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

December 12, 2023MI311: Quantitative Wisdom: Lessons for Qualitative Investors w/ Tobias Carlisle
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 Maynard Keynes, and a whole lot more!

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
02:57 - What qualitative investors can take away from Quants.
03:13 - Why long-term survivability is underweighted in investing.
29:02 - The importance of being a contrarian with a calculator attached to you.
46:52 - How to control your ego in investing.
54:32 - What the data says about low-quality business in terms of long-term returns.
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 Tobias’s blog here.
Listen to Tobias’s podcast here.
Buy a copy of The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market here.
Buy a copy of Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors here.
Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations here.
Related Episode: Listen to TIP586: Mastermind Q4 2023 w/ Tobias Carlisle and Hari Ramachandra or watch the video.
Related Episode: Listen to MI280: Deep Value Investing in 2023 w/ Tobias Carlisle or watch the video.
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 Tobias: Twitter | LinkedIn | Website
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1 hr 8 min
December 08, 2023MI Rewind: China, Emerging & Frontier Markets w/ Kevin Carter
Kevin Carter talks about emerging and frontier markets, where and how to get started investing internationally, and much more!

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
03:04 - Revelations Kevin saw when he worked at a mutual fund vs. investments one can do as an individual investor.
16:25 - Lessons Kevin learned when he shorted Amazon.
22:34 - How Kevin got involved with Tesla.
35:05 - What emerging or frontier markets are and which countries they consist of.
41:02 - Why home-country bias exists and what investors are potentially missing by focusing only on their domestic markets.
41:02 - What the most important things to look out for are when investing in foreign or international markets.
48:46 - The catalyst that’s going to change the dynamics of investing and will have a material impact on the future returns of international markets.
01:00:36 - Where to start and how to get started as a new investor in foreign markets.
01:06:59 - How international investors combat against fraud and accounting standards.
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.
Berkshire Hathaway Shareholder Letters.
Burton Malkiel’s book A Random Walk Down Wall Street.
Fred Schwed’s book Where Are the Customers’ Yachts?
David Swensen’s book Pioneering Portfolio Management.
John Bogle’s book The Little Book of Common Sense Investing.
Joel Greenblatt’s book The Little Book That Still Beats the Market.
Benjamin Graham’s book The Intelligent Investor.
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

Connect with Kevin: Website | LinkedIn | Twitter
Connect with Robert: Website | Instagram
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1 hr 15 min
December 05, 2023MI310: A Serial Acquirers Deep Dive w/ Chris Mayer
Kyle Grieve chats with Chris Mayer about the special qualities of serial acquirers that make them compelling investments, tricks on how to value serial acquirers, the importance of decentralization for successful serial acquirers, the proper dynamics to look for between an acquirer and the acquired, the proper uses of leverage to use in mergers and acquisitions, characteristics to look for in scaling serial acquirers, the proper manage traits to look for in highly successful serial acquirers, and a whole lot more!

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
04:05 - Successful acquisition strategies.
41:56 - What to look for in scaling serial acquirers.
10:16 - The general aspects of great serial acquirers.
16:05 - Key differentiators between exceptional serial acquirers.
07:05 - Chris’s favorite debt ratios to examine for acquisitive businesses.
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 Chris’s blog here.
Buy a copy of 100 Baggers: Stocks That Return 100-to-1 and How to Find Them here.
Buy a copy of Deals from Hell: M&A Lessons that Rise Above the Ashes here.
Related Episode: Listen to TIP569: An Investor’s Guide To Clear Thinking w/ Chris Mayer, or watch the video.
Related Episode: Listen to TIP543: 100 Baggers: Stocks That Return 100-1 w/ Chris Mayer, or watch the video.
Related Episode: Listen to MI276: Finding 100 Bagger Stocks w/ Chris Mayer, or watch the video.
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

Connect with Kyle: Twitter | LinkedIn | Website
Connect with Chris: Twitter | Website
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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57 min
December 04, 2023MI309: Liquid Assets: Investing in Fine Wine w/ Nick King
Patrick Donley (@JPatrickDonley) sits down with Nick King to talk about how his company, Vint, has made investing in fine wine and spirits a simple and profitable experience for both retail and accredited investors. They also touch on how Nick’s work at a value-based stock fund influenced the creation of Vint in attempting to find mispriced wine assets with a margin of safety, why wine provides for great arbitrage opportunities, and Nick’s thoughts on how to best succeed at the entrepreneurial game.
Nick King is the co-founder & CEO of Vint, the first SEC-qualified platform that is securitizing the wine and spirits industry. Nick leads fundraising efforts, sets Vint’s strategic vision, recruits talent, and manages day to day operations.
Prior to Vint, Nick was on the domestic equities team at a $20bn value investment fund, where he learned to think, invest, and build a business. Nick is a graduate of the University of Virginia, with a degree in financial economics.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro.
02:13 - How he learned about inefficient markets as a kid.
07:17 - What he learned working at a value fund and how he applies it to Vint.
09:05 - Why he maximized for learning early in his career.
10:00 - How the concept of margin of safety became important.
10:51 - What the genesis of Vint was.
11:59 - Why he thinks traditional education on the steps to start a business are misguided.
13:16 - How he explains what Vint does to people.
23:02 - What it was like working with the SEC to get approval for Vint.
26:21 - Why it is important to burn the boats in any entrepreneurial venture.
34:34 - How the process of reaching out to VCs went.
42:31 - How capital is returned to investors.
53:18 - Why Nick loves the volatility of the wine market.
& 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.
Margin of Safety by Seth Klarman.
REI160: The Fundrise Approach w/ Ben Miller or watch the video here.
NEW TO THE SHOW?
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
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: LinkedIn
Connect with Nick: Website | LinkedIn

