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

January 09, 2024MI317: Investing WIth Safeguards: Spotting and Correcting Common Mistakes w/ Brian Feroldi
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 - Why gross margins are so important for identifying moats.
23:03 - What to avoid on the financial statements to reduce mistakes.
45:57 - What you should focus on when looking at the income statement, cash flow statement, and balance sheet to improve your investing.
47:40 - Why market timing is much less important than people give it credit for.
50:44 - The mistakes businesses make doing incorrect buybacks.
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.
Read "Why Does The Stock Market Go Up?" here.
Subscribe to Brian’s Newsletter here.
Take Brian’s course “Financial Statements Explained Simply” here.
Watch Charlie Munger’s Psychology Of Human Misjudgement here.
Check out the books mentioned in the podcast here.
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 Kyle: Twitter | LinkedIn | Website
Connect with Brian: Twitter | YouTube | LinkedIn
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1 hr
January 08, 2024MI316: The Making of a Value Investor w/ Kyle Grieve
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 is a value investor, author, and manager of his family portfolio. While Kyle took up stock investing his main job was working as a smart home integrator and network specialist. Now, Kyle is living his dream of learning how to invest and helping to educate other investors who are a few years behind him experience-wise as co-host of both Millennial Investing and We Study Billionaires. He is also an integral part of the TIP Mastermind Community.
Kyle is passionate about helping others improve their financial sophistication and helping people take their wealth into their own hands.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:33 - What Kyle’s journey to value investing looked like.
04:18 - What his early investing mistakes were.
04:35 - The 3 books that made the biggest impact on his investment philosophy.
06:29 - Who Kyle would love to sit down next to on a long flight.
11:34 - What it has been like for him joining The Investor’s Podcast Network team as a host.
13:46 - What Kyle’s writing process is like.
15:42 - Understanding what a “spawner” is.
17:57 - What his biggest lessons from his favorite guests have been.
28:46 - What the benefits are of being part of the TIP Mastermind community.
37:21 - What metrics Chris Mayer looks at to determine future 100-baggers.
35:22 - What the advantages of investing internationally are.
39:30 - How Kyle mitigates risk and 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.
Peter Kaufman's Poor Charlie’s Almanack.
Phil and Danielle Town's Invested.
Howard Marks' The Most Important Thing.
Benjamin Graham's The Intelligent Investor.
Peter Lynch's One Up on Wall Street.
Related video: Li Lu video at Columbia University.
Commentary: Mohnish Pabrai on Coca Cola.
Gautam Baid's Joys of Compounding.
Pulak Prasad's What I Learned About Investing from Darwin.
Shane Parrish's Great Mental Models.
Lawrence Cunningham's Margin of Trust.
Related Episode: MI305: Exploring the DNA of Quality Businesses w/ Lawrence Cunningham | YouTube video.
Related Episode: MI310: A Serial Acquirer’s Deep Dive w/ Chris Mayer | YouTube video.
Related Episode: MI307: Unpacking the Money Mind w/ Robert Hagstrom | YouTube video.
Related Episode: TIP531: The Best Capital Allocator You’ve Never Heard Of | YouTube video.
Check out Kyle's episode TIP587: Dino Polska | YouTube video.
Check out the books mentioned in the podcast here.
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: (@JPatrickDonley): Twitter
Connect with Kyle: Twitter | LinkedIn | Website
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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59 min
January 05, 2024MI Rewind: To Be A Successful Investor, You Need A Budget w/ Jesse Mecham
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:
00:00 - Intro
01:43 - How the idea of You Need A Budget came to be.
02:50 - If you need to raise capital to start a business.
04:31 - What is the Four-Rule Method of budgeting, and why it works?
17:30 - How can you roll with the punches when it comes to budgeting?
20:04 - Why budgeting is crucial to being a successful investor.
22:11 - What does it mean to age your money?
And much, much more!

