The Intrinsic Value Podcast - The Investor’s Podcast Network
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
Mentioned books
Jul 29, 2024 • 48min
MI362: The Story Of Spotify And Valuation w/ Shawn O'Malley
Shawn O'Malley, an expert in music economics, unpacks the fascinating evolution of Spotify and its crucial role in the music industry. He explains how streaming transformed piracy's grip on music consumption. Discover why Spotify's model keeps users engaged and how they maintain a competitive edge. O'Malley also reveals Spotify's plans for profitability, challenges in royalty distribution with music labels, and the potential growth within podcasts and audiobooks. His insights into financial models will inspire aspiring investors.
9 snips
Jul 26, 2024 • 1h 32min
MI Rewind: Why Buy Bitcoin w/ Andy Edstrom
Andy Edstrom discusses why Bitcoin is a valuable addition to investment portfolios, how to evaluate its worth, potential strategies to avoid market peaks, and Bitcoin's comparison to gold & fiat. Topics include the 14 characteristics of money, El Salvador's adoption of Bitcoin, and the US government's stance on cryptocurrency.
12 snips
Jul 22, 2024 • 44min
MI361: Poor Charlie's Almanack w/ Shawn O'Malley
Chief Editor of We Study Markets, Shawn O'Malley, discusses key takeaways from Charlie Munger's wisdom in 'Poor Charlie's Almanack.' Topics include Ben Franklin's influence on Munger, traits that made him a great investor, importance of multidisciplinary thinking, elementary worldly wisdom, psychology of human misjudgment, and febezzlement.
4 snips
Jul 19, 2024 • 50min
MI Rewind: Naval w/ Eric Jorgenson
Eric Jorgenson, writer and podcaster, discusses his book on Naval Ravikant: how to build leverage, the importance of equity, and reframing risk as responsibility. They explore Naval's wisdom on wealth, clear thinking, mental models, and working like athletes. Eric shares insights on getting Tim Ferriss to write the foreword and the impact of influential books on success.
Jul 15, 2024 • 41min
MI360: The Outsiders w/ Shawn O'Malley
Shawn O'Malley, Chief Editor of We Study Markets, delves into The Outsiders by William Thorndike. Topics include CEOs as stock investors, challenges in capital allocation, traits of exceptional leaders, resisting institutional imperatives, and lessons for investors. Learn how outsider CEOs like Henry Singleton mastered capital allocation, and apply these principles to your own investing journey.
Jul 12, 2024 • 47min
MI Rewind: Why Deflation is Key to an Abundant Future w/ Jeff Booth
Tech entrepreneur Jeff Booth discusses why deflation is crucial for a prosperous future, the impact of technological innovation on the economy, why inflation isn't necessarily beneficial, the power of Bitcoin as a long-term investment, and ways investors can navigate economic shifts.
18 snips
Jul 8, 2024 • 46min
MI359: The Intelligent Investor w/ Shawn O'Malley
Shawn O'Malley discusses key takeaways from 'The Intelligent Investor' by Benjamin Graham, emphasizing the importance of common sense over high IQ in investing, applying margin of safety, calculating intrinsic value, and leveraging mood swings of Mr. Market. The book's timeless principles highlight disciplined and rational investing, distinguishing between speculation and investment.
Jul 5, 2024 • 1h 11min
MI Rewind: Masterclass on NFTs and Business w/ Tom Bilyeu
Guest Tom Bilyeu shares insights on building a $1 billion food company, marketing strategies for startups, Impact Theory, emotional control, influential books. NFTs, NFT marketplace goals.
9 snips
Jul 1, 2024 • 46min
MI358: The Essays of Warren Buffett w/ Shawn O'Malley
Shawn O'Malley discusses insights from Warren Buffett's Essays including Munger's influence, Berkshire's success factors, valuation principles, Buffett's views on gold and index funds. They explore risk in investing, company valuation, Buffett's no-dividend policy, and his character traits that stand out.
Jun 28, 2024 • 1h 22min
MI Rewind: Bitcoin Conference Recap w/ Blue Collar Bitcoin
Dan and Josh from the Blue Collar Bitcoin Podcast share insights from the Bitcoin Conference in Miami, discussing billionaire capital allocators, Samson Mow's role, talks by Cathie Wood and Michael Saylor, Peter Thiel's bull case for Bitcoin, Jack Mallers disrupting payments, and the Lightning Network. They also cover tax advantages, sovereign individualism, Bitcoin acceptance, Lightning Network's practical use cases, and scalability for the future monetary system.
