The Investor's Podcast Network

The Intrinsic Value Podcast - The Investor’s Podcast Network

Business EN ↓ 774 episodes

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...

Author

The Investor's Podcast Network

Category

Business

Podcast website

www.theinvestorspodcast.com

Latest episode

Jul 8, 2026

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Episodes

MI Rewind: Why Deflation is Key to an Abundant Future w/ Jeff Booth 24.03.2023

Jeff Booth and Clay Finck chat about inflation and deflation, why inflation isn’t necessarily good for a healthy and thriving economy, and more. Jeff is the author of The Price of Tomorrow: Why Deflation is Key to an Abundant Future. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 06:10 - The two colliding forces at an exponential rate and why they are the most important thing for investors to unders...

REI175: An Insider’s Guide to Airbnb w/ Taylor Jones 22.03.2023

Patrick Donley and Taylor Jones talk all about Airbnb rentals and how Techvestor is making it easier to invest in the space without all the headaches of owning and operating your own short-term rental. Taylor is the head of acquisitions for Techvestor. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 05:23 - What the three skillsets you need to be excellent at Airbnb. 05:23 - How the right amenities c...

MI264: How to Pick Stocks Using Earnings Estimate Revisions, Price Trends, and Valuations w/ Sam Burns 21.03.2023

Rebecca Hotsko and Sam Burns discuss, Sam's 2023 market outlook, the strong market performance despite negative earnings revisions, and more! Sam Burns, CFA is the chief strategist at Mill Street Research – an independent research company specializing in proprietary institutional research tools for asset allocation, stock selection, and macro-economic indicators.   Burns has more than 20 years of...

REI174: Mastering Mindset for Real Estate Success w/ John Plumstead 20.03.2023

Patrick Donley sits down with John Plumstead, who is a full-time real estate professional and owner of Gray Line Investments. They talk about what he learned from teaching at West Point’s Center for Enhanced Performance on how to develop and master a mindset for real estate success. How John set a goal to be on the Army football team and became captain of the team. IN THIS EPISODE, YOU’LL LEARN: 0...

MI Rewind: Retiring at 35 w/ Steve Adcock 17.03.2023

Steve Adcock retired at age 35 and currently lives off the grid in the desert. Prior to retiring early and achieving financial independence, he worked 14 years in the information technology field. Learn all about early retirement and more. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:28 - How Steve retired at 35 after living a somewhat luxurious lifestyle in his 20’s. 22:01 - How much Steve and...

REI173: The Power of Cost Segregation w/ Yonah Weiss 15.03.2023

Yonah Weiss does a deep dive on cost segregation. As business director at Madison SPECS, a national cost segregation leader, he’s assisted clients in saving hundreds of millions of dollars on taxes through cost segregation. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 08:02 - What his early career was like as an educator. 09:32 - How he transitioned in his 30’s to real estate after his teaching ca...

MI263: Gold Through The Ages: Understanding it’s Role Under Different Monetary Regimes w/ Dana Samuelson 14.03.2023

Rebecca and Dana Samuelson chat about rare gold coins, their differences from other gold/silver investments, gold's changing role in the monetary system, and its impact on pricing, and more. Dana Samuelson is the President of American Gold Exchange, Inc. with 42 years trading precious metals and rare U.S. gold and silver coins.   IN THIS EPISODE, YOU’LL LEARN: 0:00 - Intro 3:00 - What rare gold co...

REI172: Preserving the Past Using Historic Tax Credits w/ John Blatchford 13.03.2023

Patrick Donley chats with John Blatchford, who is the founder of Kunst, which is a developer of properties built in the 1800s. He shares his thoughts about how he got started in the preservation of historic buildings and the advantages of using historic tax credits to improve his returns. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 11:50 - Why he decided to leave his W-2 job to pursue real estate...

MI Rewind: Weathering Inflation with Commodities w/ Tony Greer 10.03.2023

Tony Greer discuss the current market landscape, inflation, commodities in an inflationary environment, and much, much more. Tony Greer is an experienced trader with 25 years under his belt and the founder of TG Macro.   IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:58 - How Tony views the current market landscape and what investors can do to benefit. 29:31 - What commodities Tony expects to per...

REI171: The Journey to Early Retirement w/ Dave from Side Hustle Houses 08.03.2023

Patrick Donley sits down with Dave from Side Hustle Houses on real estate Twitter, to talk about his journey to early retirement through building out his real estate portfolio. Learn the steps Dave has taken to grow his portfolio from an initial house hack to five rentals on an educator's salary, and more.  IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:10 - How Dave first got turned on to the co...

MI262: Warren Buffett’s 4 Principles of Investing w/ Michelle Marki & Signe Lonholdt 07.03.2023

Rebecca Hotsko chats with Michelle Marki, who is a certified Project Management Professional (PMP), and Signe Lonholdt, who is an executive at LEGO Group. They talk about the most important lessons from studying Superinvestors like Warren Buffett and Charlie Munger, their thoughts on why having a margin of safety is key to their investment process much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 -...

REI170: Transforming Spaces w/ Antonia Botero 06.03.2023

Patrick Donley chats with Antonia Botero, who owns The MADDPROJECT, a boutique real estate project management and consulting firm. She talks about her fascinating journey from Columbia to the U.S., how a robotics club taught her many important life and entrepreneurial lessons, what her journey in academia was like, and much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:26 - What it was lik...

