The Intrinsic Value Podcast - The Investor’s Podcast Network

Robert Leonard chats with Daniel Crosby about behavioral finance, the psychology of money, Daniel’s most important money lessons after studying countless investors, common misconceptions about money, and much, much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:42 - What behavioral finance is and why behavioral finance has a big impact on one’s success as an investor. 06:22 - Daniel’s most...

Kyle Grieve chats with Jason Donville and Jesse Gamble about their investing strategy based on finding high and sustainable ROE businesses, why small-caps are inefficiently priced, the future of Constellation Software, the importance of focusing on fundamentals over share price, and much, much more! IN THIS EPISODE, YOU’LL LEARN: 00:0 - Intro 05:26 - About their outlook for Constellation Software,...

Patrick Donley (@JPatrickDonley) sits down with Sief Khafagi to learn all about how his company, Techvestor, makes investing in Airbnbs simple, passive, and profitable. You’ll learn about his early career at Facebook, how he’s gone about building a vertically integrated short term rental company, what gives Techvestor their competitive advantage, and what trends Sief is anticipating in the STR mar...

Robert chats with Hala Taha about her journey from a school dropout to a successful full-time podcaster and entrepreneur.  Hala Taha is the host of Young and Profiting Podcast, frequently ranked as a #1 Education podcast across all apps. Hala is also the CEO of YAP Media, a full-service social media and podcast marketing agency for top podcasters, celebrities, and CEOs generating over $2M in reven...

Robert Leonard chats with Cody Schneider about all things digital marketing and online business. Cody Schneider has held various Head of Growth roles at startups, helping them scale rapidly, and has now founded two successful SaaS businesses, SwellAI and Drafthorse AI. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro. 09:33 - What niche sites are and how they work. 12:06 - How AI is impacting content...

Robert Leonard talks with Shinobu Hindert about her book, Investing is Your Superpower, the relationship between money and women, and much more! Shinobu Hindert is a Certified Financial Planner, money expert, and creator of Empowered Planning, LLC. As a financial advisor, she created personalized financial plans for high-net-worth individuals all across the country, overseeing more than $350 milli...

Robert Leonard brings back his friends Ashley Kehr and Tony J. Robinson to talk all about real estate partnerships and getting an update on the Airbnb investing market. Ashley Kehr is the host of the BiggerPockets Rookie Podcast and Author of the books Real Estate Rookie: 90 Days to Your First Investment and Real Estate Partnerships. Tony Robinson is well known in the world of real estate investin...

Patrick Donley (@JPatrickDonley) sits down with Kevin Dahlstrom to chat about how to create your ideal life. They do a deep dive into Kevin’s 17 point Twitter thread that went viral on how to lead the life you dream of. You’ll also learn more about the importance of minimalism and keeping a low burn rate to give optionality to your life, how much money you’ll need for this lifestyle, what smart mo...

Robert Leonard brings back Mike Michalowicz to discuss entrepreneurship and marketing tactics, why having no money or experience actually gives someone a shot at their business working, why a business plan is a waste of time, and a bunch more. Mike Michalowicz is a serial entrepreneur who had founded and sold two multi-million dollar companies by the age of 35. IN THIS EPISODE, YOU’LL LEARN: 00:00...

Kyle Grieve chats with Paul Andreola about his discovery investing system for microcrap stocks, why focusing on undiscovered businesses is so powerful, his approach to discovering undervalued stocks, why holding onto your winners is so important, and much, much more! Paul Andreola is a successful investor, board member, and investing speaker. He invests in undiscovered Canadian small cap businesse...

Robert Leonard chats with Kelly Lannan about the four ways that young investors are learning about finances, what Fidelity is and what the company does, and much more! Kelly Lannan is the Vice President of the Young Investors at Fidelity Investments. Kelly discusses different topics on financial literacy such as tackling student loan debt, putting together a budget, evaluating a job offer, and sta...

