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

April 22, 2022MI Rewind: REIT Investing with Matthew Frankel
IN THIS EPISODE, YOU’LL LEARN:
02:41 - What is a REIT?
04:34 - The pros and cons of REIT investing.
07:08 - What to keep in mind when analyzing an REIT.
16:26 - Areas of real estate that are impacting REITs.
17:37 - Matthew's top picks in the REIT space.
34:23 - A common piece of investing advice that may be misleading.
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 and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
Get daily content from Robert on Instagram @therobertleonard
Gary Keller’s book The Millionaire Real Estate Investor.
Michael Blank’s book Financial Freedom with Real Estate Investing.
Daniel Crosby’s book The Laws of Wealth.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect With Matthew: Website | Twitter | LinkedIn

HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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38 min
April 21, 2022MI161: Building a Balanced Portfolio w/ Daniel Rasmussen
IN THIS EPISODE, YOU’LL LEARN:
01:53 - How interning at Bridgewater Associates impacted Dan as an investor.
07:05 - The four types of economic environments that ultimately drive asset class returns.
21:10 - Which asset class performs very well during an inflationary period?
29:18 - Why small-cap value stocks are potentially a great way to diversify your portfolio.
29:18 - Dan’s thoughts on diversifying into international stocks, emerging markets and other asset classes.
37:19 - Why Dan prefers to avoid investing in China.
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 and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
Check out Verdad Capital’s Research.
Check out Ray Dalio’s new book, Principles for Dealing with the Changing World Order.
Related episode: MI141: Studying Financial History w/ Ken Winans.
Related episode: MI114: Contrarian Thinking w/ Codie Sanchez.
Get a FREE audiobook from Audible.
Check out our Investing Starter Packs about business and finance.
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 Dan: Website | Twitter | Research
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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44 min
April 19, 2022MI160: Do Stocks Only Go Up? w/ Brian Feroldi
IN THIS EPISODE, YOU’LL LEARN:
01:55 - Why personal finance is not 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.
29:20 - Why public companies want their stock price to go up.
37:50 - Why public companies might issue new shares or even buy back their own shares.
56:38 - 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.
Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
Check out Brian’s new book, Why Does the Stock Market Go Up?.
Check out all of Brian’s Motley Food Articles.
Related episode: MI082: You CAN Beat The Market W/ Brian Feroldi.
Related episode: MI124: Is Amazon a Value Stock? w/ Jason Moser.
Get a FREE audiobook from Audible.
Check out our Investing Starter Packs about business and finance.
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 Brian: YouTube | Twitter | Blog
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 5 min
April 18, 2022REI118: Life-Changing Conversations & Buying A Mountain w/ Elliott Bisnow
In this week’s episode, Robert Leonard talks with Elliot Bisnow about how he started his first business in college, why you shouldn’t just keep it real —you should keep it surreal, how he pioneered an entirely new type of business conference, why he went all-in on an investment that he had no idea if it’d work or not, pieces of advice that have changed his life, how you can buy a mountain, and much, much more!

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:29 - Why you shouldn’t just keep it real, you should keep it surreal.
13:02 - Why no ideas should go unspoken.
19:33 - Creative ways to make sales and build relationships.
19:33 - How being yourself actually leads to more success.
24:49 - How to purchase and operate a mountain.
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 Leonard’s book The Everything Guide to House Hacking.
Elliot’s mountain/ski resort — Powder Mountain Ski Resort.
Elliot’s book Make No Small Plans.
A brand-new newsletter all about house hacking.
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 (@therobertleonard): Website | Instagram | Twitter
Connect with Elliot: Website | Twitter | LinkedIn
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54 min
April 15, 2022MI Rewind: Investing in Commodities with David Morgan
IN THIS EPISODE YOU’LL LEARN:
03:37 - What are commodities, and how do you invest in them?
06:33 - How you can invest in commodities through ETFs.
16:59 - When is the "right time to buy"?
25:16 - Why David invests in silver.
28:00 - Why do investors avoid investing in precious metals?
49:50 - How to pick mining stocks.
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 and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
Get daily content from Robert on Instagram @therobertleonard
Read this episode’s transcript and full show notes on TIP: theinvestorspodcast.com/millennial-investing
You Can’t Lose Trading Commodities book.
David Morgan’s book The Silver Manifesto.
David Morgan’s book Second Chance.
Check out The Morgan Report.
My Bits on Bitcoin article by David Morgan.
Davos.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with David: Website | Twitter | Facebook | YouTube

