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 02, 2022MI202: Amazon, Shopify, & Growth Investing w/ Jason Moser
IN THIS EPISODE, YOU’LL LEARN:
02:13 - Jason’s assessment of Amazon since Clay and he last spoke in November 2021.
08:55 - Why Amazon’s stock performance has been lackluster the past couple of years.
14:42 - Why Jason likes Zoom’s stock.
34:12 - What Shopify’s growth runway is and what their competitive landscape looks like.
43:41 - What companies Jason has been adding to during the bear market.
49:53 - How layoffs and hiring freezes might affect the growth sector.
53:33 - How Jason approaches investing during a bear market.
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.
Jason Moser’s Blog and Articles.
Related Millennial Investing Episode: MI124: Is Amazon a Value Stock? w/ Jason Moser
Related Millennial Investing Episode: MI015: Start Investing In Individual Stocks W/ Jason Moser
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Read this episode’s transcript and full show notes on our website.
Connect with Jason: Website | Twitter | LinkedIn
Connect with Clay: Twitter | Instagram

HELP US OUT!
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55 min
August 01, 2022REI133: Duplexes to Apartment Buildings w/ Dante Belmonte
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:31 - How one real estate deal can change your life.
04:07 - What a private equity firm is.
15:25 - What it means to co-GP a syndication.
49:21 - Why partnerships are so important.
50:47 - How to raise capital.
50:47 - Who to raise capital from.
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.
Robert’s book The Everything Guide to House Hacking.
Joe Fairless’ book Best Ever Apartment Syndication Book.
Robert Kiyosaki’s book Rich Dad Poor Dad.
Learn about house hacking.
Gary Keller’s book The Millionaire Real Estate 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
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Robert: Twitter | LinkedIn
Connect with Dante: Website | Twitter | Instagram
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1 hr 5 min
July 30, 2022MI201: Investing in Tech Companies (Mini-Episode)
IN THIS EPISODE, YOU’LL LEARN:
01:16 - What the most important attribute of a quality company is.
02:57 - How Adam selects companies using his BMP checklist.
08:40 - Why tech companies have been overlooked by traditional value investors over the past decade.
14:00 - The thought process Adam went through when he purchased Alphabet, aka Google, in mid-2016.
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.
Adam Seessel’s book, Where the Money Is.
Related episode: Value Investing In The Digital Age w/ Adam Seessel - MI196.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Clay: Twitter | Instagram

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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20 min
July 29, 2022MI Rewind: China, Emerging & Frontier Markets w/ Kevin Carter
IN THIS EPISODE, YOU’LL LEARN:
13:01 - 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.
26:34 - How Kevin got involved with Tesla.
35:05 - What emerging or frontier markets are and which countries they consist of.
42:02 - Why home-country bias exists and what investors are potentially missing by focusing only on their domestic markets.
52:46 - What the most important things to look out for are when investing in foreign or international markets.
52:46 - The catalyst that’s going to change the dynamics of investing and will have a material impact on the future returns of international markets.
1:00:36 - Where to start and how to get started as a new investor in foreign markets.
1:06:59 - How international investors combat against fraud and accounting standards.
*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 this episode’s transcript and full show notes on our website.
Berkshire Hathaway Shareholder Letters.
Benjamin Graham’s book The Intelligent Investor.
All of Robert’s favorite books.
Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Check out our favorite Apps and Services.
Browse through all our episodes (complete with transcripts) here.
New to the show? Check out our Millennial Investing Starter Packs.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Kevin: Website | LinkedIn | Twitter
Connect with Robert: Website | Instagram | Twitter

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 15 min
July 28, 2022MI200: Focus on the Fundamentals w/ David Trainer
IN THIS EPISODE, YOU’LL LEARN:
03:46 - What economic earnings are and why they matter.
06:59 - Why investors should be mindful of executive compensation for a company.
13:40 - A case study between two stocks: Carmax and Carvana.
26:29 - What zombie companies are and what their effects are on the broader economy.
29:48 - Why David is bearish on Tesla’s stock price.
45:26 - How Disney’s business has performed the past few 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 David’s research at New Constructs.
Related episode: Intrinsic Value Assessment Of Disney w/ David Trainer - TIP277.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Read this episode’s transcript and full show notes on our website.
Connect with David: Twitter | LinkedIn
Connect with Clay: Twitter

