The Intrinsic Value Podcast - The Investor’s Podcast Network

IN THIS EPISODE, YOU’LL LEARN: 05:32 - Why you need to find and focus on your one thing. 05:32 - How you can go about achieving your one thing. 06:09 - Some tips for achieving your long-term goals. 10:47 - Why you should block out time on your calendar for yourself. 11:52 - How you can use the Pareto principle to achieve your goals. And much, much more! *Disclaimer: Slight timestamp discrepancies...

IN THIS EPISODE, YOU’LL LEARN: Robert’s biggest deal breakers when analyzing stocks. Robert’s opinion on going all-in on an investment. Whether economic stats/outlooks influence Robert’s stock purchases. When Robert thinks a stock should be sold. How Anthony built and sold two companies by the age of 25. Why you might consider investing in wine. What are the risks of investing in fine wine.  Retur...

IN THIS EPISODE, YOU’LL LEARN: 01:55 - What makes Weitz’s equity and fixed income funds different from others. 04:20 - Weitz’s overall investment process and how it has evolved over time.  04:20 - What their “quality at a discount” (QAD) investing framework is.  11:45 - What 6 factors they look for to assess the quality of a company.  14:16 - What discount rate they use when projecting out cash fl...

IN THIS EPISODE, YOU’LL LEARN: 02:10 - What led Brian to start M1 Finance and what sets them apart from industry titans like Vanguard and Fidelity. 07:11 - How M1 Finance is providing features to retail investors that are traditionally only provided to the ultra-wealthy. 10:32 - How M1 Finance’s borrowing feature works. 21:13 - Brian’s thoughts around trading and speculating versus long-term inves...

In this week’s episode, Robert Leonard talks with Isaac French all about short-term rental investing, and specifically Isaac’s unique short-term rental experience he built from the ground up. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 03:22 - How he started and sold his first business. 11:55 - How to automate a short-term rental property. 29:03 - Why his property is now worth over $5M. 29:03 - W...

IN THIS EPISODE, YOU’LL LEARN: 02:53 - Why Alphabet’s stock is an investment worth considering for long-term investors today. 10:39 - What rate the digital advertising space is expected to grow. 07:45 - What rate Clay expects Alphabet’s free cash flows to grow conservatively over the next ten years. 13:36 - What expected return Clay expects from Alphabet. And much, much more! *Disclaimer: Slight t...

IN THIS EPISODE, YOU’LL LEARN: 02:41 - What is financial wellness? 08:41 - If he thinks investors can beat the market. 39:45 - How one should approach bull and bear markets. 44:10 - How you can identify companies that will become great in the future. 48:01 - Why Brian believes that markets aren't perfectly efficient. 50:42 - When should someone sell a stock. 58:39 - Tesla's competitive advantage,...

IN THIS EPISODE, YOU’LL LEARN: 01:42 - What futures and options are, and why they exist. 08:19 - Tips for investors wanting to utilize options in their investment strategy. 14:50 - How LEAPS can supercharge your investment returns for long-term investors. 14:50 - Why collar spreads are potentially attractive to investors. 27:58 - What volatility really means with some historical references. 31:26...

IN THIS EPISODE, YOU’LL LEARN: 02:10 - How to find the right career. 06:08 - Career fields that don’t require extensive training or schooling. 10:03 - Telltale signs that it is time to start looking for a new career or new job. 19:20 - Why so many millennials are unhappy with their careers. 22:23 - What exactly to look for in a career to live a fulfilling life. 38:48 - How to go about asking for a...

IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:55 - Why he wrote his book in the style he did. 03:41 - What is the right way to think about financial freedom? 03:41 - Why so many people think about financial freedom wrong. 12:25 - Why climbing the corporate ladder won’t achieve your financial goals. 18:29 - How important mindset is to financial success. And much, much more! *Disclaimer: Slight ti...

IN THIS EPISODE, YOU’LL LEARN: 02:26 - The method Clay uses to determine the intrinsic value of Berkshire Hathaway. 03:56 - What adjustments are made to Berkshire’s stock holdings. 07:28 - How you can think about valuing Berkshire’s wholly owned businesses. 14:25 - Whether today’s price is a fair price to pay for the company. And much, much more! *Disclaimer: Slight timestamp discrepancies may occ...

IN THIS EPISODE, YOU’LL LEARN: 04:28 - What an online private market is, what equity crowdfunding is, and how Title II of the JOBS Act made both possible. 07:20 - How running a ratings business helped Chris with his own business. 07:20 - How a ratings business remains objective when analyzing other private businesses. 10:58 - What to look for when analyzing a private business and how it is differe...

