk Game by Francis Greenburger.
Endurance by Alfred Lansing.
Related Episode: Listen to REI180: The Intersection of Education and Real Estate w/ Kevin Clark, or watch the video.
Related Episode: Listen to REI182: Escaping His 9 to 5 w/ Raleigh Williams, or watch the video.
Related Episode: Listen to REI179: Resilience and Triumph w/ AJ Osbourne, 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:
Range Rover
Airbnb
NetSuite
Public
Connect with Patrick (@jpatrickdonley): TwitterConnect with The Duke of Dirt: Website | TwitterSupport 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

Jun 2, 2023 • 46min
MI Rewind: Building a Business from Scratch & Budgeting Insights w/ Jesse Mecham
Clay Finck chats with Jesse Mecham all about budget, whether budgets are for everyone or not, looking at an investor’s overall financial situation when assessing their strategy, and much more!Jesse is the founder of You Need A Budget or YNAB, and is also a personal finance expert and business leader. He is deeply passionate about teaching individuals, families, and business owners YNAB’s four rules to help them gain total control of their money, which Jesse will be covering for us a little bit later.IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro02:34 - What led Jesse to start his business in 2004 while he was still in college?06:13 - The story on when Jesse knew it was time to quit his full-time accounting career to go all in on his business.14:59 - What is, and what is not a budget?27:34 - YNAB’s four money rules.43:39 - What Jesse’s personal portfolio looks like.46:33 - What some of Jesse’s favorite books are.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 You Need a Budget.
Check out YNAB’s YouTube channel.
Books mentioned in the episode: Traction, High Output Management, The Hard Thing about Hard Things, Your Money or Your Life, The Richest Man in Babylon, Antifragile, & Four Thousand Weeks.
Related Episode: Listen to MI080: To Be A Successful Investor, You Need A Budget w/ Jesse Mecham, 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:
CFI Education
Airbnb
Connect with Jesse: Website | Twitter | Instagram Connect with Clay: TwitterSupport 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

May 30, 2023 • 44min
MI274: Investing in Emerging Markets w/ Perth Tolle
Robert Leonard chats with Perth Tolle. In this episode, they discuss the relationship between Freedom metrics and returns for emerging markets, the four main autocratic risk factors impacting investments in countries under authoritarian rule, and more! Perth Tolle is the founder of Life + Liberty Indexes and creator of the Freedom 100 EM Index (FRDM index). Prior to forming Life + Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments in Los Angeles and Houston. Prior to Fidelity, Perth lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets. Perth is a frequent speaker at investment industry events and provides commentary for various financial media including Barron’s, Bloomberg, Cheddar, CNBC, CNN, Fox Business, Institutional Investor, MarketWatch, Morningstar, and the Wall Street Journal. Perth was named one of the Ten to Watch in 2020 by Wealth Management Magazine and one of the 100 People Transforming Business by Business Insider in 2021.IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro.03:16 - The relationship between Freedom metrics and returns for emerging markets. 09:34 - The four main elements of autocracy risk for investors in countries under authoritarian rule. 28:26 - What characteristics investors should look for in emerging markets? 35:08 - What Perth’s due diligence process looks like for investments? 41:52 - The biggest trends shaping emerging markets over the coming years.43:48 - The biggest challenges facing emerging markets. *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: Life + Liberty Indexes and FRDM index.
Related Episode: Listen to MI260: Top Stock Picks 2023 w/ Logan Kane. 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 Robert: TwitterEmail: robert@theinvestorspodcast.comConnect with Perth: Website | LinkedIn 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

May 29, 2023 • 1h 22min
REI185: 90 Days to Your First Investment w/Ashley Kehr
Patrick Donley sits down with Ashley Kehr to chat about her new book, “Real Estate Rookie: 90 Days to Your First Investment.” They discuss how her life has changed since becoming the host of the BiggerPockets Rookie podcast and becoming a published author, how to select the right strategy for your investment goals, how to structure your real estate business, how to finance your first deals, and so much more!IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro02:26 - How Ashley’s life has changed since becoming a podcast host and published author.02:26 - Why she’s inspired by rookie real estate investors.05:52 - What her writing process for the book was like.11:46 - How to select the right strategy for you.11:46 - Why you should build wealth and cash flow before pursuing passion projects.15:13 - The importance of SMART goals and figuring out your “why?”.17:51 - The importance of time blocking.17:51 - How to find an accountability partner.19:50 - Why house hacking is one of the best strategies to get started in real estate.21:33 - How to structure your real estate business.24:59 - What productivity tools she recommends.33:25 - What new investors can offer to experienced partners.46:40 - How to finance your first deals.53:12 - How to do market research and source deals.01:03:57 - What are the metrics to look at to determine whether or not to make an offer?01:14:55 - How to make offers that are likely to be accepted.01:23:03 - How to keep your motivation and momentum up.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.
Real Estate Rookie: 90 Days to Your First Investment by Ashley Kehr.
Real Estate Rookie podcast.
Getting Things Done by David Allen.
The Money Makeover by Dave Ramsey.
Wealth Without Cash by Pace Morby.
Bigger Pockets.
Hug Your Haters by Jay Baer.
Related Episode: Listen to REI169: The Rise of a Real Estate Entrepreneur w/ Donovan Adesoro, 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:
CFI Education
Airbnb
Connect with Patrick (@jpatrickdonley): TwitterConnect with Ashley: Website | InstagramSupport 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

