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
This podcast episode analyzes S&P Global, the company behind the S&P 500 index, exploring its diverse business units including credit ratings, market intelligence (Capital IQ Pro), commodity insights, and index services. The hosts discuss S&P Global's history, its recent acquisition of IHS Market, and the competitive ...
This Millennial Investing podcast episode features an interview with Richard Jarc, CIO of New Era Funds, about Alphabet (Google) and Airbnb. The discussion covers Alphabet's revenue streams (search, YouTube, Google Cloud), the value proposition of Google Search advertising, and the potential of Alphabet's "Other Bets"...
This podcast episode analyzes two significant 20th-century bear markets (1921 and 1932) using Russell Napier's book, "The Anatomy of the Bear," as a guide. The host discusses Napier's findings on market bottoms, emphasizing that these events are often preceded by long periods (around 14 years) of undervaluation where ...
This Millennial Investing podcast episode features an interview with Trey Lockerbie, CEO of Better Booch and co-host of "We Study Billionaires." The conversation covers Trey's evolving investment strategy, shifting from quantitative analysis to a diversified portfolio including indexes, individual stocks (primarily in...
This episode explores the career and investment strategies of billionaire hedge fund manager Bill Ackman. The podcast details Ackman's journey, starting with his early successes and the eventual collapse of his firm, Gotham Partners, amidst allegations of market manipulation and questionable investment decisions. Agai...
This episode explores the concept of quality investing, contrasting it with value and growth investing strategies. Against the backdrop of Benjamin Graham's early work and Warren Buffett's philosophy, the podcast delves into defining "quality," highlighting its subjective nature while emphasizing common themes like wi...
In this episode of the Millennial Investing Podcast, Shawn O'Malley reviews Michael Mauboussin's book, "More Than You Know," which is divided into four essays: investment philosophy, the psychology of investing, innovation and competitive strategy, and science and complexity theory. O'Malley summarizes each essay, shar...
This podcast episode provides a detailed analysis of Universal Music Group (UMG), a major music label, focusing on its business model, financial performance, and future prospects. The host discusses UMG's competitive advantages, including its extensive music catalog and relationships with top artists, and examines the...
This podcast episode interviews Shawn O'Malley about his insights from Poor Charlie's Almanack, focusing on the life and investment philosophy of Charlie Munger. The discussion covers Munger's influences (Benjamin Franklin), his relationship with Warren Buffett, key character traits contributing to his success, and th...
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