IN THIS EPISODE, YOU’LL LEARN: 01:56 - What thematics are and why investors should care about them. 08:08 - How investors should think about investing in an emerging trend. 21:06 - Why Jay is bullish on infrastructure and why now is a great time to invest in infrastructure specifically.  29:04 - The role governments play in the infrastructure megatrend. 34:55 - Jay’s thoughts on investing in robot...

IN THIS EPISODE, YOU’LL LEARN: 02:13 - Jason’s assessment of Amazon since Clay and he last spoke in November 2021. 08:55 - Why Amazon’s stock performance has been lackluster the past couple of years. 14:42 - Why Jason likes Zoom’s stock. 34:12 - What Shopify’s growth runway is and what their competitive landscape looks like. 43:41 - What companies Jason has been adding to during the bear market. 4...

IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:31 - How one real estate deal can change your life. 04:07 - What a private equity firm is. 15:25 - What it means to co-GP a syndication. 49:21 - Why partnerships are so important. 50:47 - How to raise capital. 50:47 - Who to raise capital from. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differen...

IN THIS EPISODE, YOU’LL LEARN: 01:16 - What the most important attribute of a quality company is. 02:57 - How Adam selects companies using his BMP checklist. 08:40 - Why tech companies have been overlooked by traditional value investors over the past decade. 14:00 - The thought process Adam went through when he purchased Alphabet, aka Google, in mid-2016. And much, much more! *Disclaimer: Slight t...

IN THIS EPISODE, YOU’LL LEARN:   13:01 - Revelations Kevin saw when he worked at a mutual fund vs. investments one can do as an individual investor. 16:25 - Lessons Kevin learned when he shorted Amazon.  26:34 - How Kevin got involved with Tesla.  35:05 - What emerging or frontier markets are and which countries they consist of. 42:02 - Why home-country bias exists and what investors are potential...

IN THIS EPISODE, YOU’LL LEARN: 03:46 - What economic earnings are and why they matter. 06:59 - Why investors should be mindful of executive compensation for a company. 13:40 - A case study between two stocks: Carmax and Carvana. 26:29 - What zombie companies are and what their effects are on the broader economy. 29:48 - Why David is bearish on Tesla’s stock price. 45:26 - How Disney’s business has...

IN THIS EPISODE, YOU’LL LEARN: 02:00 - What led Chris into being so passionate about studying Warren Buffett and Charlie Munger. 08:45 - Why Chris chooses to allocate most of his portfolio to index funds. 17:18 - Why Chris typically avoids investing in more mature companies. 23:20 - How Warren Buffett’s definition of risk differs from that of the academics. 29:14 - What makes Costco such a great b...

IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 03:29 - How to get real estate deals with no money down and zero interest. 12:18 - How to work with large real estate tech platforms. 16:12 - How anyone can use creative financing strategies. 47:16 - What subject to is and how to utilize it. 47:16 - Why seller financing is so powerful and how to use it. And much, much more! *Disclaimer: Slight timestamp...

IN THIS EPISODE, YOU’LL LEARN: 04:21 - Robert Kiyosaki’s definition of an asset and a liability.  08:00 - What the definition of financial freedom is. 08:33 - A few ways in which you can realistically achieve financial freedom. 13:06 - The many benefits of investing in real estate. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS...

IN THIS EPISODE, YOU’LL LEARN: 17:30 - How technology has had an impact on the markets and the rise of retail investors. 26:55 - How to study markets today and if there’s a fundamental shift that makes this time truly “different” . 26:55 - How retail investors’ access to the markets changed how they function outside of fiscal and monetary policy. 32:18 - Whether fiscal and monetary policy or retai...

IN THIS EPISODE, YOU’LL LEARN:   05:03 - How we can avoid using our emotions to make investments in the stock market. 09:08 - How to think about risk in your portfolio. 11:29 - What the disposition effect is and why you might want to think twice before selling your winners. 25:39 - Some of Scott’s biggest lessons from the rise and fall of the 1999 Tech Bubble. 30:45 - What biases investors should...

IN THIS EPISODE, YOU’LL LEARN:   02:01 - Why the game has changed for traditional value investors. 06:17 - Why Apple is the only sizable tech position Berkshire Hathaway has taken. 13:10 - Why does Adam looks at the price last during his investment process. 14:55 - The #1 thing Adam looks for in a quality company. 22:38 - Why Adam likes Apple, Microsoft, Amazon, and Google, but avoids Netflix and...

IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 03:29 - How to get real estate deals with no money down and zero interest. 12:18 - How to work with large real estate tech platforms. 16:12 - How anyone can use creative financing strategies. 47:16 - What subject to is and how to utilize it. 47:16 - Why seller financing is so powerful and how to use it. And much, much more! *Disclaimer: Slight timestamp...