Robert Leonard brings back his friend Connor Gross, who is an avid life hacker, financial optimizer, and host of the award-winning podcast All the Hacks. Together, they talk about how to build and sell companies to Google and Wealthfront, what life hacking is, and more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 06:41 - How to build and sell companies to Google and Wealthfront. 16:34 - What it’s...

Patrick Donley (@JPatrickDonley) sits down with Ben Wolff to discuss his strategy of building a “unique stays” portfolio. You’ll also hear about how Ben first got involved in the Airbnb/STR market, how he went about his first unique stay development, how he thinks about taking on risk and making entrepreneurial moves, and how he is building his team at Onera. Ben co-founded a fund overseeing $65 m...

Clay Finck chats with Daniel Rasmussen about his experience being intern at Bridgewater Associates, how to build a balanced portfolio, and much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:53 - How interning at Bridgewater Associates impacted Dan as an investor. 07:05 - The four types of economic environments that ultimately drive asset class returns. 07:05 - Which asset class performs ve...

Robert Leonard brings back his friend Connor Gross to talk about generating cash flow with online businesses and putting that in physical assets, like real estate. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 06:12 - The current state of self-storage deals. 09:57 - What unlevered yield on cost is, and why it’s important. 11:35 - How interest rates are impacting real estate portfolios. 14:05 - What...

Clay Finck chats with Jeremy Deal about how Jeremy finds companies that are positioned to thrive in any market environment, and much more! Jeremy Deal is the founder and a portfolio manager at JDP Capital Management.  IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:25 - How Jeremy selects companies that are positioned to not only survive, but thrive. 10:28 - How valuation fits into Jeremy’s invest...

Robert Leonard and Jacky Chou delve into the realm of online business, including how to start an e-comm business, product selection strategies for e-comm companies, the upcoming trends in niche websites, and an array of other captivating subjects. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 07:31 - What the e-comm business model is. 07:54 - How to get your first customers in an e-comm business. 1...

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 compani...

Robert Leonard chats with Nick Maggiulli about building additional income streams and growing income to build wealth. Nick Maggiulli is the Chief Operating Officer and Data Scientist at Ritholtz Wealth Management, where he oversees operations across the firm and provides insights on business intelligence.  IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 06:02 - Why many people should put more focus o...

Robert Leonard chats with Mike Vranjkovic, who is a founding Partner and Managing Director of Empire Flippers Capital. They discuss about building and investing in online businesses, including FBA businesses, niche sites, content sites, e-commerce, and much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:32 - What online business models exist. 07:33 - Which online business models are best. 1...

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 - Intro 01:42 - 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 su...

Robert Leonard chats with Chris Pedersen, who is an engineer by training, and new opportunity finder by nature & Paul Merriman, who is a nationally recognized authority on mutual funds, index investing, and asset allocation. They talk about how young investors should be thinking about inflation, financial advisors, ETF investing strategies, how to supercharge and simplify your investments, how to...

Patrick Donley interviews Nick Huber, a serial entrepreneur, investor, and content creator focused on real estate and small business. Nick discusses how he uses Twitter to launch businesses and gain a larger following. He emphasizes the importance of leading an interesting life to attract more followers and openly shares his playbook. Nick has co-founded six companies in the past nine months, incl...

Clay Finck chats with Arif Karim about the importance of pricing power, the investment case for Ferrari stock, and much more! Arif is a senior investment analyst at Ensemble Capital. Before joining Ensemble Capital, he was a senior investment analyst and co-portfolio manager at Kilimanjaro Capital. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:03 - The importance of pricing power for a company o...

Robert Leonard brings back his good friend Chad Carson to discuss his new book The Small & Mighty Real Estate Investor, including the differences between building a small portfolio and a large portfolio, how to deal with debt in partnerships, people not paying rent, the psychology of being a workaholic, the 7 rules of a small and mighty real estate investor, and much, much more! IN THIS EPISODE, Y...