The Intrinsic Value Podcast - The Investor’s Podcast Network

In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with Isaac French, designer and builder of Live Oak Lake, a gorgeous 7-unit nature-immersive retreat located just outside Waco, Texas. In this episode, Isaac shares how he did all of this, his early days as an entrepreneur growing up in an intentional community, the role of faith in his life, and how he utilized social media to fue...

On today’s Millennial Investing Rewind Episode, Robert Leonards chats with Chris Kawaja to learn about why and how he believes you should be investing your emergency fund, using The Ultimate Liquidity Portfolio strategy. Chris is a Stanford and Harvard graduate who worked at Goldman Sachs and Bridgewater Associates, which some may recognize as this super investor, and one of my favorite investors,...

Kyle Grieve chats with Braden Dennis about his entrepreneurial history and how it impacted his stock investing, how his background in engineering has helped him solve problems, why he created FinChat and where he sees it going in the future, his investing philosophy, the future of AI for finance use cases, how he utilizes KPIs in investing using technology, why he’ll regret not owning Costco, and...

In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with Dickie Bush, a former BlackRock portfolio manager turned digital entrepreneur. You’ll learn the secrets to Dickie’s success in football, on Wall Street, online as a writer and content creator, and even how he lost 100 pounds after his football career at Princeton ended.  Dickie co-founded Ship30For30, a cohort-based course whi...

On today’s Millennial Investing Rewind Episode, Robert Leonard chats with Jose Hernandez and Alan Angeloni about their journey into entrepreneurship, becoming social media gurus, building a successful financial education platform, and ultimately escaping Wall Street. Jose Hernandez is a former wealth manager for one of the largest firms in the world, who left that career behind to pursue his dream...

In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with Camp who is a Certified Financial Planner to talk about how to create a work optional life. You’ll learn what Rachael’s first steps and questions are to her clients, how she manages her own financial life, what the biggest mistakes people make with their finances, her thoughts on renting vs. buying, and so much more! Rachael i...

In this week’s episode, Patrick Donley sits down with Sieva Kozinsky to do a deep dive into his entrepreneurial career and his journey to building his holding company, Enduring Ventures. You’ll learn about Sieva’s early adventures in entrepreneurship, the inspiration Berkshire Hathaway provided, the importance of partnering with the right people, and so much more! Sieva Kozinsky is an entrepreneur...

On today’s Millennial Investing Rewind Episode, Robert Leonard chats with Eric Jorgenson about who Naval Ravikant is, why he wanted to write a book about him as a guide to wealth and happiness, how his strategy of not making any money out of the book came about and why he chose to go that route, the most important thing Eric has learned from Naval, and much, much more! IN THIS EPISODE, YOU’LL LEAR...

Kyle Grieve chats with Stephen Clapham about how to use “laterals” to leverage your circle of competence and find great ideas, simple ways to test your investment hypothesis, methods to reduce your exposure to investing frauds, the importance of investing in businesses with properly incentivized management, why you should pay close attention to the value a business's debt, the role that stock char...

Patrick Donley sits down with John Wilson to learn about the world of home service holding companies. You’ll learn about how he bounced back from consumer loan and medical debt largely through hard work and self-education, why he decided to form a holding company, what his first acquisitions were, the importance of picking the right partner, and so much more! John Wilson is a 3rd generation home s...

Robert Leonard brings back Simon Erickson to review the growth investing strategy and how investors can start with this strategy. Robert and Simon discuss how to find the right investments, portfolio allocation, what are the biggest deal breakers after analyzing these companies, when to sell stocks, and more! IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:40 - What does it mean to buy companies no...

Patrick Donley sits down with Lauren Keen Aumond to talk about her journey to financial independence. They also touch on how she learned how to ignore the Joneses, what her real estate portfolio looks like, how she found the right strategy that works for her, how she educated herself in both real estate and personal finance, and so much more. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 01:59 - How...

