

The Intrinsic Value Podcast - The Investor’s Podcast Network
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. Every week, The Intrinsic Value Podcast will you help get smarter about business, valuation, and investing — don’t miss out on the journey! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Episodes


MI273: The Incredible Story of PayPal w/ Jimmy Soni

REI184: Beauty in Broken Things w/ John Marsh

MI Rewind: Investing in the Metaverse and Technology Trends w/ Beth Kindig
This episode explores the Metaverse, its investment potential, and the investment strategies employed by Beth Kindig, a lead tech analyst with a proven track record. Against the backdrop of the Metaverse's emergence as a buzzword, Kindig emphasizes the importance of identifying real revenue growth rather than mere mar...

MI272: The Crisis Isn’t Over: The Case for Deflation w/ Jeff Snider

REI183: Underpromise and Overdeliver w/ Marissa Solis

MI Rewind: Good Money Revolution w/ Derrick Kinney

MI271: The Long Term Debt Cycle & De-Dollarization “Fairytale” Explained w/ Alfonso Peccatiello

REI182: Escaping His 9 to 5 w/ Raleigh Williams

MI Rewind: Studying Financial History w/ Ken Winans

MI270: How to Improve a 100% Stock Portfolio Using Return Stacking w/ Corey Hoffstein
This episode explores return stacking, an investment strategy involving layering new returns onto an existing portfolio. The discussion begins with a historical overview, tracing the concept back to PIMCO's "Portable Alpha" in the 1980s and highlighting its limited accessibility to retail investors due to the complexi...

REI181: 400 Flips, Midwest Multi-Family, and Mental Health Advocacy w/ Jonathan Barr

MI Rewind: Buying Winners Through Momentum Investing w/ Wes Gray
This episode explores the nuances of value and momentum investing strategies, featuring an interview with Dr. Wes Gray, a finance PhD and asset management firm founder. Against the backdrop of a long bull market, the discussion examines whether an S&P 500 holding provides sufficient international exposure, revealing t...

MI269: How to Spot Turning Points in the Market w/ Milton Berg
This episode explores the efficacy and limitations of value investing, contrasting traditional approaches with a technical analysis perspective. Milton Berg, CEO and Chief Investment Strategist of MB Advisors, recounts his career shift from fundamental analysis (inspired by Graham and Dodd) to technical analysis, high...

REI180: The Intersection of Education and Real Estate w/ Kevin Clark

MI Rewind: How to Beat Inflation w/ Joe Brown

MI268: From Startup Executive to Angel Investor w/ Jason Kirby

REI179: Resilience and Triumph w/ AJ Osborne

MI Rewind: Discovering Value Investments w/ Vitaliy Katsenelson

MI267: Investing In Chip Companies: Deep Dive Into QCOM, TSM, TXN, AMD, NVDA w/ Nicholas Rossolillo
Follow this podcast in Podwise
Sign in to get AI summaries, transcripts and mind maps for any episode, including new ones.
