The Intrinsic Value Podcast - The Investor’s Podcast Network

IN THIS EPISODE, YOU’LL LEARN:   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. 15:39 - Why Netflix qualifies as a value investment for Oakmark. 19:30 - Tony’s thoughts on the volatility of the stock’s price action. 32:49 - How Tony thinks about valuing Netflix. 38:20 - Tony’s thoughts on a...

IN THIS EPISODE, YOU’LL LEARN: 09:48 - Why Fidelity chose to offer services for Bitcoin only, and none of the other digital assets. 13:47 - Why institutions are interested in buying Bitcoin for their company’s balance sheet. 23:45 - Why Bitcoin should be considered separately from all other digital assets from an investment standpoint. 29:00 - Why decentralization and network effects are critical...

In this week’s episode, Robert Leonard talks with Giri Devanur about why technology has taken so long to make it into the real estate industry, what new innovations are coming to the real estate world, what AI and machine learning are, what short-term rentals are and how they’re being changed by technology, and much, much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:49 - Why technology to...

IN THIS EPISODE YOU’LL LEARN: 01:06 - How Jason started his entrepreneurial journey. 10:00 - If you should raise venture capital or bootstrap. 24:23 - How to scale your startup. 26:27 - The challenges you face in building your business, and how to overcome them. 37:26 - How someone should buy Bitcoin safely. 38:31 - The best cryptocurrency for long-term investment. And much, much more! *Disclaimer...

IN THIS EPISODE, YOU’LL LEARN: 11:47 - What led Kevin and his partner to putting their small business on a Bitcoin Standard. 26:49 - What the process was like for Kevin to make this move. 33:53 - How Kevin stores the Bitcoin on his company’s balance sheet. 39:36 - The unique way Kevin decides to reward his employees and attract new talent. 50:41 - What Kevin is most excited about for the future of...

IN THIS EPISODE, YOU’LL LEARN: 05:34 - 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 solution for base money than gold. 29:15 - Why we haven’t seen more public companies adopting Bitcoin as of late. 41:40 - What Bitcoin on-chain analysis is and why it even matters. 51:11 - Dylan’s thoughts on the potential...

In this week’s episode, Robert Leonard talks with Cory Jacobson and Ryan Bevilacqua all about financial freedom — what it is, all the various different ways of achieving it, the different types, and much, much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 07:39 - How to get started with real estate investing. 07:39 - What house hacking is and how it works. 07:39 - Why real estate investing is...

IN THIS EPISODE YOU’LL LEARN: How does one choose a brokerage platform? What are the challenges millennials and Gen Z face in getting started investing? How do you build good education for investing in the long-term ? Current investing trends due to COVID-19 and its impact in the coming year. And much, much more! EPISODE RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful...

IN THIS EPISODE, YOU’LL LEARN:   04:15 - Who Peter Lynch is and how he personally invests. 19:58 - How individual retail investors can have an advantage over Wall Street. 25:08 - Why active investors might be in a good position to outperform passive investors over the coming years. 52:39 - Why Facebook and Google are potentially compelling investments. And much, much more! *Disclaimer: Slight time...

IN THIS EPISODE, YOU’LL LEARN:   02:44 - What investors should keep in mind during a market correction. 11:10 - Why investing checklists can be useful for value investors. 20:46 - The case for individual stock pickers outperforming the market indices. 28:11 - What Seritage Growth Properties does and why it’s potentially a compelling investment. 40:37 - Why Seritage is trading at what appears to be...

In this week’s episode, Robert Leonard talks with Karina Mejia about how to buy real estate in an expensive market, what house hacking is and how to get started with it, and how to transition from a corporate career into a full-time real estate career. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 03:20 - How to become a full-time real estate professional. 07:28 - What the day-to-day looks like for...

IN THIS EPISODE YOU’LL LEARN: 03:08 - What options trading is. 05:53 - Why it is important to consider implied volatility when trading options. 10:04 - When should you begin trading options. 11:59 - If you should be trading options. 11:59 - Strategies that can be useful for beginner options traders. 31:53 - The expected returns and risks of options investing. 39:33 - Why Buffett's options strategy...

IN THIS EPISODE, YOU’LL LEARN:   03:28 - What led Evan to starting his YouTube channel, which now has 3.3 million subscribers today. 08:24 - What Evan’s life mission is, and why it matters. 12:24 - The most common themes Evan has found in the successful people he has studied. 27:13 - How Evan approaches investing as a business owner and operator. 50:34 - How Evan is planning for the future of his...