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
56 min
December 01, 2023 MI Rewind: Deep Dive into Stock Exchanges and Nasdaq w/ Kevin Kennedy
Robert chats with Kevin Kennedy about the impact of technology, fiscal and monetary policy, options trading and exchanges, cryptocurrency, and the rise of retail investors, on the growth of the stock market, and much more!
1 hr
November 30, 2023MI Rewind: Deep Dive into Stock Exchanges and Nasdaq w/ Kevin Kennedy
Robert Leonard chats with Kevin Kennedy about the impact of technology, fiscal and monetary policy, options trading and exchanges, cryptocurrency, and the rise of retail investors, on the growth of the stock market, and much more!

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
17:30 - How technology has had an impact on the markets and the rise of retail investors.
26:55 - How to study markets today and if there’s a fundamental shift that makes this time truly “different”.
32:18 - How retail investors’ access to the markets changed how they function outside of fiscal and monetary policy.
33:01 - The recent growth in the options space and where Kevin sees it coming from.
33:01 - If the current growth in options trading is sustainable and if there is going to be a point where this can potentially crumble and backfire on speculative options traders.
37:25 - The different options exchanges the Nasdaq has and why six exchanges are necessary.
49:16 - Where the Nasdaq and the worlds of crypto and options collide.
51:09 - The future of capital markets and whether or not crypto will be part of it.
54:33 - Lessons Kevin learned as a trader and what major mistakes he made.
And much, much more!

BOOKS AND RESOURCES
Nasdaq.com XND microsite.
David Swensen’s book Pioneering Portfolio Management.
John Bogle’s book The Little Book of Common Sense Investing.
Joel Greenblatt’s book The Little Book That Still Beats the Market.
All of Robert’s favorite books.
NEW TO THE SHOW?
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
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 Kevin: Website | LinkedIn | Twitter
Connect with Robert: Website | Instagram
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1 hr 3 min
November 28, 2023MI308: The Options Advantage For Value Investors w/ Matthew Peterson
Kyle Grieve chats with Matthew Peterson about his journey into the fund management industry, what potential fund managers should consider before starting a new fund, the powerful effects of using post mortems, how he used the Kelly criterion to create his concentrated portfolio, the use case for options for long-term value investors, why options can be a win-win for investors who want to own shares with cheaper entry prices than the market offers, the Seritage Growth Properties situation, and a whole lot more!

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
03:12 - Matthew’s origin story for the fund with limited assets.
05:41 - The importance of a good fee structure.
19:25 - The benefits of a concentrated portfolio.
31:35 - How to own shares at below-market prices with options.
43:29 - Insights into his structured dividend capture system.
57:33 - Updates on a recently exited business.
And much, much more!

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

BOOKS AND RESOURCES
Read Matthew Peterson’s fund letters here.
Watch Matthew Peterson on YouTube here.
NEW TO THE SHOW?
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
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.
Help us understand our audience better so we can create a more intentional user experience by answering this survey!
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Kyle: Twitter | LinkedIn | Website
Connect with Matthew: Twitter | LinkedIn | Website
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1 hr 7 min
November 24, 2023MI Rewind: Warren Buffett, Charlie Munger, and Berkshire Hathaway w/ Adam Mead
Robert Leonard chats with Adam Mead about his book, “The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger's Conglomerate Masterpiece.”
Aside from being a Buffett enthusiast and lifelong learner of business, Adam is the CEO and Chief Investment Officer of Mead Capital Management, LLC.

