IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:46 - Why you might want to consider attending conferences.
06:36 - Why networking is important.
09:11 - What a real estate syndication is.
12:05 - How syndication investments impact your taxes.
19:56 - What a 1031 exchange is.
31:10 - How to think about asset allocation.
44:58 - The current market environment. ... Show More
Apr 25
TIVP68: CoStar Group (CSGP): The Real Estate Empire Making a $5 Billion Bet w/ Shawn O'Malley & Daniel Mahncke
Shawn O'Malley and Daniel Mahncke explore CoStar Group (ticker: CSGP), the dominant provider of commercial real estate data and analytics, and assess whether the company's massive $5 billion bet on Homes.com can successfully crack the residential real estate market dominated by Z ... Show More
1h 36m
Apr 19
TIVP067: Portfolio Review: Thoughts on Airbnb, Reddit, Adobe, and co. w/ Daniel Mahncke, Shawn O'Malley, & Kyle Grieve
Daniel Mahncke, Shawn O'Malley, and Kyle Grieve take a closer look at the Intrinsic Value Portfolio and some of the high-priority watchlist companies. The episode covers high-conviction portfolio holdings such as Airbnb, Universal Music Group, Reddit, and Exor, as well as watchli ... Show More
1h 46m
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
Mar 2023
TIP537: The Surprising Opportunities in Commercial Real Estate w/ Ian Formigle
Trey brings back TIP fan favorite, Mr. Ian Formigle. Together they discuss the future of office and retail, the risks of capital calls in a downward market, and much more.
Ian is the Chief Investment Officer of Crowdstreet and our go-to expert on all things real estate, especiall ... Show More
1h 22m
Oct 2022
TIP485: Market Updates, Ray Dalio Retiring, Elon Buying Twitter and Elemental Power w/ Josh Wolfe
IN THIS EPISODE, YOU’LL LEARN:
03:40 - Why Josh believes we are at an Entropic Apex in the current markets.
06:14 - His beliefs around peace through strength and why he backed billionaire Palmer Luckey’s new defense startup, Andruil.
27:06 - Why Stan Druckenmiller invested in ... Show More
1h 4m
Jun 2024
TIP639: Buffett's Favorite Business Book w/ David Fagan
On today’s episode, Clay is joined by David Fagan to discuss Don Keough’s book, The Ten Commandments of Business Failure. Don Keough was the President and COO of Coca-Cola. During Keough’s and Roberto Goizueta’s leadership, Coca-Cola’s stock compounded at 27% per annum from 1981 ... Show More
1h 6m