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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57 min
April 14, 2022MI159: The Science of Hitting w/ Alexander Morris
IN THIS EPISODE, YOU’LL LEARN:
03:00 - The initial things Alex looks at when analyzing a company.
08:37 - Why paying up for quality companies is acceptable for long-term investors.
11:33 - How ROIC plays a role in Alex’s investment decisions.
13:58 - What the objective of Alex’s portfolio is.
32:37 - Why Alex recently added Spotify to his portfolio.
35:59 - How Alex thinks about Spotify’s valuation and their path to profitability.
48:38 - The mistakes that Alex has learned over the years.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
Check out Alex’s Newsletter.
Read Sven Carlsson’s book, The Spotify Play.
Read Peter Lynch’s book, One Up on Wall Street.
Read Peter Lynch’s book, Beating the Street.
Read Berkshire’s shareholder letters.
Related episode: MI149: Peter Lynch & GARP Investing w/ Robert Reynolds.
Related episode: MI131: Richer, Wiser, Happier w/ William Green.
Get a FREE audiobook from Audible.
Check out our Investing Starter Packs about business and finance.
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 Alex: Website | Twitter
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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58 min
April 12, 2022MI158: Investing for Outsized Performance w/ Jeremy Deal
IN THIS EPISODE, YOU’LL LEARN:
05:34 - How Jeremy selects companies that are positioned to not only survive but thrive.
10:28 - How valuation fits into Jeremy’s investment process.
30:16 - How he develops conviction for his holdings given that the future is unknowable.
48:42 - Why his fund only holds a handful of companies.
51:55 - Some of the biggest mistakes he has made and how he learned from those mistakes.
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 and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
Related episode: MI148: Studying Superinvestors & Seritage Growth Properties w/ Tom Botica.
Related episode: MI131: Richer, Wiser, Happier w/ William Green.
Get a FREE audiobook from Audible.
Check out our Investing Starter Packs about business and finance.
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 Jeremy: Website
Connect with Clay: Twitter

HELP US OUT!
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56 min
April 11, 2022REI117: Warren Buffett Owns REITs, Should You? w/ Brad Thomas
In this week’s episode, Robert Leonard talks with Brad Thomas all about investing in REITs — what they are, how they work, why Warren Buffett owns them, and much, much more!

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:33 - What REITs are and how they work.
05:09 - Why REITs have performed so well over the last two years.
08:33 - Why someone may consider investing in REITs over physical real estate.
32:50 - How to value a REIT.
32:50 - How valuing a REIT is different than a traditional stock.
38:04 - How to analyze the management team of a REIT.
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 Leonard’s book The Everything Guide to House Hacking.
Brad Thomas’ Seeking Alpha articles.
Brad Thomas’ book The Intelligent REIT 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 (@therobertleonard): Website | Instagram | Twitter
Connect with Brad: Website | LinkedIn | Facebook
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55 min
April 08, 2022MI Rewind: Warren Buffett, Charlie Munger, and Berkshire Hathaway w/ Adam Mead
IN THIS EPISODE YOU’LL LEARN:
03:18 - Who is Warren Buffett and Charlie Munger?
03:18 - 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?
52:22 - 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!
*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 and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
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.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Adam Mead: Website | Twitter | LinkedIn | Facebook
Connect with Robert: Instagram | Twitter | LinkedIn | Facebook

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 10 min
April 07, 2022MI157: Just Keep Buying w/ Nicholas Maggiulli
IN THIS EPISODE, YOU’LL LEARN:
06:02 - Why many people should put more focus on growing their income to build wealth.
06:02 - How one should go about building additional income streams on the side.
15:46 - How using the 2x spending rule can help you eliminate guilt in making larger purchases.
29:54 - Nick’s thoughts on what to do with money intended to be used as an emergency fund or a home down payment.
44:27 - Why Dollar-Cost Averaging is better than trying to time the market.
54:04 - Why you should reconsider maxing out your 401k if you’re currently doing so.
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 and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
Check out Nick’s new book, Just Keep Buying.
Check out Nick’s blog, Of Dollars and Data.
Related episode: MI115: Young Investors Getting Started w/ Kelly Lannan.
Related episode: MI143: Good Money Revolution w/ Derrick Kinney.
Get a FREE audiobook from Audible.
Check out our Investing Starter Packs about business and finance.
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 Nick: Website | Twitter | LinkedIn
Connect with Robert (@therobertleonard): 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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59 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.