IN THIS EPISODE, YOU’LL LEARN:
• 00:00 - Intro
• 02:54 - Who is Warren Buffett and Charlie Munger?
• 02:54 - How did they influence each other’s investing approach?
• 06:36 - Who is Benjamin Graham and what was his impact on Buffett?
• 08:46 - What is value investing and why is it relevant in today’s market?
• 25:12 - The evolution of Berkshire Hathaway (BRK) and common misconceptions about it.
• 37:20 - Why Buffett hasn’t deployed BRK’s large cash pile amid the COVID crisis?
• 43:51 - Why investors shouldn’t just copy Buffett’s stock picks.
• 45:20 - What has been the leading cause for Buffett’s underperformance over the last decade?
• 52:42 - The timeless principles of the Oracle of Omaha that have led to his success and are worth following.
• 57:08 - The future of BRK and if it will survive without Buffett and/or Munger.
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.
Adam Mead’s book The Complete Financial History of Berkshire Hathaway.
Mead Capital Management website.
The Oracle’s Classroom YouTube channel.
Stig Brodersen and Preston Pysh’s book Warren Buffett Accounting Book.
Peter Kaufman’s book Poor Charlie’s Almanack.
Benjamin Graham’s book The Intelligent Investor.
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.
SPONSORS
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Connect with Adam Mead: Website | Twitter | LinkedIn | Facebook
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1 hr 9 min
November 21, 2023MI307: Unpacking The Money Mind w/ Robert Hagstrom
Kyle Grieve chats with Robert Hagstrom about the benefits of reading fiction for improving your investing process, the best mental models Robert learned from his time working with Bill Miller, the importance of understanding complex adaptive systems for understanding the market, how to use the DCF model according to Buffett and Munger, strategies for using multiple mental models in your day-to-day life to think better, and a whole lot more!

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
03:48 - The Lessons from 3 of fiction's best detectives that will make you a better investor.
10:16 - Insights from investments in Dell Computer and Amazon.
10:37 - Why you should look at the market through a biological model over a physics-based model.
10:37 - The importance of network economics in a digital age.
26:55 - Ways to improve efficiency from books that you read.
38:10 - Interesting data points on the advantages and disadvantages of a concentrated portfolio.
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.
Buy a copy of The Warren Buffett Portfolio: Mastering the Power of the Focus Investment Strategy here.
Buy a copy of Warren Buffett: Inside the Ultimate Money Mind here.
Buy a copy of The Detective And The Investor here.
Buy a copy of Investing: The Last Liberal Art here.
Buy a copy of The Warren Buffett Way here.
Related Episode: Listen to TIP360: Inside The Money Mind Of Warren Buffett w/ Robert Hagstrom, or watch the video.
Related Episode: Listen to MI222: How To Invest Like Warren Buffett w/ Robert Hagstrom, or watch the video.
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 Robert: Twitter | LinkedIn | Website

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1 hr 4 min
November 20, 2023MI306: Almanacks and Anthologies w/ Eric Jorgenson
In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with Eric Jorgenson to talk not only about his recently released book called The Anthology of Balaji. They also touch on some of his key learnings from writing the Almanack of Naval Ravikant, how to build the future according to Balaji, Balaji’s bitcoin bet, and what Eric’s new role at Scribe media will be and how it came about.
Eric Jorgenson is the author of The Almanack of Naval Ravikant and the Anthology of Balaji. He is the host of the Smart Friends podcast and is an investor in early stage tech start-ups. In 2011, he joined the founding team of Zaarly, a company dedicated to helping homeowners find accountable service providers they can trust. His business blog, Evergreen, educates and entertains more than one million readers.
He recently became the CEO of Scribe Media.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro.
03:30 - How Eric describes what he does.
03:53 - What a creator capitalist is.
05:13 - Why he choose to focus on tech entrepreneurship.
08:25 - How Eric became interested in Naval Ravikant.
11:54 - How publishing the books through Scribe has changed his life.
23:17 - Why desires gets in the way of happiness.
25:51 - Why wealth may not lead to the happiness people think.
27:53 - What Eric’s writing process looks like.
31:04 - Why he became intrigued with Balaji.
33:05 - What Balaji’s reading habits are and why he has studied history in depth.
42:32 - What transhumanism is.
46:54 - What Balaji’s big ideas are for building the future.
49:24 - Why Balaji made his infamous Bitcoin bet.
52:33 - What Eric’s new role at Scribe Media will be and how it came about.
54:53 - How Scribe is disrupting the traditional publishing model for books.

*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.
Sign up for TIP’s free newsletter, We Study Markets.
The Almanack of Naval Ravikant by Eric Jorgenson.
Richer, Wiser, Happier by William Green.
The Anthology of Balaji by Eric Jorgenson.
Smart Friends podcast.
Naval Ravikant episode on The Knowledge Project.
Poor Charlie’s Almanac.
Principles by Ray Dalio.
Zero to One by Peter Thiel and Blake Masters.
The Egg by Andy Weir.
The Sovereign Individual by James Dale Davidson.
The Network State by Balaji Srinivasan.
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 Patrick: Twitter
Connect with Eric: Website | Twitter
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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52 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.