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!
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MI367: How to Invest in the Best of the Best: Quality Investing w/ Shawn O'Malley
Episode 589
Monday, September 2, 2024 • Duration 46:56
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down different investors’ approaches to finding the best of the best companies to own. It’s a strategy known as Quality Investing, and it differs from value investing because quality investors are more focused on finding companies to own forever, as opposed to selling them if they rise above their current intrinsic value.
You’ll learn how definitions of quality vary, how quality investing is still rooted in value investing, what the patterns and building blocks of high-quality companies are, why pricing power is a great way to identify quality businesses, how Chuck Akre approaches quality investing, what Jim Collins’ research on enduringly great companies reveals, and how Chris Mayer finds stocks with 100-to-1 returns—plus so much more!
IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
02:15 - How Quality Investing traces back to Ben Graham
03:10 - What quality investing is generally, and how it differ from other strategies
03:32 - What are the patterns and building blocks of quality businesses
07:51 - Why pricing power is so important to quality stocks
12:37 - How Chuck Akre’s three-legged stool approach to quality investing works
22:12 - What Jim Collins’ intensive study of enduringly great companies reveals for investors
29:57 - How Chris Mayer finds stocks that generate 100-to-1 returns
32:46 - How to define and determine whether a company has a winning corporate culture
41:55 - Why quality investing is really an art form
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.
Compounding Quality’s Investing Philosophy.
Three-Legged Stool Masterclass.
Chris Mayer’s blog
Jim Collins' book, Built to Last.
Thomas Peters' book, In Search of Excellence.
Michael Porter's book, Competitive Advantage.
Lawrence Cunningham's book, Quality Investing.
Thomas Phelps' book, 100 to 1 in the Stock Market.
Jim Collins' book, Good to Great.
Chris Mayer's book, 100 Baggers.
Long Equity's book, The Intelligent Quality Investor.
Check out the books mentioned in the podcast here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.
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Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
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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.
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SPONSORS
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Connect with Shawn: Twitter | LinkedIn | Email
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MI Rewind: Is FAANG the New Value? w/ John Huber
Episode 588
Friday, August 30, 2024 • Duration 01:00:07
Clay Finck chats with John Huber about the edge retail investors can have to beat the market, how watching sports has helped John become a better investors, what to look for in a company to determine it if has a strong moat and competitive advantage, John’s thought’s on portfolio allocation and selling winners, the three factors that go into a stock’s overall return, what led John to recently making Amazon his biggest position in his portfolio, and much more!
John Huber is the Managing Partner of Saber Capital Management, LLC. Saber manages separate accounts as well as a partnership modeled after the original Buffett Partnership fee structure.
IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
06:57 - How retail investors can have an edge over other investors in the market.
10:08 - How watching sports has helped John become a better investor.
16:04 - What to look for in a company to determine if it has a strong moat and competitive advantage.
27:16 - John’s thoughts on portfolio allocation and selling winners.
31:52 - The three factors that go into a stock’s overall investment return.
42:50 - What led John to recently making Amazon his biggest position in his portfolio.
56:05 - Whether John considers the company’s impact on society when forming his investment thesis.
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.
Check out John’s fund and research, Saber Capital Management.
Related episode: Listen to MI125: Investing Like Warren Buffett w/ Jake Taylor, or watch the video.
Related episode: Listen to MI159: The Science of Hitting w/ Alexander Morris, or watch the video.
Check out the books mentioned in the podcast here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.
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.
SPONSORS
Support our free podcast by supporting our sponsors:
Fiscal.AI
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Millennial Investing Podcast Trailer
Tuesday, July 30, 2024 • Duration 02:35
Millennial Investing by The Investor’s Podcast Network is hosted by Shawn O’Malley.
Millennial Investing by The Investor’s Podcast Network is hosted by Shawn O’Malley.This popular podcast has been downloaded over 10 million times and dives into a range of topics from a value investor’s perspective. From the lessons of history’s best investors to breaking down interesting companies, outlining different approaches to stock investing, recapping the most influential investing books ever written, and more — Millennial Investing has everything you need to help you on your investment journey.