IN THIS EPISODE, YOU’LL LEARN:   02:34 - What led Jesse to start his business in 2004 while he was still in college. 06:13 - The story on when Jesse knew it was time to quit his full-time accounting career to go all in on his business. 18:59 - What is, and what is not a budget. 27:34 - YNAB’s four money rules. 44:15 - What Jesse’s personal portfolio looks like. 46:33 - What some of Jesse’s favorit...

In this week’s episode, Robert Leonard talks with Robert Levy and Phillip Block about being a contrarian in the real estate investing industry by investing in retail-focused properties.  IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 05:38 - What it means to be a contrarian in real estate. 08:13 - How to fund large commercial real estate deals. 19:36 - Whether this market is like 2009 or not. 21:51...

IN THIS EPISODE YOU’LL LEARN: 12:24 - What exactly value investing is. 12:24 - What are the common misconceptions about value investing. 42:11 - How Coronavirus will continue to impact the stock market. 1:01:27 - How investors build conviction to hold during hard times. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURC...

IN THIS EPISODE, YOU’LL LEARN: 06:26 - What short selling is and why Edwin puts most of his focus on exposing bad companies. 09:41 - What to be mindful of when shorting a company. 12:52 - The biggest red flags Edwin looks for in performing his research. 19:38 - The many resources Edwin uses in performing his stock analysis. 21:41 - What Edwin uncovered in researching Roblox, AgEagle Aerial, and Em...

IN THIS EPISODE, YOU’LL LEARN: 06:04 - Beth’s approach to investing in the Metaverse. 10:17 - How large the Metaverse market could potentially become over the coming years. 10:17 - The companies that Beth is most excited about in relation to the Metaverse and other technology trends. 45:54 - How to think about the Federal Reserve’s role as a tech investor. 51:11 - Why Beth is very bullish on Bitco...

In this week’s episode, Robert Leonard talks with Connor Gross about entrepreneurship, how he started and sold his first business, what he’s working on today, how he leveraged his entrepreneurial success into real estate, all about self-storage, and much, much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 18:19 - How to start an ecommerce business. 29:56 - What an ecommerce business actually...

IN THIS EPISODE YOU’LL LEARN: 04:32 - Strategies you can follow when picking stocks.  09:50 - Should new investors pick individual stocks, or should they stick to ETFs?  15:06 - How people can become better educated about investing.  25:02 - Some of Ryan's current stock picks.  52:08 - How to handle investing in a volatile market environment, and how to prepare moving forward. And much, much more!...

IN THIS EPISODE, YOU’LL LEARN: 01:53 - What led Derrick to selling his financial planning business to start Good Money Framework. 04:55 - The tool that Derrick found that businesses can use to drastically differentiate themselves from their competitors. 24:41 - The 3 good money levers outlined in Derrick’s book, Good Money Revolution. 42:45 - Actionable methods in which you can start increasing yo...

IN THIS EPISODE, YOU’LL LEARN: 05:53 - Why someone might want to mine bitcoin, rather than just buying the asset. 21:09 - What led Whit to starting Compass. 24:33 - What other services are being offered at Compass Mining. 26:30 - What a mining pool is and how mining pools help hedge your risk mining bitcoin. 46:41 - How much it costs to purchase a miner, and what the economics looks like currently...

In this week’s episode, Robert Leonard talks with Tim Herman about a newly launched mortgage product that turns everyday homebuyers into cash buyers, what underwriting is and how it works, why individual homebuyers are now competing with large institutional players when buying single family homes, and much, much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 09:17 - Dropping out of school to b...

IN THIS EPISODE YOU’LL LEARN: 01:15 - What investments strategies are available? 01:15 - The strategies discussed are day trading, momentum, value, growth, and dividend. 01:15 - What each of those strategies consist of. 15:23 - Who each strategy is right for. 53:15 - Investing in starting your own business and becoming an entrepreneur. And more! *Disclaimer: Slight timestamp discrepancies may occu...

IN THIS EPISODE, YOU’LL LEARN:   06:21 - What lessons Ken has learned from studying financial history and relating it to today’s market environment. 14:34 - Ken’s approach to constructing a portfolio for his clients. 32:20 - Why January is often an indicator of how the market will perform throughout the year. 39:05 - Ken’s thoughts on holding bonds in the current market environment. 44:15 - Whethe...