Patrick Donley sits down with Noah Kagan to talk about his new book, "Million Dollar Weekend". You’ll learn about the early struggles of Noah’s career, the two main things that hold people back from their entrepreneurial dreams, why launching a business doesn’t need to be risky and why now is the best time to do it, why Noah walked out of a Tony Robbins seminar, and much more! IN THIS EPISODE, YOU...

In this MI Rewind Episode, Robert Leonard chats with Jason Harris about what it means to be an “influencer,” the four principles for being a master influencer, how personal character is more important than facts and arguments when it comes to persuasion, all the ways empathy plays into business, and much, much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 19:41 - All the ways that empathy pla...

Kyle Grieve chats with Brian Feroldi about why he decided to write his book “Why Does The Stock Market Go Up?”, his favorite lessons from the late and great Charlie Munger, and a whole lot more! IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 05:13 - The importance of simplifying investing concepts. 13:15 - Industry-specific metrics to track. 13:15 - How to identify key performance indicators. 19:29 -...

In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with Kyle Grieve to talk about his transformation into a value investor. They dive into his early investing mistakes, the biggest lessons from his guests on Millennial Investing, how he mitigates risk and what his research process is like, what both fatherhood and Jiu Jitsu have taught him about investing, and much, much more! Kyle...

In this MI Rewind Episode, Robert Leonard chats with Jesse Mecham to talk about how abiding by simple budgeting can set you up for success in the future. Jesse founded You Need A Budget (YNAB) in 2004 while he was still in college. YNAB has grown into a leading software and proven method that helps its users get out of debt and have more control over their money. IN THIS EPISODE YOU’LL LEARN: 00:0...

In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with Chris Powers to talk about his journey from purchasing his first rental at 17 to becoming Chairman of Fort Capital and host of the entrepreneurial podcast, The Fort. They dive into the sacrifices Chris has had to make to get to where he is today, the struggles along the way, the role of mentorship and faith in his life, what h...

In this MI Rewind Episode, Robert Leonard chats with Andrew Gazdecki about what Microacquire is, how he built it, and what his goal is with this company; how he thinks about smaller, bootstrapped companies versus large, venture-backed ones that are trying to be worth a billion dollars; why VC-backed companies generally get all the news coverage and what Andrew is doing to change this, and much, mu...

Kyle Grieve chats with Compounding Quality about the benefits of quality investing, the tenets of a quality business, why returns on invested capital are the most important metric for measuring quality, the aspects of a quality management team, the attributes of a successful investor, the simple way to measure the returns of an investment, and a whole lot more! IN THIS EPISODE, YOU’LL LEARN 00:00...

Robert Leonard chats with Dr. Robert Cialdini to discuss his book Influence, New and Expanded: The Psychology of Persuasion. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:17 - What influence is and why there is so much psychology in persuasion. 07:37 - What the levers of influence are. 27:36 - How the world of digital business is impacted by influence. 32:06 - What makes our cell phones addicting...

Kyle Grieve chats with Rayna Lesser Hannaway about her business flywheel model to identify great businesses, a use case of the business flywheel on one of Polen Capital’s holdings, Globant, the strength of businesses with repeatable sales, the advantages of investing in small-cap stocks, how to deal with valuations in high-quality businesses, how to determine when to exit an investment based on a...

Patrick Donley (@JPatrickDonley) sits down with Dave Meyer, VP of Data and Analytics at Bigger Pockets and author of the forthcoming book, Start with Strategy. They do a deep dive and discuss why picking the right strategy is key to your real estate investment success. You’ll also learn how Dave got into financial independence, what the early days of Bigger Pockets were like, and also Dave’s thoug...

Tom Sosnoff discusses the ins and outs of options trading – how it works, some strategies for beginners, and its expected returns and risks. Tom is a well-known entrepreneur and options trader. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:34 - What options trading is. 05:53 - Why it is important to consider implied volatility when trading options. 10:04 - If you should be trading options. 10:04...

Kyle Grieve chats with Tobias Carlisle about the key findings from his book on value and concentrated investing, the power of mean reversion and its role in providing value in undervalued stocks, conclusions from academic research on concentration and diversification, the role of courage in investing, some excellent points on concentration from investing legends like Warren Buffett and John Maynar...