The Intrinsic Value Podcast - The Investor’s Podcast Network

IN THIS EPISODE YOU’LL LEARN: What a Portfolio Manager does. What "Common Sense Investing" is and which of these ideas are missing in mainstream thinking today. Why an investor may not want diversification. What the pros and cons of buying or renting a home are. What is the efficient market hypothesis. And much, much more! BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage i...

IN THIS EPISODE, YOU’LL LEARN: 01:51 - How Robert ended up becoming a podcast host. 20:32 - What is included in the TIP Finance tool, and how he uses it in his own portfolio. 32:07 - Why Robert is bullish on FinTech companies, and which companies he owns to benefit from the trend to a cashless society. 41:36 - What real estate investments Robert currently holds. 45:33 - How Robert got a real estat...

IN THIS EPISODE, YOU’LL LEARN: 02:00 - How Tobias ended up becoming a value investor. 07:43 - What investors had a big impact on Tobias’ own development. 33:40 - How inflation impacts his overall thought process for stock investing. 41:23 - Tobias’ thoughts on an appropriate discount rate, and what discount rate Warren Buffett might be using in his valuation process. And much, much more! *Disclaim...

In this week’s episode, Robert Leonard talks with Alex Wieckowksi, also known as Alex and Books, all about exactly that, books! They talk about why and how to quit reading books, how you can find more time to read, how to read any book in one week, why speedreading is bad, how to find great books to read, and much, much more!  IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 05:35 - Why you should act...

IN THIS EPISODE YOU’LL LEARN: What is farmland investing. Why should you consider adding farmland to your portfolio. How farmland investing compares to other traditional investment classes like stocks and bonds. What are the typical returns for farmland investing. How COVID-19 has impacted agriculture technology, and what we can expect in the future. And much, much more! BOOKS AND RESOURCES Join t...

IN THIS EPISODE, YOU’LL LEARN: 00:37 - How encountering Warren Buffett changed Jake’s life. 09:36 - Jake’s motivation for writing The Rebel Allocator. 28:22 - Why Berkshire Hathaway’s recent underperformance shouldn’t concern investors at all. 30:41 - What Jake wishes he could go back and tell his 20 year old self. 50:18 - How Jake is positioning his portfolio in these expensive market conditions....

IN THIS EPISODE, YOU’LL LEARN: 07:31 - What opportunities Jason has been focusing on in 2021. 16:10 - What Jason looks for in companies he invests in. 19:40 - The business units that produce Amazon’s revenue. 30:29 - Why Amazon has been such a successful business over the past 20+ years. 41:09 - How Jason thinks about the valuation of Amazon as an investor. And much, much more! *Disclaimer: Slight...

In this week’s episode, Robert Leonard talks with Brandon Elliot all about Section 8 real estate investing, BRRRR investing, how credit works, and much, much more! Brandon is a successful real estate investor, entrepreneur, and podcast host. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 06:22 - How to find cities to invest in. 14:02 - What Section 8 investing is. 15:30 - Why Section 8 investing mig...

IN THIS EPISODE YOU’LL LEARN: 04:26 - How to rapidly advance your career. 06:00 - How to scale your income. 22:19 - The best ways to start an income producing project while in school or working a full-time job. 25:34 - The difference between “fake” net worth and real net worth. 27:29 - Why it is important to consider materiality when making investment decisions. 27:29 - Which real estate investing...

IN THIS EPISODE, YOU’LL LEARN: 02:01 - What types of companies 43North looks to invest in. 07:29 - What types of industries are currently most exciting from Kevin’s point of view. 11:16 - How studying human behavior can help you as an investor. 21:42 - The differences between working at a large corporation and working at a smaller company. 42:13 - How luck has played into the companies that Kevin...

IN THIS EPISODE, YOU’LL LEARN: 03:18 - Ryan’s overall investment strategy. 06:13 - How Ryan thinks about the valuation of the high quality companies he invests in. 17:52 - How inflation might affect a growth portfolio. 19:51 - The implications of the partnership between Tesla and Hertz. 25:35 - All of Tesla’s business segments, and which have the most potential to take Tesla’s stock to new highs i...

In this week’s episode, Robert Leonard teaches all about long-distance real estate investing by walking through his experience. He discusses how he got into real estate, what house hacking and long-distance real estate investing is, how to find markets to invest in, how you can buy properties you’ve never seen in cities you’ve never been to, and much, much more! IN THIS EPISODE, YOU’LL LEARN: 00:0...

