The Intrinsic Value Podcast - The Investor’s Podcast Network

By The Investor's Podcast NetworkBusiness Education Investing

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The Intrinsic Value Podcast - The Investor’s Podcast Network episodes

September 23, 2024MI370: The Company Behind The S&P 500: Valuing S&P Global w/ Daniel Mahncke
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) is joined by stock investor and founder of The All-in-One Investing Platform, Daniel Mahncke, to break down the company behind the S&P 500 index: S&P Global.
You’ll learn about the five different business units at S&P Global, how the company has built up such deep moats in its credit ratings and indices businesses, how the company’s merger with IHS Markit has affected its future outlook, why the company faced allegations of enabling the Great Financial Crisis, its current valuation and intrinsic value estimate, plus so much more!

Prefer to watch? Click here to watch this episode on YouTube.

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
06:30 - How S&P Global was formed and which business units are most important today
07:09 - Why S&P Global is such an important company behind the scenes in financial markets
12:43 - What credit ratings are and why they matter to companies
17:03 - How S&P Global provides data to participants throughout financial markets
35:27 - What was S&P Global’s role in the Great Financial Crisis
38:05 - Why the company is so attractive to investors
39:09 - What risks undermine S&P Global’s future returns
41:51 - Whether Shawn and Daniel think the stock offers good value today
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Daniel Mahncke’s All-In-One Investing Platform.
Value Investors Club post breaking down S&P Global.
Try valuing S&P Global for yourself with our TIP Finance tools.
Andrew Ross Sorkin's book, Too Big to Fail.
Check out the books mentioned in the podcast here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Shawn: Twitter | LinkedIn | Email
Connect with Daniel: Twitter | LinkedIn

HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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50 min
September 20, 2024MI Rewind: Alphabet Stock Deep Dive w/ Rihard Jarc
Clay Finck chats with Rihard Jarc to do a deep dive on Alphabet’s stock, better known as Google. We cover what Alphabet’s main sources of revenue are, why Google search is such a valuable resource for advertisers to acquire new customers, what is included in Alphabet’s ‘other bets’ line of business, where Alphabet sits in the AI industry, potential risks for Alphabet, why Rihard is bullish on AirBnB, and much more!
Rihard Jarc is the Chief Investment Officer of New Era Funds and runs an investment newsletter called Uncover Alpha.

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
02:04 - What Alphabet’s main sources of revenue are.
06:39 - Why Google is such a valuable resource for advertisers to acquire new customers.
15:55 - What is included in Alphabet’s ‘other bets’ line of business?
18:21 - How Rihard projects revenue for Alphabet going into the future.
24:01 - Where Alphabet sits in the AI industry.
27:00 - Whether Alphabet’s cash pile is excessive or not.
34:38 - Potential risks investing in Alphabet.
40:46 - Why Rihard is bullish on AirBnB.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Related episode: Listen to MI165: Is FAANG The New Value? w/ John Huber, or watch the video.
Related episode: Listen to MI124: Is Amazon a Value Stock? w/ Jason Moser, or watch the video.
Check out the books mentioned in the podcast here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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45 min
September 16, 2024MI369: The Anatomy of The Bear: Digging Through Financial History w/ Shawn O'Malley
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down two of the greatest bear market bottoms in stock market history which left stocks incredibly undervalued, as outlined by Russell Napier’s book The Anatomy of the Bear.
You’ll learn why it’s important to study financial history, what bear markets have in common, how the bear market of 1921 differed from 1932, how the financial system has evolved over the last century, which factors really caused the Stock Market Crash of 1929 and the Great Depression, plus so much more!

Prefer to watch? Click here to watch this episode on YouTube.

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
01:31 - Why it’s important to study financial history
03:53 - What similarities and differences there are between major bear markets
08:51 - Why the Federal Reserve was first founded and how its role evolved
10:22 - What types of stocks led the stock market across the 1910s and 1920s
11:56 - What circumstances led up to the great bottom of 1921 and how you could have identified the bottom
38:44 - Why the economy boomed in the 1920s
47:17 - What sparked the Stock Market Crash of 1929
55:40 - How a stock market selloff turned into an economic depression

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Russell Napier's book, The Anatomy of the Bear.
The Library of Mistakes website.
Russell Napier’s newsletter.
Check out the books mentioned in the podcast here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Shawn: Twitter | LinkedIn | Email

HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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1 hr 1 min
September 13, 2024MI Rewind: Studying Billionaires & Portfolio Allocation w/ Trey Lockerbie
Clay Finck chats with Trey Lockerbie about how his investment strategy has changed with the everchanging macro landscape, how he analyzes the opportunity cost between individual stocks, what asset classes he invests in, how he became the host of TIP’s flagship show, We Study Billionaires, how his kombucha company was able to get stocked at Target and Costco, how being an investor has made Trey a better businessman, and a whole lot more!
Trey Lockerbie is the co-founder and CEO of Better Booch, and previously the co-host of The Investor’s Podcast’s flagship show, We Study Billionaires.