Tune in each week and start growing your knowledge and wealth today!
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MI Rewind: Warren Buffett, Charlie Munger, and Berkshire Hathaway w/ Adam Mead
Episode 570
Friday, November 24, 2023 • Duration 01:08:59
Robert Leonard chats with Adam Mead about his book, “The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger's Conglomerate Masterpiece.”
Aside from being a Buffett enthusiast and lifelong learner of business, Adam is the CEO and Chief Investment Officer of Mead Capital Management, LLC.
IN THIS EPISODE, YOU’LL LEARN:
• 00:00 - Intro
• 02:54 - Who is Warren Buffett and Charlie Munger?
• 02:54 - How did they influence each other’s investing approach?
• 06:36 - Who is Benjamin Graham and what was his impact on Buffett?
• 08:46 - What is value investing and why is it relevant in today’s market?
• 25:12 - The evolution of Berkshire Hathaway (BRK) and common misconceptions about it.
• 37:20 - Why Buffett hasn’t deployed BRK’s large cash pile amid the COVID crisis?
• 43:51 - Why investors shouldn’t just copy Buffett’s stock picks.
• 45:20 - What has been the leading cause for Buffett’s underperformance over the last decade?
• 52:42 - The timeless principles of the Oracle of Omaha that have led to his success and are worth following.
• 57:08 - The future of BRK and if it will survive without Buffett and/or Munger.
And much, much more!
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Adam Mead’s book The Complete Financial History of Berkshire Hathaway.
Mead Capital Management website.
The Oracle’s Classroom YouTube channel.
Stig Brodersen and Preston Pysh’s book Warren Buffett Accounting Book.
Peter Kaufman’s book Poor Charlie’s Almanack.
Benjamin Graham’s book The Intelligent Investor.
All of Robert’s favorite books.
NEW TO THE SHOW?
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.
SPONSORS
Support our free podcast by supporting our sponsors:
Fiscal.AI
Connect with Adam Mead: Website | Twitter | LinkedIn | Facebook
Connect with Robert: Website
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MI307: Unpacking The Money Mind w/ Robert Hagstrom
Episode 569
Tuesday, November 21, 2023 • Duration 01:03:31
Kyle Grieve chats with Robert Hagstrom about the benefits of reading fiction for improving your investing process, the best mental models Robert learned from his time working with Bill Miller, the importance of understanding complex adaptive systems for understanding the market, how to use the DCF model according to Buffett and Munger, strategies for using multiple mental models in your day-to-day life to think better, and a whole lot more!
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
03:48 - The Lessons from 3 of fiction's best detectives that will make you a better investor.
10:16 - Insights from investments in Dell Computer and Amazon.
10:37 - Why you should look at the market through a biological model over a physics-based model.
10:37 - The importance of network economics in a digital age.
26:55 - Ways to improve efficiency from books that you read.
38:10 - Interesting data points on the advantages and disadvantages of a concentrated portfolio.
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.
Buy a copy of The Warren Buffett Portfolio: Mastering the Power of the Focus Investment Strategy here.
Buy a copy of Warren Buffett: Inside the Ultimate Money Mind here.
Buy a copy of The Detective And The Investor here.
Buy a copy of Investing: The Last Liberal Art here.
Buy a copy of The Warren Buffett Way here.
Related Episode: Listen to TIP360: Inside The Money Mind Of Warren Buffett w/ Robert Hagstrom, or watch the video.
Related Episode: Listen to MI222: How To Invest Like Warren Buffett w/ Robert Hagstrom, or watch the video.
NEW TO THE SHOW?
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.
SPONSORS
Support our free podcast by supporting our sponsors:
Fiscal.AI
Connect with Kyle: Twitter | LinkedIn | Website
Connect with Robert: Twitter | LinkedIn | Website
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MI306: Almanacks and Anthologies w/ Eric Jorgenson
Episode 568
Monday, November 20, 2023 • Duration 51:08
In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with Eric Jorgenson to talk not only about his recently released book called The Anthology of Balaji. They also touch on some of his key learnings from writing the Almanack of Naval Ravikant, how to build the future according to Balaji, Balaji’s bitcoin bet, and what Eric’s new role at Scribe media will be and how it came about.
