The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network
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Jan 19, 2024 • 44min

MI Rewind: Growth Investing Stock Analysis w/ Simon Erickson

Robert Leonard brings back Simon Erickson to review the growth investing strategy and how investors can start with this strategy. Robert and Simon discuss how to find the right investments, portfolio allocation, what are the biggest deal breakers after analyzing these companies, when to sell stocks, and more!IN THIS EPISODE, YOU’LL LEARN00:00 - Intro02:40 - What does it mean to buy companies not tickers? 05:58 - What are the first steps when looking for potential investments? 11:12 - Portfolio allocation for new and young investors, should they go all-in on a position when they’re young?18:57 - When entering investments, is it better buying straight to allocation percentage or buying in chunks? 39:17 - When is the right time to sell stocks?40:35 - How does economic outlooks impact investing?42:04 - How are today’s market conditions different from those present during the 2000 and 2001 markets?43:40 - Simon’s recommended books on growth investing.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. Related episode - MI040: COVID19 and Growth Investing with Simon Erickson | YouTube video. Recommended Book: The Innovator's Dilemma by Clayton Christensen. Recommended Book: The Little Book of Common Sense Investing by John Bogle. Recommended Book: The Power of Passive Investing by Rick Ferri. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. 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. SPONSORSSupport our free podcast by supporting our sponsors: Found Toyota Fundrise Facet NetSuite Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoicesSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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Jan 16, 2024 • 58min

MI319: Adulting is Easy w/ Lauren Keen Aumond

Lauren Keen Aumond achieved financial independence through real estate investment and shares her journey and strategies. Topics include ignoring the Joneses, her real estate portfolio, finding the right strategy, educating herself in real estate and personal finance.
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Jan 15, 2024 • 54min

MI318: Million Dollar Weekend w/ Noah Kagan

Noah Kagan, entrepreneur, talks about his early struggles, the importance of just getting started, the power of asking for what you want, and learning from first class passengers. He shares insights on launching a successful venture, calculating your freedom number, and the role of minimalism in his success. He discusses the risks of having a day job, his experience in real estate investing, and why entrepreneurship doesn't have to be risky. He also shares his disappointing experience at a Tony Robbins event and tips for creating engaging content on different platforms.
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Jan 12, 2024 • 46min

MI Rewind: The Soulful Art of Persuasion w/ Jason Harris

Jason Harris, an expert in persuasion and influence, discusses the importance of personal character and empathy in persuasion, the principles and habits of being a master influencer, the process of becoming a soulful persuader, the power of generosity in building relationships, and the inspiration gained from interviews with successful individuals.
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Jan 9, 2024 • 59min

MI317: Investing WIth Safeguards: Spotting and Correcting Common Mistakes w/ Brian Feroldi

Author Brian Feroldi discusses his book 'Why Does The Stock Market Go Up?' and shares lessons from Charlie Munger. Topics include simplifying investing concepts, tracking industry-specific metrics, identifying moats through gross margins, reducing mistakes on financial statements, improving investing through income statement analysis, and the importance of intelligent buybacks.
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Jan 8, 2024 • 59min

MI316: The Making of a Value Investor w/ Kyle Grieve

Kyle Grieve, value investor and manager of his family portfolio, discusses his journey into value investing, his early mistakes, lessons learned from famous investors, and his writing process. He also talks about the impact of fatherhood and Brazilian Jiu Jitsu on investing and highlights the value of the TIP mastermind community.
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Jan 5, 2024 • 42min

MI Rewind: To Be A Successful Investor, You Need A Budget w/ Jesse Mecham

Jesse Mecham, Founder of You Need A Budget, discusses the Four-Rule Method of budgeting and its importance in personal finance. He also talks about the flexibility of budgeting, the correlation between budgeting and successful investing, and the concept of aging your money.
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Jan 1, 2024 • 60min

MI315: The Power of Mentorship w/ Chris Powers

Chris Powers, a serial entrepreneur and Chairman of Fort Capital, discusses his journey from purchasing his first rental at 17 to becoming successful. He shares the sacrifices he made, the impact of mentorship and faith, and what he learned from investor Sam Zell. The podcast also explores the power of mentorship and personal growth, early real estate ventures, and the transformative power of seeking guidance from experienced individuals.
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Dec 29, 2023 • 53min

MI Rewind: You Don't Have to Go Big w/ Andrew Gazdecki

Andrew Gazdecki, Founder of Microacquire, discusses building a successful business, the differences between bootstrapped and venture-backed companies, changing news coverage for VC-backed companies, and the concept of 'building in public'.
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18 snips
Dec 26, 2023 • 1h 12min

MI314: The Art Of Quality Investing w/ Compounding Quality

The podcast discusses the benefits of quality investing, the importance of returns on invested capital as a metric, the success of founder-led businesses, different types of moats a business can have, and the qualities of a successful investor. It also explores the significance of return on invested capital and reinvestment opportunities, discusses Ulta Beauty as a cannibal stock, and analyzes the quality metrics of Evolution Gaming.

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