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

August 19, 2024MI365: The Memos of Howard Marks w/ Shawn O'Malley
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down 30 years’ worth of memos from one of Wall Street’s most storied investors: Howard Marks.
You’ll learn how Marks’s thinking about beating the market evolved over the course of his career, what it was like going through the 2008 Financial Crisis as a professional investor, the 5 market calls that Marks is most proud of, avoiding the cardinal sin of investing, plus so much more!

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
01:38 - Why steady, slightly above-average returns drive the best long-term returns
05:28 - How to find a balance between finding fewer losers and more winners
07:36 - How to intelligently bear risk for profit
13:48 - Why nobody knows what will happen next in a crisis
14:40 - Why booms and busts are inevitable
22:44 - When Marks realized the dot com bubble was going to pop
24:08 - How low interest rates drive investors to take risks
27:33 - Why beliefs about the housing market were wrong
30:45 - How Marks’s firm responded to the Great Financial Crisis
36:02 - How Marks understood when to start buying stocks again after the 2008 crash
37:59 - When Marks knew bargains were being offered in March 2020
39:37 - How to avoid the cardinal sin of investing
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.
2023 Memo: Taking The Temperature.
2023 Memo: Fewer Winners Or Losers?
2012 Memo: Deja Vu All Over Again.
2008 Memo: The Limits To Negativism.
2008 Memo: Nobody Knows.
2007 Memo: It’s All Good.
2005 Memo: Three They Go Again.
2004 Memo: Risk And Return Today.
2000 Memo: Bubble.com.
1990 Memo: The Route To Performance.
Benjamin Graham and David Dodd's book Security Analysis.
Jesse Livermore's book How To Trade In Stocks.
Edward Chancellor's book Devil Takes The Hindmost.
Howard Marks' book Mastering The Market Cycle.
Howard Marks' book The Most Important Thing.
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
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47 min
August 16, 2024MI Rewind: Do Stocks Only Go Up? w/ Brian Feroldi
Robert Leonard chats with Brian Feroldi about why personal finance isn’t widely spread in the US education system today, why stocks have value in the first place, what the Dow Jones Industrial Average, S&P 500, and the Nasdaq really are and how they differ, why public companies might issue new shares or even buy back their own shares, why the stock market generally goes up over a long time horizon, and much more!
Brian Feroldi has been intensely interested in money, personal finance, and investing ever since he graduated from college. Brian started investing in 2004. In the beginning, he got his teeth kicked in. His returns improved dramatically as he learned more about how the stock market works.

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
01:55 - Why personal finance isn’t widely spread in the US education system today.
06:19 - Why stocks have value in the first place.
11:27 - What the Dow Jones Industrial Average, S&P 500, and the Nasdaq really are and how they differ.
17:32 - What the difference is between a publicly vs privately traded company, and why a company would want to go public.
29:20 - Why public companies want their stock price to go up.
37:09 - Why public companies might issue new shares or even buy back their own shares.
42:12 - How Brian thinks about valuing a company.
55:53 - Why the stock market generally goes up over a long time horizon.
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 Brian’s new book, Why Does the Stock Market Go Up?
Check out all of Brian’s Motley Food Articles.
Related episode: Listen to MI082: You CAN Beat The Market W/ Brian Feroldi, 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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1 hr 6 min
August 12, 2024MI364: Lessons From Michael Mauboussin w/ Shawn O'Malley
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) shares his favorite insights from Michael Mauboussin’s excellent book, More Than You Know.
You’ll learn how the stock market is like a complex adaptive system, the importance of having a clear investment philosophy, the psychology of investing, how innovation and competition affect stock returns, how Mauboussin uses complexity theory as an investor, plus so much more!

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
02:00 - Why multi-disciplinary thinking matters so much to investors
03:55 - What a good investment process looks like and how to build one
05:39 - Why results can be so blinding to investors
08:39 - Why the magnitude of returns can matter more than frequency
10:13 - What are the commonalities between top investors
19:04 - How stress and other biases distort our thinking
25:57 - What the original Dow Jones index looked like
29:07 - How the boom and bust cycle for new industries unfolds
30:57 - Why companies’ assets don’t last as long as they used to
36:29 - Why using historic P/E ratios can be fraught
44:28 - How the wisdom of the crowds works
45:04 - How extreme events shape markets and the St. Petersburg paradox
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.
Michael Mauboussin's book, More Than You Know.
Nassim Taleb's book, The Black Swan.
Richard Foster and Sarah Kaplan's book, Creative Destruction.
Chris Zook and James Allen's book, Profit to the Core.
Pulak Prasad's book, What Darwin Taught Me About Investing.
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
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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54 min
August 09, 2024MI Rewind: Bitcoin and Financial Independence w/ Jim Crider
Clay Finck chats with Jim Crider about the benefits of having a financial planner, how millennials differ from other clients Jim has worked with, what it really means to achieve financial independence, how to deal with information overload, Jim’s thoughts on Bitcoin, and much, much more!
Jim Crider is the founder of Intentional Living FP which helps families achieve early financial independence. Intentional Living FP helps their clients navigate the decisions, opportunities, and obstacles that they face so their money is used efficiently and effectively to serve its purpose in your life.