Eric Jorgenson is the author of The Almanack of Naval Ravikant and the Anthology of Balaji. He is the host of the Smart Friends podcast and is an investor in early stage tech start-ups. In 2011, he joined the founding team of Zaarly, a company dedicated to helping homeowners find accountable service providers they can trust. His business blog, Evergreen, educates and entertains more than one million readers.
He recently became the CEO of Scribe Media.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro.
03:30 - How Eric describes what he does.
03:53 - What a creator capitalist is.
05:13 - Why he choose to focus on tech entrepreneurship.
08:25 - How Eric became interested in Naval Ravikant.
11:54 - How publishing the books through Scribe has changed his life.
23:17 - Why desires gets in the way of happiness.
25:51 - Why wealth may not lead to the happiness people think.
27:53 - What Eric’s writing process looks like.
31:04 - Why he became intrigued with Balaji.
33:05 - What Balaji’s reading habits are and why he has studied history in depth.
42:32 - What transhumanism is.
46:54 - What Balaji’s big ideas are for building the future.
49:24 - Why Balaji made his infamous Bitcoin bet.
52:33 - What Eric’s new role at Scribe Media will be and how it came about.
54:53 - How Scribe is disrupting the traditional publishing model for books.
*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.
Sign up for TIP’s free newsletter, We Study Markets.
The Almanack of Naval Ravikant by Eric Jorgenson.
Richer, Wiser, Happier by William Green.
The Anthology of Balaji by Eric Jorgenson.
Smart Friends podcast.
Naval Ravikant episode on The Knowledge Project.
Poor Charlie’s Almanac.
Principles by Ray Dalio.
Zero to One by Peter Thiel and Blake Masters.
The Egg by Andy Weir.
The Sovereign Individual by James Dale Davidson.
The Network State by Balaji Srinivasan.
NEW TO THE SHOW?
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.
SPONSORS
Support our free podcast by supporting our sponsors:
Fiscal.AI
Connect with Patrick: Twitter
Connect with Eric: Website | Twitter
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MI Rewind: Infinite Banking with Chris Naugle
Episode 567
Friday, November 17, 2023 • Duration 01:12:56
Robert Leonard and Chris Naugle talks through the concept of “infinite banking” in-depth.
Chris is an accomplished entrepreneur, real estate investor, and author. He is the CEO and Founder of FlipOut Academy and The Money School, while having also participated in an HGTV show “Risky Builders” with his wife Lorissa.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
07:01 - What is infinite banking?
07:01 - Why it may, or may not, be "too good to be true."
14:47 - How to use infinite banking to get out of debt.
14:47 - Who uses infinite banking successfully right now?
22:39 - How to use infinite banking to build wealth.
And much, much more!
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Chris Naugle on TIP’s Real Estate Investing podcast.
Bauer Financial.
Austrian Economics.
Nelson Nash’s book Infinite Banking.
Chris Naugle’s book Mapping Out the Millionaire Mystery.
Chris Naugle’s book The Private Money Guide: Real Estate Edition.
Thomas Stanley and William Danko’s book The Millionaire Next Door.
All of Robert’s favorite books.
NEW TO THE SHOW?
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.
SPONSORS
Support our free podcast by supporting our sponsors:
Fiscal.AI
Connect with Chris: Website | LinkedIn | Instagram
Connect with Robert: Instagram | Twitter | LinkedIn | Facebook
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MI305: Exploring the DNA of Quality Businesses w/ Lawrence Cunningham
Episode 566
Tuesday, November 14, 2023 • Duration 55:46
Kyle Grieve chats with Lawrence Cunningham about Warren Buffett’s focus on value, Warren’s unique long-term perspective, how the most successful managers utilize self-reflection to help reduce further mistakes, why capital efficiency metrics are so important to the success of a business and its incentive program, a great biological mental model called “security from obscurity” to help identify under the radar businesses, why quality shareholders are so important for public corporations, and a whole lot more!