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
01:50 - How Trey’s investment strategy has changed with the everchanging macro landscape.
04:30 - How he analyzes the opportunity cost between two different individual stocks.
04:30 - What asset classes he invests in.
34:21 - What he'll be eyeing in the months ahead.
36:37 - How Trey became the host of We Study Billionaires.
51:48 - How his company was able to get stocked at Target and Costco.
53:53 - How being an investor has made Trey a better businessman.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Trey’s company, Better Booch.
Related episode: MI161: Building a Balanced Portfolio w/ Dan Rasmussen.
Related episode: MI135: Bitcoin is for Millennials w/ Preston Pysh.
Related episode: MI127: Life as a Podcast Host, Investing in FinTech, and Buying Rental Properties w/ Robert Leonard.
Check out the books mentioned in the podcast here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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55 min
September 09, 2024MI368: Bill Ackman: The Highs and Lows w/ Shawn O'Malley
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down the rollercoaster ride of Bill Ackman’s career, who is one of the most famous investors alive.
You’ll learn about how Ackman’s career got its start, why his biggest successes were so brilliant, why his biggest losses were so painful, what his current portfolio looks like, why his company is looking to IPO, and what sparked his decade-plus feud with billionaire Carl Icahn, plus so much more!

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
02:24 - How Bill Ackman’s career got its start
03:56 - What started the feud between Bill Ackman and Carl Icahn
08:38 - Why Ackman’s first hedge fund, Gotham Partners, failed
15:54 - How Ackman was able to foresee MBIA’s collapse and the 2008 Financial Crisis
19:39 - Why Ackman wanted Wendy’s to spin off Tim Horton’s
22:01 - How Ackman made one of the greatest hedge fund trades ever
30:14 - Why Ackman’s campaign against Herbalife was a financial fiasco but not necessarily wrong
31:36 - What Ackman got incorrect about Valeant Pharmaceuticals
44:37 - What Ackman’s portfolio looks like today and his latest ventures
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Bill Ackman’s question at the 1998 Berkshire shareholder meeting.
2003 NYT article on Gotham Partners.
Highlights from the Bill Ackman and Carl Icahn debate over Herbalife.
Christine Richard's book, Confidence Game.
Bill Ackman’s research on MBIA.
Bill Ackman’s letter to Wendy’s CEO in 2005.
Check out Betting On Zero — Herbalife movie.
Check out the books mentioned in the podcast here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Shawn: Twitter | LinkedIn | Email

HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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49 min
September 06, 2024MI Rewind: The Science of Hitting w/ Alexander Morris
Clay Finck chats with Alexander Morris about the initial things Alex looks at when analyzing a company, why paying up for quality companies is acceptable for long-term investors, how ROIC plays a role in Alex’s investment decisions, why Alex recently added Spotify to his portfolio, how Alex thinks about Spotify’s valuation and their path to profitability, and much more!
Alexander Morris provides high-quality equity research with deep dive company analysis and complete portfolio transparency through his newsletter, The Science of Hitting. Prior to working on his newsletter full-time, Alex was an analyst for an RIA for 10 years.

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
03:00 - The initial things Alex looks at when analyzing a company.
08:37 - Why paying up for quality companies is acceptable for long-term investors.
11:33 - How ROIC plays a role in Alex’s investment decisions.
13:58 - What the objective of Alex’s portfolio is.
32:37 - Why Alex recently added Spotify to his portfolio.
35:59 - How Alex thinks about Spotify’s valuation and their path to profitability.
44:38 - The mistakes that Alex has learned over the years.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Check out Alex’s Newsletter.
Read Sven Carlsson’s book, The Spotify Play.
Read Peter Lynch’s book, One Up on Wall Street.
Read Peter Lynch’s book, Beating the Street.
Read Berkshire’s shareholder letters.
Related episode: Listen to MI149: Peter Lynch & GARP Investing w/ Robert Reynolds, or watch the video.
Related episode: Listen to MI131: Richer, Wiser, Happier w/ William Green, or watch the video.
Check out the books mentioned in the podcast here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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59 min
September 02, 2024MI367: How to Invest in the Best of the Best: Quality Investing w/ Shawn O'Malley
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down different investors’ approaches to finding the best of the best companies to own. It’s a strategy known as Quality Investing, and it differs from value investing because quality investors are more focused on finding companies to own forever, as opposed to selling them if they rise above their current intrinsic value.
You’ll learn how definitions of quality vary, how quality investing is still rooted in value investing, what the patterns and building blocks of high-quality companies are, why pricing power is a great way to identify quality businesses, how Chuck Akre approaches quality investing, what Jim Collins’ research on enduringly great companies reveals, and how Chris Mayer finds stocks with 100-to-1 returns—plus so much more!