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
02:33 - What the benefits are of having a financial planner.
07:36 - When someone should consider getting a financial planner themselves.
09:32 - The differences Jim has seen working with Millennials compared to other clients.
12:41 - How millennials living a busy life can stay on top of their finances.
22:36 - What millennials can do to find the right balance between preparing for your future, while still enjoying the present.
28:35 - What financial independence really means.
37:49 - Whether you should focus on paying off your debt early, or invest the extra cash.
37:49 - How to sort through and deal with information overload in a world where information is free and everywhere.
50:42 - Whether millennials should consider Bitcoin as a part of their financial plan.
50:42 - Jim's thoughts on how much Bitcoin to allocate in a portfolio.
55:29 - Jim’s recommended resources for learning about Bitcoin.
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.
Listen to Bitcoin Fundamentals hosted by Preston Pysh.
Related Episode: Listen to MI115: Young Investor’s Getting Started w/ Kelly Lannan, or watch the video.
Related Episode: Listen to BTC001: Bitcoin Common Misconceptions w/ Robert Breedlove, 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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57 min
August 05, 2024MI363: Valuing Universal Music Group w/ Shawn O'Malley
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Universal Music Group’s stock and what the music industry looks like from music labels’ perspective.
You’ll learn why Universal Music Group is a more reliable bet on the music industry than Spotify, why music labels have such compelling economics, Bill Ackman’s rationale for owning Universal, how AI could impact the music industry, and whether Universal is currently undervalued, fairly valued, or overvalued, plus so much more!

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
00:19 - Why Universal is a more reliable bet on the music industry than Spotify
03:44 - How streaming has increased the value of music rights
05:16 - What music labels do for artists
06:40 - What Universal’s advantage is as the largest global music label
07:44 -How Universal’s revenue streams breakdown
12:45 - Why Universal’s business is like selling shovels in a gold rush
18:30 - Why big stars still need music labels
18:50 - How Universal split off from Vivendi
20:40 - The risks from AI and Bill Ackman’s thoughts on AI
25:24 - What happened during Universal’s feud with TikTok
28:00 - What Universal’s health and wellness ambitions are for music
30:29 - Which challenges could hinder Universal the most
35:02 - How to value Universal like Bill Ackman
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 presentation on Universal stock.
Music Streaming Royalties 101 article.
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
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49 min
August 02, 2024MI Rewind: The Millionaire Fastlane w/ MJ DeMarco
Clay Finck chats with MJ DeMarco about why he chose entrepreneurship as his path to building wealth, his journey in building a successful business, how he knew it was time to sell what he built, why following your passion is bad advice when starting a business, what MJ’s definition of wealth is, ways in which entrepreneurs can validate their business ideas, and much more!
MJ DeMarco is an entrepreneur and international best selling author of The Millionaire Fastlane, Unscripted, and The Great Rat Race Escape.

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
04:30 - Why MJ chose entrepreneurship as his preferred path to building wealth.
09:52 - MJ’s journey to building his first successful business.
18:14 - How he knew it was time to sell out of his business.
22:19 - Why following your passion in starting a business is bad advice.
26:03 - What MJ’s definition of wealth is.
40:14 - Ways in which entrepreneurs can validate their business ideas.
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 MJ’s book, The Millionaire Fastlane.
Check out MJ’s book, Unscripted.
Check out MJ’s book, The Great Rat Race Escape.
Read MJ’s Fastlane Forum.
Related episode: Listen to: MI069: Practical Strategies For Starting A Business W/ Steve Hoffman, watch the video.
Related episode: Listen to: MI071: How To Become A Successful Entrepreneur w/ Sean Castrina, 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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49 min
July 30, 2024 Millennial Investing Podcast Trailer
Millennial Investing by The Investor’s Podcast Network is hosted by Shawn O’Malley.
Millennial Investing by The Investor’s Podcast Network is hosted by Shawn O’Malley.This popular podcast has been downloaded over 10 million times and dives into a range of topics from a value investor’s perspective. From the lessons of history’s best investors to breaking down interesting companies, outlining different approaches to stock investing, recapping the most influential investing books ever written, and more — Millennial Investing has everything you need to help you on your investment journey.
Tune in each week and start growing your knowledge and wealth today!
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3 min
July 29, 2024MI362: The Story Of Spotify And Valuation w/ Shawn O'Malley
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) tells the story of Spotify, the music and podcast streaming app that hundreds of millions of people worldwide use.
You’ll learn about how streaming saved the recorded music industry, Spotify’s origins, the economics of music streaming, Spotify’s business model, risks, and future outlook, as well as Shawn’s valuation of the stock and how you can create your own, plus so much more!