IN THIS EPISODE, YOU’LL LEARN: 6:53 - What is a Main Street investor and what are the risks and opportunities for this type of investor? 10:05 - Why is the next recession going to be worse than previous ones? 35:25 - Why might Buffett be wrong regarding macro environments and interest rates?  60:26 - How can you position yourself to mitigate risk? And much, much more!  *Disclaimer: Slight timestam...

IN THIS EPISODE, YOU’LL LEARN: 04:01 - What has led to the surge in retail investors gaining access to financial markets. 15:50 - What ETFs are, and why we’ve seen increased interest in ETFs from retail investors. 17:43 - The benefits that ETFs bring relative to other investment products. 24:05 - A brief history of the options market. 28:52 - The benefits of utilizing options in your portfolio. 36...

Robert Leonard talks with Michael “Mike” Stohler about how to get into hotel investing with no or very little experience, how Airbnb and VRBO play into Mike’s strategy on hotels, how COVID made an impact on his business in the short-term, and how he expects it to continue to play out over the long-term, and much, much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 19:05 - Why Michael decided t...

IN THIS EPISODE, YOU’LL LEARN: 2:04 - Why Neil decided to become a digital marketing entrepreneur. 4:39 - How Neil funded his business. 6:14 - Should a new entrepreneur raise venture capital for their business? 9:05 - What it means to "own your dream" and how you can make your own luck. 21:28 - What are the four major hustles? And much, much more!  *Disclaimer: Slight timestamp discrepancies may o...

IN THIS EPISODE, YOU’LL LEARN:   02:33 - What the benefits are of having a financial planner. 21:16 - What millennials can do to find the right balance between preparing for your future, while still enjoying the present. 27:15 - What financial independence really means. 48:02 - Whether millennials should consider Bitcoin as a part of their financial plan. 49:24 - Jim's thoughts on how much Bitcoin...

In this week’s episode, Robert Leonard teaches all about investing in RV rentals by walking through his experience with his first RV rental investment. He discusses why he got into RV rentals, the different types of RVs there are and which are best, how to determine if there’s demand for RV rentals in your area, how to finance an RV, and a bunch more.  IN THIS EPISODE, YOU’LL LEARN: 02:10 - Why Ro...

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. What are the risks of investing in fine wine? And much, much more! BOOKS AND RESOURCES Join th...

IN THIS EPISODE, YOU’LL LEARN:   2:46 - What inspired Jason to go down the path of entrepreneurship. 7:16 - The biggest lessons Jason learned in working with over 20 start-ups over his life. 12:45 - The problems Jason is working to solve in the consumer debt space. 39:09 - The biggest financial mistakes Jason sees millennials making. 42:30 - Where Jason is taking the Relief App in the future. And...

Robert Leonard talks with Derrick Acuff about the lessons he learned from flipping and wholesaling real estate properties, how to manage many projects at once, some of the horror stories he’s experienced, how to find good contractors for deals and what red flags to watch out for when hiring one, what his strategy is for finding off-market deals, and much, much more! IN THIS EPISODE, YOU’LL LEARN:...

IN THIS EPISODE, YOU’LL LEARN: 1:42 - The best way for a millennial and/or new investor to get started investing.  5:43 - Whether you should pick individual stocks or just stick to ETFs. 7:18 - Which type of investment account you should use. 11:29 - How to analyze an individual company as an investment opportunity. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to...

IN THIS EPISODE, YOU’LL LEARN: 11:18 - What Simon’s take is on the Reddit and Wall Street Bet’s movement. 15:28 - What exactly is happening in China with the crackdown on tech companies. 28:12 - What is happening with shortages in the semiconductor industry and why it is important. 36:12 - What the space economy is and what types of companies are involved. 51:36 - What Affirm does and why they are...

Robert Leonard talks with Nico Ortega about what short-term rentals are and how they work, the difference between traditional short-term property management and traditional rental property management, what Nico is doing differently in this space with his company, and much, much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 11:32 - Where Nico came up with the idea of using a subscription model...

IN THIS EPISODE YOU’LL LEARN: 3:39 - How money in a high-yield savings account, like an emergency fund, actually lose money over time. 6:45 - Three major finance trends that have altered the investing landscape.  9:22 - What is "The Ultimate Liquidity Portfolio” strategy? 12:56 - Is it really necessary to have a mix of stocks and bonds in your portfolio to create wealth? 19:31 - How has this strat...