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
02:15 - How Quality Investing traces back to Ben Graham
03:10 - What quality investing is generally, and how it differ from other strategies
03:32 - What are the patterns and building blocks of quality businesses
07:51 - Why pricing power is so important to quality stocks
12:37 - How Chuck Akre’s three-legged stool approach to quality investing works
22:12 - What Jim Collins’ intensive study of enduringly great companies reveals for investors
29:57 - How Chris Mayer finds stocks that generate 100-to-1 returns
32:46 - How to define and determine whether a company has a winning corporate culture
41:55 - Why quality investing is really an art form
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Compounding Quality’s Investing Philosophy.
Three-Legged Stool Masterclass.
Chris Mayer’s blog
Jim Collins' book, Built to Last.
Thomas Peters' book, In Search of Excellence.
Michael Porter's book, Competitive Advantage.
Lawrence Cunningham's book, Quality Investing.
Thomas Phelps' book, 100 to 1 in the Stock Market.
Jim Collins' book, Good to Great.
Chris Mayer's book, 100 Baggers.
Long Equity's book, The Intelligent Quality Investor.
Check out the books mentioned in the podcast here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
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Connect with Shawn: Twitter | LinkedIn | Email

HELP US OUT!
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47 min
August 30, 2024MI Rewind: Is FAANG the New Value? w/ John Huber
Clay Finck chats with John Huber about the edge retail investors can have to beat the market, how watching sports has helped John become a better investors, what to look for in a company to determine it if has a strong moat and competitive advantage, John’s thought’s on portfolio allocation and selling winners, the three factors that go into a stock’s overall return, what led John to recently making Amazon his biggest position in his portfolio, and much more!
John Huber is the Managing Partner of Saber Capital Management, LLC. Saber manages separate accounts as well as a partnership modeled after the original Buffett Partnership fee structure.

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
06:57 - How retail investors can have an edge over other investors in the market.
10:08 - How watching sports has helped John become a better investor.
16:04 - What to look for in a company to determine if it has a strong moat and competitive advantage.
27:16 - John’s thoughts on portfolio allocation and selling winners.
31:52 - The three factors that go into a stock’s overall investment return.
42:50 - What led John to recently making Amazon his biggest position in his portfolio.
56:05 - Whether John considers the company’s impact on society when forming his investment thesis.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Check out John’s fund and research, Saber Capital Management.
Related episode: Listen to MI125: Investing Like Warren Buffett w/ Jake Taylor, or watch the video.
Related episode: Listen to MI159: The Science of Hitting w/ Alexander Morris, or watch the video.
Check out the books mentioned in the podcast here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

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1 hr 1 min
August 26, 2024MI366: Bill Miller: The Man Who Beat the Markets 15 Years in a Row w/ Shawn O'Malley
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down the life and career of the great Bill Miller, the only investor to ever beat the market for 15 consecutive years.
You’ll learn how Miller invested in his first stock, Miller’s investment approach and how it differs from classical value investors, what Miller recognized as an early investor in Amazon, why he’s bullish on Bitcoin, how Miller bounced back from the 2008 Financial Crisis, how philosophy shaped his performance as an investor, plus so much more!

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
00:08 - How Miller got his start as an investor
03:27 - How philosophy shaped Miller’s investment approach
05:26 - What is different about how Miller thinks about value investing
08:52 - What Miller recognized about Amazon before Wall Street
10:07 - Why most investors don’t have enough factor diversification
11:22 - What Miller learned from Peter Lynch
17:36 - How the cost of capital impacts companies’ ability to create shareholder value
20:57 - What went wrong for Miller during the Financial Crisis
24:09 - Why Miller decided to go solo and leave Legg Mason
31:02 - Why Miller and his son are bullish on Bitcoin
35:07 - Why Miller is usually worried about nothing in markets

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
R.J. Shook's book, The Winner’s Circle.
Peter Lynch's book, One Up On Wall Street.
William Green's book, Richer, Wiser, Happer.
Check out The Value Investor’s Case for Bitcoin.
Check out Why I’m Still Betting on Bitcoin.
Check out the books mentioned in the podcast here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Shawn: Twitter | LinkedIn | Email

HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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42 min
August 23, 2024MI Rewind: Investing in the Oil and Gas Industry w/ Grant Norwood
Robert Leonard chats with Grant Norwood about the oil and gas industry, and why investors should consider this potentially lucrative space. Grant is the president of Norwood Energy Corporation, a Texas-based oil and gas exploration company.

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
02:18 - The current state of the oil and gas industry.
04:16 - Why you should consider investing in oil and gas companies.
10:12 - What is the difference between passive investing and buying stock in this industry?
17:45 - Which types of investors should consider this strategy?
22:04 - About current oil prices.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Rick Ferri’s book The Power of Passive Investing.
Taylor Larimore’s book The Bogleheads’ Guide to the Three-Fund Portfolio.
Joel Greenblatt’s book The Little Book That Still Beats the Market.
Guy Spier’s book The Education of a Value Investor.
Check out the books mentioned in the podcast here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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36 min

About The Intrinsic Value Podcast - The Investor’s Podcast Network

From the publisher's feed

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 stock portfolio.