Apr 12
Special Announcement: The Intrinsic Value Podcast Update
This week, Shawn and Daniel won't be releasing an episode as usual, but they will be back next Sunday with a new co-host joining them to help break down companies for The Intrinsic Value Portfolio. Plus, Shawn & Daniel are moving over to the main podcast feed for The Investor's P ... Show More
2m 32s
Apr 5
TIVP066: Valuing Constellation Software's Spinoffs: Topicus, Lumine and co. w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O'Malley take a deep dive into four companies operating in the shadow of one of the greatest compounders of the last two decades — Constellation Software. Some investors believe that Topicus, Lumine, Sygnity, and Asseco Poland represent the best way to ow ... Show More
1h 20m
Mar 29
TIVP065: Spotify (SPOT): Investing in Music in the Age of AI w/ Shawn O’Malley & Daniel Mahncke
Shawn O'Malley and Daniel Mahncke explore Spotify Inc. (ticker: SPOT), the world's largest audio streaming platform, and assess whether the company can sustain its growth and improve margins against fierce competition from YouTube, Apple, and Amazon, or whether it will remain tra ... Show More
1h 36m
Apr 2023
TIP546: The Holy Grail of Long-Term Value Investing
On today’s episode, Clay Finck continues his review of Gautam Baid’s book, The Joys of Compounding. Today’s episode is part 4 of our review of this incredible book.
Gautam Baid is the Managing Partner and Fund Manager of Stellar Wealth Partners India Fund, a Delaware-based invest ... Show More
55m 19s
Aug 2017
TIP150: Questions from the Audience, Artificial Intelligence (AI), Options Trading, Value Investing, & The Intelligent Investor (Business Podcast)
IN THIS EPISODE, YOU’LL LEARN: How Artificial Intelligence will disrupt multiple industries. How the best investors in the world use stock screeners. Exactly how much the valuation of stocks change the expected return. How to invest with options in an overvalued market. How to va ... Show More
1h 6m
May 2023
TIP551: Berkshire Hathaway Annual Shareholders Meeting 2023
In this episode, Clay Finck presents his favorite clips from the 2023 Berkshire Hathaway annual shareholder meeting, featuring insightful responses from Buffett and Munger during the marathon Q&A session, along with his own thoughts on their answers.
IN THIS EPISODE YOU’LL LEARN ... Show More
1h 10m
Apr 2024
TIP620: The Intelligent Investor by Benjamin Graham
On today’s episode, Clay shares his lessons from reading The Intelligent Investor by Benjamin Graham. Benjamin Graham was a renowned value investor, lecturer, financial securities researcher, and mentor to billionaire investor Warren Buffett. Graham is widely regarded as the fath ... Show More
59m 56s
Apr 2024
TIP624: Studying Financial History w/ Clay Finck
On today’s episode, Clay discusses various financial crises from the past as discussed in the book This Time is Different by Carmen Reinhart and Kenneth Rogoff. As the saying goes, from a historical perspective, there is nothing new except what is forgotten. Today’s episode will ... Show More
53m 56s
IN THIS EPISODE, YOU’LL LEARN:
02:53 - Why Alphabet’s stock is an investment worth considering for long-term investors today.
10:39 - What rate the digital advertising space is expected to grow.
07:45 - What rate Clay expects Alphabet’s free cash flows to grow conservatively over the next ten years.
13:36 - What expected return Clay expects from Alphabet ... Show More
