The Intrinsic Value Podcast - The Investor’s Podcast Network

Clay Finck chats with Tony Coniaris about the investment process and philosophies at Oakmark, Netflix as a value investment, Netflix stock valuation, and much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:50 - Oakmark’s criteria for a quality value investment. 07:44 - What it means to have a bottoms up investment approach rather than a top down approach. 11:39 - Why Netflix qualifies as a...

Robert Leonard chats with Devon Kennard about designing your game plan for financial success, including what financial success actual means, how it plays into having a happy life, whether net worth or cash flow is more important, what a money personality is, how the conversations around money have changed in professional sports, and much, much more. Devon Kennard is an NFL player, entrepreneur, an...

Patrick Donley sits down with Marilyn Moedinger to chat about her career in architecture and academia, her early days in construction as a general laborer and project manager, what it was like traveling around the world studying vernacular architecture, and how it’s been renovating a 300-year-old family farm house, plus a whole lot more. Marilyn is the founding principal of Runcible Studios and ha...

In this MI Rewind episode, Clay Finck chats with Chris Kuiper and Jack Neureuter about Fidelity and Bitcoin, decentralization and network effects, and much more! Chris Kuiper is the Director of Research at Fidelity Digital Assets and Jack Neureuter is the Research Analyst at Fidelity Digital Assets. Together they wrote the Bitcoin First White Paper which outlines why investors need to consider bit...

Robert Leonard chats with Tobias Carlisle about the global economy, market assessment, value investing opportunities, mean reversion trades, quality assessment in deep value strategies, using screeners, and more! Tobias Carlisle is the founder of The Acquirer’s Multiple®. He is also the founder of Acquirers Funds® which manages ZIG, the Acquirers Fund, and DEEP, the Roundhill Acquirers Deep Value...

In this MI Rewind episode, Clay Finck chats with Kevin McGarvey about why Kevin believes that putting their small business on a Bitcoin Standard is a necessity for small businesses to thrive, and much more! Kevin McGarvey is the Co-Owner and President of All Out Parking Lots. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 11:47 - What led Kevin and his partner to putting their small business on a Bi...

Robert Leonard & Gautam Baid discuss Gautam's investment evolution, Buffett's influence, behavioral edge, simpler businesses, value traps, negative info, disqualifying features, Indian stock market & more! Gautam Baid is the Managing Partner of Stellar Wealth Partners India Fund and Equity Advisor of Stellar Wealth PMS. He has a long-term, value-oriented approach and has worked in portfolio manage...

Patrick Donley chats with Tyron McDaniel about his background and career, his work in inner-city Houston, and his thoughts on making housing more affordable at scale. You’ll also learn about Tyron's innovative approach to renovating and developing homes, his views on gentrification, and advice he gives to young people based on his many years of real world experience. IN THIS EPISODE, YOU’LL LEARN:...

In this MI Rewind episode, Clay Finck chats with Dylan LeClair about Bitcoin on-chain analysis, Ray Dalio’s thesis on the long-term debt cycle and how Bitcoin potentially plays into that, and much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 05:11 - Ray Dalio’s thesis on the long-term debt cycle and how Bitcoin potentially plays into that. 20:01 - Why Dylan believes Bitcoin is a better solut...

Robert Leonard chats w/ Varun Balsara to discuss the creator economy's size, online careers, leveraging Chat GPT, & much much more! Varun is an entrepreneur and co-founder of “Let’s Level Up” – a platform that helps online content creators build profitable communities and scale up their businesses.  IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:27 - The creator economy, what it is, and how big o...

Patrick Donley chats with Aleksey Chernobelskiy about his transition from the corporate real estate world to going out on his own as an investor and advisor. Aleksey also talks about why a Sam Altman blog post on how to be successful deeply impacted him, what it was like immigrating to the U.S., the importance of 1% improvements in any area of life, how to network successfully, what it was like ma...

Clay Finck and Robert Reynolds chat about Peter Lynch, his investing strategies, GARP investing, and more. Robert is an investor and a content creator for The Popular Investor YouTube channel. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 04:15 - Who Peter Lynch is and how he personally invests. 15:58 - How individual retail investors can have an advantage over Wall Street. 25:08 - Why active inves...

Robert Leonard interviews Ken Rusk on the blue-collar crisis, job shortages, misconceptions, and tips for fulfilling careers. Ken Rusk is the President of Rusk Industries, professional ditch digger, entrepreneur, author of Blue Collar Cash, and proud advocate of following your dreams. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 05:45 - The supply/demand imbalance the blue-collar industry is curre...

Patrick Donley chats with Pace Morby to discuss his new book, "Wealth Without Cash". You’ll learn how to build a portfolio of off-market deals without using your own cash, what the difference is between subject-to and seller financing, how to find motivated sellers, how to overcome common seller objections and create win-win scenarios, and much more. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02...

In this rewind episode, Clay Finck chats with Tom Botica about what it means to invest with a margin of safety, Seritage Growth Properties, and much more! Tom is a value investor and studies superinvestors such as Warren Buffett, Charlie Munger, Mohnish Pabrai, Guy Spier, and many others. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:44 - What investors should keep in mind during a market correc...

Robert Leonard chats with Chris Mayer about finding 100 bagger stocks – what to look for, how to find them, what metrics to analyze, how to think about valuation, the company’s management team, and much more. Chris is the Portfolio Manager and co-founder of Woodlock House Family Capital, and author of the book 100 Baggers.  IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:34 - What Chris learned af...

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 - Intro 02:47 - What playing football for USC was like fo...

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’L...

Robert Leonard chats with Michael Gibson about the Thiel Fellowship, what it is and how it came to be, some of the most successful companies to come out of it, his firm 1517, startup investing, Luminar, and much, much more!  Michael Gibson is the founder of the venture capital firm 1517, one of the minds behind the Thiel Fellowship, and most recently, the author of Paper Belt on Fire.  IN THIS EPI...

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...

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 rul...

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...

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...

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 - Intro 06:26 - 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 re...

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...