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
July 26, 2022MI199: Cloning Warren Buffett and Charlie Munger w/ Chris Franco
IN THIS EPISODE, YOU’LL LEARN:
02:00 - What led Chris into being so passionate about studying Warren Buffett and Charlie Munger.
08:45 - Why Chris chooses to allocate most of his portfolio to index funds.
17:18 - Why Chris typically avoids investing in more mature companies.
23:20 - How Warren Buffett’s definition of risk differs from that of the academics.
29:14 - What makes Costco such a great business.
36:21 - The opportunities for growth that Costco will be pursuing.
55:22 - How Warren Buffett and Charlie Munger’s investment strategies differ.
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 Chris’ Podcast and YouTube Channel.
Check out Chris’ Instagram accounts - Charlie Munger Quotes and Warren Buffett Videos.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Chris: Podcast | Twitter | LinkedIn
Connect with Clay: Twitter

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 3 min
July 25, 2022REI132: Buying Real Estate with $0 Down and 0% Interest Part 2 w/ Pace Morby
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
03:29 - How to get real estate deals with no money down and zero interest.
12:18 - How to work with large real estate tech platforms.
16:12 - How anyone can use creative financing strategies.
47:16 - What subject to is and how to utilize it.
47:16 - Why seller financing is so powerful and how to use it.
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.
Robert’s RV Investing course(s).
Brandon Turner’s book Low and No Money Down.
What Is Subject To In Real Estate YouTube Video.
Robert Kiyosaki’s book Rich Dad Poor Dad.
Learn about house hacking.
Gary Keller’s book The Millionaire Real Estate 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
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Robert: Twitter | LinkedIn
Connect with Pace: Website | YouTube | Instagram
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56 min
July 23, 2022MI198: The Blueprint to Financial Freedom (Mini-Episode)
IN THIS EPISODE, YOU’LL LEARN:
04:21 - Robert Kiyosaki’s definition of an asset and a liability.
08:00 - What the definition of financial freedom is.
08:33 - A few ways in which you can realistically achieve financial freedom.
13:06 - The many benefits of investing in real estate.
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.
Robert Kiyosaki’s book, Rich Dad Poor Dad.
Robert Kiyosaki’s board game, Cashflow.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Clay: Twitter

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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21 min
July 22, 2022MI Rewind: Deep Dive into Stock Exchanges and Nasdaq w/ Kevin Kennedy
IN THIS EPISODE, YOU’LL LEARN:
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” .
26:55 - How retail investors’ access to the markets changed how they function outside of fiscal and monetary policy.
32:18 - Whether fiscal and monetary policy or retail investors’ access to capital markets has a bigger impact on capital markets.
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!
*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.
Nasdaq.com XND microsite.
Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Check out our favorite Apps and Services.
Browse through all our episodes (complete with transcripts) here.
New to the show? Check out our Millennial Investing Starter Packs.
All of Robert’s favorite books.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Kevin: Website | LinkedIn | Twitter
Connect with Robert: Website | Instagram | Twitter

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 3 min
July 21, 2022MI197: Stock Market Bubbles & Crashes w/ Scott Nations
IN THIS EPISODE, YOU’LL LEARN:
05:03 - How we can avoid using our emotions to make investments in the stock market.
09:08 - How to think about risk in your portfolio.
11:29 - What the disposition effect is and why you might want to think twice before selling your winners.
25:39 - Some of Scott’s biggest lessons from the rise and fall of the 1999 Tech Bubble.
30:45 - What biases investors should be most aware of.
30:45 - How recency bias leads investors to overpay for a company.
32:21 - How we as investors can act rationally during a financial crisis.
43:10 - Scott’s recommendation for how to invest in today’s market.
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 Scott’s book, The Anxious Investor.
Check out Scott’s book, A History of the United States in Five Crashes.
Related Episode: A History Of 5 US Market Crashes w/ Scott Nations - TIP280.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Read this episode’s transcript and full show notes on our website.
Connect with Scott: Twitter | LinkedIn
Connect with Clay: Twitter

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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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.