The Investor's Podcast Network · Investment

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

MI139: How to Beat Inflation w/ Joe Brown

03 Feb 2022

57m

MI138: Fiserv Deep Dive w/ Bill Nygren & Mike Nicolas

01 Feb 2022

53m

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In this episode of the Millennial Investing Podcast, Clay Finck interviews Bill Nygren and Mike Nicolas, portfolio managers at Oakmark Funds, about their investment process and their analysis of Fiserv. Bill and Mike discuss Oakmark's three investment criteria: a significant discount to long-term business value, growth...

Great investors function as practical philosophers who navigate the inherent unknowability of the future by maintaining humility and prioritizing survival. By applying Charlie Munger’s principle of inversion—solving problems by identifying and avoiding "standard stupidities"—investors can protect themselves against rui...