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
Aug 5, 2024 • 48min
MI363: Valuing Universal Music Group w/ Shawn O'Malley
Shawn O'Malley, a music industry analyst, dives into the dynamics of Universal Music Group's stock and its advantages over Spotify. He discusses the exciting economics behind music labels, revealing how streaming enhances music rights value. O'Malley shares insights on Universal's unique revenue streams, its strategic positioning in the market, and the impact of AI on music creation. Plus, he examines the current valuation of Universal and touches on its foray into health and wellness initiatives within the music realm.
Aug 2, 2024 • 48min
MI Rewind: The Millionaire Fastlane w/ MJ DeMarco
MJ DeMarco, an entrepreneur and international best-selling author, shares his unique journey from building a successful business to selling it. He critiques the common advice of following your passion, suggesting instead that entrepreneurs focus on market needs. MJ redefines wealth, prioritizing personal freedom over conventional financial metrics. Listeners learn about validating business ideas and the advantages of finding less competitive industries, highlighting the potential for asymmetric wealth creation through innovative entrepreneurship.
Jul 30, 2024 • 3min
Millennial Investing Podcast Trailer
Dive into the fascinating world of investing! Discover lessons from iconic investors and their proven strategies. Explore the breakdown of intriguing companies and various investment approaches. Recap groundbreaking investing books that have shaped the market. The podcast caters to all experience levels, making complex concepts accessible and engaging. Tune in and enhance your financial knowledge as you embark on your investment journey!
Jul 29, 2024 • 48min
MI362: The Story Of Spotify And Valuation w/ Shawn O'Malley
Shawn O'Malley, an expert in music economics, unpacks the fascinating evolution of Spotify and its crucial role in the music industry. He explains how streaming transformed piracy's grip on music consumption. Discover why Spotify's model keeps users engaged and how they maintain a competitive edge. O'Malley also reveals Spotify's plans for profitability, challenges in royalty distribution with music labels, and the potential growth within podcasts and audiobooks. His insights into financial models will inspire aspiring investors.
9 snips
Jul 26, 2024 • 1h 32min
MI Rewind: Why Buy Bitcoin w/ Andy Edstrom
Andy Edstrom discusses why Bitcoin is a valuable addition to investment portfolios, how to evaluate its worth, potential strategies to avoid market peaks, and Bitcoin's comparison to gold & fiat. Topics include the 14 characteristics of money, El Salvador's adoption of Bitcoin, and the US government's stance on cryptocurrency.
12 snips
Jul 22, 2024 • 44min
MI361: Poor Charlie's Almanack w/ Shawn O'Malley
Chief Editor of We Study Markets, Shawn O'Malley, discusses key takeaways from Charlie Munger's wisdom in 'Poor Charlie's Almanack.' Topics include Ben Franklin's influence on Munger, traits that made him a great investor, importance of multidisciplinary thinking, elementary worldly wisdom, psychology of human misjudgment, and febezzlement.
4 snips
Jul 19, 2024 • 50min
MI Rewind: Naval w/ Eric Jorgenson
Eric Jorgenson, writer and podcaster, discusses his book on Naval Ravikant: how to build leverage, the importance of equity, and reframing risk as responsibility. They explore Naval's wisdom on wealth, clear thinking, mental models, and working like athletes. Eric shares insights on getting Tim Ferriss to write the foreword and the impact of influential books on success.
Jul 15, 2024 • 41min
MI360: The Outsiders w/ Shawn O'Malley
Shawn O'Malley, Chief Editor of We Study Markets, delves into The Outsiders by William Thorndike. Topics include CEOs as stock investors, challenges in capital allocation, traits of exceptional leaders, resisting institutional imperatives, and lessons for investors. Learn how outsider CEOs like Henry Singleton mastered capital allocation, and apply these principles to your own investing journey.
Jul 12, 2024 • 47min
MI Rewind: Why Deflation is Key to an Abundant Future w/ Jeff Booth
Tech entrepreneur Jeff Booth discusses why deflation is crucial for a prosperous future, the impact of technological innovation on the economy, why inflation isn't necessarily beneficial, the power of Bitcoin as a long-term investment, and ways investors can navigate economic shifts.
18 snips
Jul 8, 2024 • 46min
MI359: The Intelligent Investor w/ Shawn O'Malley
Shawn O'Malley discusses key takeaways from 'The Intelligent Investor' by Benjamin Graham, emphasizing the importance of common sense over high IQ in investing, applying margin of safety, calculating intrinsic value, and leveraging mood swings of Mr. Market. The book's timeless principles highlight disciplined and rational investing, distinguishing between speculation and investment.