Lawrence Cunningham’s seminal work was the book The Essays Of Warren Buffett: Lessons for Corporate America. He was a Professor of Corporate Governance for 15 years at George Washington University. He serves on the board of directors for several public businesses such as: Constellation Software, Kelly+Partners Group, and Markel Group. He’s published several other books on quality such as Quality Shareholders, Margin Of Trust, and Quality Investing.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro.
11:29 - Overcoming the challenge of assessing management decision-making.
19:12 - Why personal connections are so underrated in investing.
22:25 - The benefits of incremental innovation and who is doing it well.
33:36 - The role of trust in Berkshire Hathaway.
50:31 - The three different shareholder types and why you should be a quality shareholder.
*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.
Check out Quality Investing here.
Margin Of Trust here.
Quality Shareholders here.
The Essays Of Warren Buffett: Lessons For Corporate America here.
NEW TO THE SHOW?
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.
SPONSORS
Support our free podcast by supporting our sponsors:
Fiscal.AI
Connect with Kyle: Twitter | Website
Connect with Lawrence: Twitter | LinkedIn | Website
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MI Rewind: Contrarian Thinking w/ Codie Sanchez
Episode 565
Friday, November 10, 2023 • Duration 33:58
Robert Leonard talks to Codie Sanchez about where her curiosity for becoming a contrarian came from, her favorite ways of building cash flow with no money, and a bunch more.
Codie Sanchez is a reformed journalist turned institutional investor. Throughout her career, she has worked the intersection of marketing and money, finding contrarian ways to invest.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
05:44 - Why Codie thinks the saying "Money can't buy you happiness" is wrong.
11:14 - The importance of books in contrarian thinking.
14:44 - Why rental properties might be a dumb idea according to Codie.
22:01 - How Codie financed a laundromat deal that went viral on Twitter because it had a net of $67,000 when it only needed $100,000 to close.
28:16 - What the quote, “The world is the classroom, the school is the prison,” means.
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.
Codie Sanchez’s Twitter Thread 10 Hard Truths About Getting Rich.
Codie Sanchez’s free e-book 28 Passive Income Ideas.
Christopher Hitchen's book Letter to a Young Contrarian.
Andrew Robert's book Churchill: Walking with Destiny.
Morgan Housel’s book The Psychology of Money.
David Swensen’s book Unconventional Success.
Mark Manson’s book Subtle Art: Counterintuitive Approach to Living a Good Life.
All of Robert’s favorite books.
NEW TO THE SHOW?
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.
SPONSORS
Support our free podcast by supporting our sponsors:
Fiscal.AI
Connect with Codie: Website | Twitter | LinkedIn
Connect with Robert: Website | Twitter | Instagram
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MI304: Evolving The Value Investing Mold w/ Adam Seessel
Episode 564
Tuesday, November 7, 2023 • Duration 53:46
Kyle Grieve chats with Adam Seessel about the importance of R&D spend to a business's competitive advantage, why value investors should embrace tech as a massive creator of value, how following Benjamin Graham to the letter is causing some investors to hold onto outdated ways of thinking, why studying network effects is so important in the digital age, the importance of buying quality businesses over cheap businesses, using Adam’s BMP method on one of his newest acquisition Texas Instruments, and a whole lot more!
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
03:54 - Why we should prioritize quality businesses over cheap ones.
02:51 - The basics of the BMP method.
10:38 - The importance of R&D spend for competitive advantage.
29:44 - Why value investors should embrace tech for value creation.
31:43 - Questioning the strict adherence to Benjamin Graham's principles.
42:46 - The significance of studying network effects in the digital age.
46:50 - Applying the BMP method to Texas Instruments.
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.
Read Adam’s book Where The Money Is.
NEW TO THE SHOW?
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.
SPONSORS
Support our free podcast by supporting our sponsors:
Fiscal.AI
Connect with Kyle: Twitter | Website
Connect with Adam: LinkedIn | Website
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