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 You Need A Budget.
JL Collin’s book The Simple Path to Wealth.
Thomas Stanley and William Danko’s book The Millionaire Next Door.
Ramit Sethi’s book I Will Teach You To Be Rich.
Erin Lowry’s book Broke Millennial.
Check out the books mentioned in the podcast here.
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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43 min
January 01, 2024MI315: The Power of Mentorship w/ Chris Powers
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 he learned from Sam Zell on how to be a great investor, and so much more.
Chris is a serial entrepreneur with more than 18 years of real estate development and investment experience. He founded Fort Capital and to date, the company has invested over $2B in Class B industrial, commercial, multifamily, student housing, and residential / land development projects throughout the state of Texas and the Sunbelt.
Chris’s ability to conceptualize, raise capital, and execute are only a small part of what Chris brings to the table as Fort Capital’s Executive Chairman.

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro.
02:23 - What sacrifices Chris Powers has had to make to be Chris Powers.
05:32 - The danger of pursuing status games.
05:56 - What impact Chris’ father had on his life and career.
13:19 - How his life changed after his father decided to go back to medical school in his 30’s.
44:01 - How mentorship has played a major role in his life.
49:45 - How the role of faith has impacted his life and career.
59:01 - How podcasting has opened up doors.
59:21 - What the next 10 years will look like.
61:55 - What an average day is like for Chris.

*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.
Am I Being Too Subtle by Sam Zell.
Good to Great by Jim Collins.
The Fort podcast with Chris Powers.
Listen to REI184: Beauty in Broken Things w/ John Marsh | YouTube video.
Check out the books mentioned in the podcast here.
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: (@JPatrickDonley): Twitter
Connect with Chris: Website | Twitter
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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1 hr
December 29, 2023MI Rewind: You Don't Have to Go Big w/ Andrew Gazdecki
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, much more!

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:29 - What the first steps are to getting a new business off the ground.
32:04 - Why having a great product is not enough in today’s world and why relying on this is a losing strategy.
32:04 - How someone with a faulty sales process can fix it.
32:04 - How to focus on one thing as an entrepreneur and how to determine what that one thing should be.
52:15 - What it means to “build in public” and why Andrew has chosen to go this route.
And much, much more!

BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Eric Ries’ book The Lean Startup.
Pat Flynn’s book Will It Fly?.
Chris Guillebeau’s book Born for This.
The Shark’s book Shark Tank Jump Start Your Business.
Check out the books mentioned in the podcast here.
NEW TO THE SHOW?
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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54 min
December 26, 2023MI314: The Art Of Quality Investing w/ Compounding Quality
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 - Intro
07:28 - Why investing in quality is so attractive to investors.
12:40 - The data behind the success of founder-led businesses.
12:40 - Key investing lessons from Warren Buffet, Terry Smith, and Chuck Akre.
33:12 - Why do businesses with high and sustainable returns on invested capital make such a great investment?
28:33 - A simple breakdown of the different types of moats a business has.
47:43 - Why thinking long-term, patience, discipline, and continuous learning are integral for investment success.
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.
Read Compounding Quality’s Substack here.
Buy yourself a copy of Investing For Growth By Terry Smith here.
Buy yourself a copy of Quality Investing by Lawrence Cunningham, Torkell T. Eide, and Patrick Hargreaves here.
Buy yourself a copy of Quality Shareholders by Lawrence Cunningham here.
Buy yourself a copy of The Founder's Mentality: How to Overcome the Predictable Crises of Growth by Chris Zook and James Allen here.
Buy yourself a copy of The Checklist Manifesto by Atul Gawande here.
Buy yourself a copy of Stock’s For The Long Run By Jeremy Siegel here.
Check out the books mentioned in the podcast here.
NEW TO THE SHOW?
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 Kyle: Twitter | LinkedIn | Website
Connect with Compounding Quality: Twitter | Substack

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1 hr 13 min
December 22, 2023MI Rewind: Warren Buffett’s #3 & Charlie Munger’s #1 Business Book of All-Time w/ Robert Cialdini
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?
36:12 - How do we spot phony online reviews and why this is important?
39:49 - Why personalizing gifts increases the returns of gifts.
47:13 - Which psychological principle Coca-Cola missed that led to a disastrous marketing decision?
48:50 - Why Amazon offers to pay each of its fulfillment employees up to $5,000 if they quit?
54:56 - The question can job candidates ask at the start of an interview to increase their chance of success.
58:49 - What the unity principle of influence is.
And much, much more!

BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Robert Cialdini’s Book Influence, New and Expanded: The Psychology of Persuasion.
John Rulin’s Book Giftology.
Gary John Bishop’s book Do the Work.
Lewis Howes’ book The School of Greatness.
Scott Young’s book Ultralearning.
NEW TO THE SHOW?
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.
Check out all the books mentioned and discussed in our podcasts here.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠
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59 min
December 19, 2023MI313: Small Cap Mastery w/ Rayna Lesser Hannaway
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 businesses fundamentals, and a whole lot more!

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
05:27 - A 5-step business flywheel approach to finding great businesses.
05:35 - Balancing a portfolio in the small-cap space based on growth.
12:34 - A breakdown of 3 high-quality small caps: Globant, Goosehead Insurance, and Clearwater Analytics.
16:11 - Popular misconceptions of diversification in small-caps.
29:19 - Why high-quality small caps often are undervalued by the market.
35:32 - Why using 5-year models for growth and valuation projections is so effective.
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.
Read Rayna’s perspectives here.
Check out all the books mentioned and discussed in our podcasts here.
NEW TO THE SHOW?
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 Kyle: Twitter | LinkedIn | Website
Connect with Rayna: LinkedIn | Website
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51 min
December 18, 2023MI312: Start with Strategy w/ Dave Meyer
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 thoughts on where and what asset class he would be investing in given today’s market conditions.
Dave Meyer has spent his career working in the technology industry while also investing in real estate. In 2016, he took the opportunity to combine his professional passions for real estate and technology and joined BiggerPockets, where he now serves as the VP of Data and Analytics.
Dave has been a rental property investor in Colorado since 2010 and invests passively nationwide. He's also the host of the BiggerPockets On the Market podcast, which started in 2022 and is growing rapidly as a one-stop source for all things real estate analytics. Outside of work, he enjoys traveling, eating sandwiches, and being outside. He currently lives in Amsterdam, Netherlands.

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro.
02:50 - How Dave was part of eating the world’s largest hamburger.
05:42 - Why studying abroad was the inspiration for moving to Amsterdam.
08:02 - How Dave got interested in personal finance and investing.
08:41 - How one of Dave’s first entrepreneurial ventures went.
14:04 - Why data analytics intrigued him.
21:22 - What the early days of Bigger Pockets was like.
27:20 - How the writing process for Start with Strategy went.
28:36 - Why investor’s need a guide to pick the right real estate strategy.
30:47 - What is the resource triangle.
34:58 - What Dave’s first real estate investment was and what he contributed to it and 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.
Dave Meyer’s book: Start with Strategy.
The Everything Guide to House Hacking by Robert Leonard.
The Lean Startup by Eric Ries.
Traction by Gino Wickman.
The One Thing by Gary Keller.
Real Estate by the Numbers by J Scott and Dave Meyer.
Real Estate Rookie by Ashley Kehr.
Wealth Without Cash by Pace Morby.
Check out all the books mentioned and discussed in our podcasts here.
NEW TO THE SHOW?
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:
Airbnb
NetSuite
Masterclass
Babbel
Shopify

Connect with Patrick: [email protected]
Connect with Dave: Website | Instagram | Twitter
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57 min
December 15, 2023MI Rewind: Should YOU Trade Options? with Tom Sosnoff
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 - When should you begin 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 isn't widely publicized.
And much, much more!

BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Options trading education from Option Alpha.
Kirk DuPlessis’ says New Investors SHOULD Use Options.
Lawrence McMillan’s book Options as a Strategic Investment.
Brian Overby’s book The Options Playbook.
Proof Warren Buffett Is An Options Trader Video.
A Warren Buffett Options Strategy.
All of Robert’s favorite books.
NEW TO THE SHOW?
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.
Check out all the books mentioned and discussed in our podcasts here.
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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50 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.