MI Rewind: Richer, Wiser, Happier w/ William Green 03.03.2023

Clay Finck chats with William Green about how the greatest investors taught him how to live a better life, the lessons William learned in simplifying an investment approach, and much, much more! William Green is the author of Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life.  IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:56 - What led William to study the best i...

REI169: The Rise of a Real Estate Entrepreneur w/ Donovan Adesoro 01.03.2023

Patrick Donley talks with Donovan Adesoro who is a real estate developer and also Investor Relations Director for Fund That Flip. They discuss how his start in house hacking fueled the desire to do larger deals which led to him developing 16 duplexes in the Houston area with an additional 30 currently under construction. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 17:27 - How Donovan got his star...

MI261: Building a Second Brain w/ Tiago Forte 28.02.2023

Rebecca Hotsko chats with Tiago Forte about "Building a Second Brain," including how it enhances productivity, improves creativity, helps manage information overload, and much more! Tiago Forte is the Creator of Building a Second Brain, Founder at Forte Labs where he helps people improve their productivity using the principles, techniques, and tools of design thinking.  IN THIS EPISODE, YOU’LL LEA...

REI168: The Road to Commercial Real Estate Success w/ Matt Lasky 27.02.2023

Patrick Donley and Matt Lasky do a deep dive on commercial real estate and what it takes to succeed in the business. Matt brings over a decade of experience in commercial real estate investing, leasing, finance, portfolio and asset management to his role as Managing Partner at Equity Velocity Funds. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 04:21 - Why Matt chose a career in commercial real est...

MI Rewind: Are Emerging Markets Undervalued? w/ James Fletcher 24.02.2023

Clay Finck chats with James Fletcher all about ESG investing and emerging markets. James Fletcher is the founder of Ethos Investment Management and the founder of the global non-profit, Young Investors Society. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 09:10 - What ESG investing is, and why it’s a focus of James’ fund. 16:29 - Whether ESG investing enhances, or hinders long-term returns. 22:30...

MI260: Top Stock Picks For 2023 w/ Logan Kane 23.02.2023

Rebecca Hotsko chats with Logan Kane, who is an author and entrepreneur and is currently a writer for Seeking Alpha. Logan talks about the difference between tactics and strategies, his thoughts on how to be a better bull with IJR and IJH, his thoughts on how to be a better bear with VMSXX and VMFXX, and much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:12 - How to be a better bull with I...

REI167: The Art of Real Estate Development w/ Asi Cymbal 22.02.2023

Patrick Donley talks with Asi Cymbal about the inspiration his mother provided watching her lift the family’s fortunes through real estate, what he learned from a $20,000 per year job with mixed-used pioneer Howard Jacobs, how he broke into development in both New York and Miami, how the downturn of 2008 provided an opportunity that changed his life, what early retirement was like and why he choos...

MI259: Strategies for Success in Entrepreneurship w/ Nicholas Hutchison 21.02.2023

Rebecca chats with Nicholas Hutchison about the origins of BookThinkers and the books that influenced Nicholas the most on his personal growth journey. Additionally, they delve into the most significant lessons Nicholas learned as an entrepreneur that contributed the most to his achievements, and much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:32 - How Nicholas started BookThinkers and...

REI166: The Impact of Artificial Intelligence on Real Estate w/ Pavan Agarwal 20.02.2023

Patrick Donley sits down with Pavan Agarwal about how his company, Sun West Mortgage is using artificial intelligence to improve the mortgage underwriting process with a product they call Morgan. Morgan utilizes what's called empathetic technology to expedite and enhance the entire loan approval process. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:09 - The lessons Pavan learned from his father...

MI Rewind: Life as a Podcast Host, Investing in FinTech, & Buying Rental Properties w/ Robert Leonard 17.02.2023

Robert Leonard talks about his life as a podcast host and a real estate investor, investing in FinTech companies, and much, much more! Robert is a real estate and stock investor, entrepreneur, and Certified Management Accountant. Robert has published his own book on house hacking, The Everything Guide To House Hacking. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:51 - How Robert ended up becomi...

MI258: Expect Further Stock Market Declines & A Recession in 2023 w/ Chance Finucane 16.02.2023

Rebecca Hotsko chats with Chance Finucane, who is a partner, and Chief Investment Officer at Oxbow Advisors. They discuss Chance’s current outlook for the market and economy for 2023, why he expects a recession sometime in 2023, what’s driving investors’ complacency in the market, and much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:41 - Why Chance expects a recession sometime in 2023 an...

REI165: Taco-Oriented Development w/ Eric Weatherholtz 15.02.2023

Patrick Donley talks with Eric Weatherholtz, who is a real estate developer, food and beverage investor, and walkable neighborhood enthusiast. Eric discussed some of the key lessons he learned working on a ranch on how to build a successful life, his views on how the popularity of a wine bar sparked his current real estate strategy, what it means to be a “taco-oriented” developer, and how his proj...

MI257: Is it Possible to Retire Early? w/ Tyler Wright 14.02.2023

Rebecca chats with Tyler Wright. They delve into Tyler's journey to financial freedom at the young age of 27, his thoughts on investing during a down market, and so much more! Tyler is a stock and real estate investor and entrepreneur who built the company Defining Wealth which helps people define what wealth is to them and achieve financial freedom.  IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 0...

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