May 26, 2023 • 50min
MI Rewind: Short Selling and Uncovering Corporate Misconduct w/ Edwin Dorsey
Clay Finck chats with Edwin Dorsey all about short selling, why short selling is a necessary part of a well functioning free market, what to be mindful of when shorting a company, and much more!IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro06:26 - What short selling is and why Edwin puts most of his focus on exposing bad companies.12:52 - The biggest red flags Edwin looks for in performing his research.14:08 - What to be mindful of when shorting a company.19:38 - The many resources Edwin uses in performing his stock analysis.21:41 - What Edwin uncovered in researching Roblox, AgEagle Aerial, and Embark Technology.44:21 - Why Edwin is bullish on Twitter’s stock.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: Listen to MI139: How to Beat Inflation w/ Joe Brown, 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:
CFI Education
Airbnb
Connect with Edwin: Website | Twitter 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.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

May 23, 2023 • 52min
MI273: The Incredible Story of PayPal w/ Jimmy Soni
Rebecca Hotsko engages in a conversation with Jimmy Soni, focusing on his book titled "The Founders." This captivating book explores the rise of PayPal and the influential entrepreneurs who were instrumental in shaping the landscape of Silicon Valley. Jimmy Soni's work takes readers on an extraordinary two-decade journey of PayPal, uncovering its origins and presenting fascinating anecdotes about the key figures involved.Jimmy Soni, an award-winning author, has garnered acclaim for his latest book, "The Founders: The Story of PayPal and the Entrepreneurs Who Shaped Silicon Valley." As a debut best-seller, it has received praise from renowned publications such as the Wall Street Journal, The New York Times, The New Yorker, The Economist, and many others.IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro.02:26 - The incredible story of how PayPal got started. 06:08 - Who is the PayPal mafia? 10:40 - Max Levchin and Peter Thiel story, and their role in PayPal. 29:19 - The role Elon Musk played in PayPal and stories from his early start up days running Zip2, and X.com. 38:21 - How the merger of Cofinity and X.com happened and why? 42:11- The hurdles the company faced along the way and lessons learned. 45:33 - The unique culture at PayPal.*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: Jimmysoni.com.
Get Jimmy’s book: The Founders: The Story of PayPal and the Entrepreneurs Who Shaped Silicon Valley.
Related Episode: Listen to MI230: Buffett Indicator Says Market Is Overvalued w/ Lance Roberts. 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:
Range Rover
Airbnb
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22 snips
May 22, 2023 • 1h 13min
REI184: Beauty in Broken Things w/ John Marsh
Patrick Donley sits down with John Marsh to talk about his incredible journey of transformation both of himself and of his community of Opelika, Alabama. They dive into how John rebuilt his life and his community, how he worked his way out of over $1 million in debt, how he went on to renovate 300 properties and be part of starting 60 businesses, why he likes to focus on “irreplaceable real estate, and why he thinks historic small towns could be their own asset class in the future.IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro03:18 - Why having hope in your future is having power in your present.03:18 - How he was making more money in high school than his teachers.03:18 - How he worked his way out of over $1 million in debt, healed his relationship, and transformed his life.08:45 - How he got his start rebuilding homes in Opelika.10:49 - Why having no outside capital can be a blessing.10:49 - How he went on to renovate 300 properties and start 60 businesses in Opelika.12:03 - What his first renovation was like and why it took 6 ½ years.14:08 - How a $15,000 profit became the seed for much bigger projects.14:08 - Why Marsh Collective focuses on companies, couples, and communities.17:31 - How he used owner financing to build his portfolio.21:01 - Why he starts revitalization of a town with an iconic food and beverage project.37:51 - How do you know you’ve found the right mentor?47:01 - How he evaluates the “5 F’s” — faith, family, fun, fitness, and finances.58:27 - How to work at the intersection of purpose and profits.58:27 - Why he likes to focus on “irreplaceable real estate”.62:58 - Why historic small towns could become their own asset class.01:10:43 - Who are some of his favorite guests who have been on his podcast?And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES
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Related episode: Listen to REI165: Taco-Oriented Development w/Eric Weatherholtz, or watch the video.
Related episode: Listen to REI164: Intelligent Design w/ Bobby Fijan, or watch the video.
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Connect with Patrick (@jpatrickdonley): TwitterConnect with John Marsh: Website | Facebook | LinkedIn | TwitterSupport 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