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
01:45 - How the music industry was consumed by piracy and how streaming changed that.
02:56 - How Spotify disrupted the iTunes Store and Apple.
05:09 - Why Spotify’s service is so sticky.
05:23 - What are the keys to Spotify’s business model and future growth.
17:15 - What challenges Spotify faces from its competition.
20:42 - How Spotify transitioned from just music to being a broader audio streaming service.
24:21 - How Spotify can improve its profit margins.
27:50 - How music royalties work and how Spotify’s relationships with music labels works.
40:42 - What it looks like to build a financial model for big tech companies.
32:44 - Which metrics Spotify must focus on to justify its current valuation.

*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 The Spotify Play: How CEO and Founder Daniel Ek Beat Apple, Google, and Amazon in the Race for Audio Dominance by Sven Carlsson and Jonas Leijonhufvud.
Follow Sleepwell Capital for insights on the music industry.
Music Streaming Royalties 101 article.
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
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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49 min
July 26, 2024MI Rewind: Why Buy Bitcoin w/ Andy Edstrom
Clay Finck chats with Andy Edstrom about why Bitcoin should be considered as a part of an investment portfolio, how Andy thinks about valuing Bitcoin as an investment, how investors can potentially keep themselves from ‘buying the top’ in Bitcoin, the 14 characteristics of money and how Bitcoin stacks up against gold and fiat currency, some of the common misconceptions around Bitcoin, and much, much more!
Andy Edstrom, CFA, CFP is a wealth manager at Wescap Group and is Managing Director of Swan Advisor Services.

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
02:00 - How Andy discovered Bitcoin and ended up buying it.
07:40 - Why investors should consider adding Bitcoin as a part of their portfolio.
07:40 - Why Bitcoin has a lot of potential to continue achieving very high returns.
26:13 - How Andy thinks about the value of Bitcoin today when buying it for his portfolio.
26:13 - How investors can potentially keep themselves from ‘buying the top’ in Bitcoin.
40:53 - Why it’s important to first understand money, what is good money versus what is bad money.
40:53 - What the 14 characteristics of money are.
58:17 - What is driving the continued growth in the adoption of Bitcoin in portfolios?
58:17 - Why El Salvador is embracing Bitcoin and what countries might be next.
01:18:01 - What makes Bitcoin different from all of the other cryptocurrencies?
01:18:01 - Why Bitcoin incentivizes the movement towards renewable and green energy.
01:27:12 - Why the US government is not likely to ban Bitcoin.
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 Swan Advisor Services.
Andy’s book, Why Buy Bitcoin.
Trade Bitcoin with Swan.
Check out TIP’s Mayer Multiple and the Mayer Multiple Twitter Account.
Square and Ark Invest’s Report, Bitcoin is Key to an Abundant, Clean Energy Future.
Explanation of the Lindy Effect.
Related Episode: Listen to MI032: Bitcoin, Cryptocurrencies, and Blockchain (Part 1) w/ Preston Pysh, or watch the video.
Related Episode: Listen to MI044: Bitcoin, COVID-19, And Macroeconomics For Beginners Part 1 w/ Pomp, 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
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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1 hr 32 min
July 22, 2024MI361: Poor Charlie's Almanack w/ Shawn O'Malley
In today’s episode, Patrick Donley (@JPatrickDonley) sits down with Shawn O’Malley, Chief Editor of our newsletter, We Study Markets, to discuss what his main takeaways were from doing a deep dive into the wit and wisdom of Charlie Munger from Poor Charlie’s Almanack.
You’ll learn how Ben Franklin inspired Munger, how Buffett and Munger developed their relationship, what the key character traits were that made Munger a great investor, why it is important to be a multi-disciplinary thinker, what elementary worldly wisdom is and how to develop it, what the psychology of human misjudgment is and how to avoid it to lead a better life, plus so much more!

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
02:17 - How Ben Franklin inspired Charlie Munger.
05:32 - How Buffett and Munger developed their relationship.
08:42 - What key character traits made Munger a great investor.
12:33 - How Munger served as a trusted devil’s advocate to Buffett.
15:30 - Why it is so important to be a multi-disciplinary thinker to succeed as an investor.
18:54 - What is elementary worldly wisdom.
25:38 - What is the psychology of human misjudgement and how to avoid it.
32:04 - Why academics should focus more on microeconomics.
35:37 - What is febezzlement.
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.
Lawrence Cunningham’s book, The Essays of Warren Buffett.
Benjamin Graham’s book, The Intelligent Investor.
William Thorndike’s book, The Outsiders.
Peter Kaufman's book, Poor Charlie’s Almanack.
Robert Cialdini's book, Influence.
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 Patrick: Twitter | Email
Connect with Shawn: Twitter | LinkedIn | Email
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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45 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.