We Study Billionaires - The Investor’s Podcast Network

In this episode, you'll learn: · How to invest link an endowment · Why innovation in an asset class. · Why portfolio construction is the most overlooked activity while security selection is the most overvalued activity · Why asset allocation drives returns more than security selection · Ask The Investors: Am I too old to start value investing? BOOKS AND RESOURCES MENTIONED IN THIS EPISODE Tweet directly to Mark Yusko Mark Yusko’s company Morgan Creek Funds Robert Kiyosaki’s book,...

In this episode, you'll learn: · The group’s intrinsic value assessment of $T, $STMP, and $RELIANCE · Why now is the time to short Vonage Holdings Corp? · Why activist Elliot Management is taking a position in AT&T · Why Stamps.com might still be undervalued after the stock just soared 60% · If Reliance Industries Limited is the Alibaba of India · Ask The Investors: How do I read the earnings statement for Berkshire Hathaway? BOOKS AND RESOURCES MENTIONED IN THIS EPISODE Preston and...

In this episode, you'll learn: · How to turn commercial real estate into passive income · Why all stock investors should consider including commercial real estate in their portfolio · What are the major risk factors of investing in commercial real estate? · What are the value drivers behind commercial real estate, and how is it different than single-family residence? · How commercial real estate investors take advantage of imperfect information? Resources Mentioned: Contact Ian...

In this episode, you'll learn: · What is the REPO rate and why it’s important for you. · How the regulations from the 2008 financial crisis have changed the markets today · How to position yourself in today’s volatile financial markets · Why the stock market will soar and not the opposite if we experience more QE Resources Mentioned: Luke Gromen’s book, Mr. X interviews – Read reviews of this book Luke Gromen’s website, The Forrest for the Trees Luke's Gromen's Twitter...

In this episode, you'll learn: · Understanding the drivers behind gold · How to combine blockchain security and gold purchase · Why there are different types of gold and what is ideal for you · The current market conditions for the gold price Resources Mentioned: Ken Lewis’ company, APMEX Ken Lewis’ company, OneGold The free site Ken Lewis use for his gold research Goldhub.com The Investor’s Podcast’s new show Silicon Valley hosted by Shawn Flynn Download your free audio book at...

In this episode, you'll learn: · How to value Bitcoin based on the stock to flow ratio · What the Bakkt exchange is and why it will change the landscape of Bitcoin · Why it’s important to understand Sharpe’s ratio when you invest in Bitcoin · How investors should think about educating themselves about Bitcoin · Ask The Investors: Should I invest in China? Resources Mentioned: Tweet directly to Plan B Plan B's white paper: Modeling Bitcoin's Value w/ Scarcity The highest ranked...

In this episode, you'll learn: · Why a higher demand for Bitcoin indirectly makes the currency more secure and in turn a better store of wealth · Why the adoption of a deflationary currency like Bitcoin will encourage people to think long term and invest more · Why the clearance mechanisms of central banks will ensure the fiat currency system’s survival · Why profitable bitcoin mining in the future won’t be using fossil fuels · Why Altcoins can’t compete with Bitcoin regardless of any...

In this episode, you'll learn: · If now is a good time to short Netflix · How to value Netflix · Why value investing has been underperforming for a long period of time · Why the price to book is not a good indicator for outperformance Resources Mentioned: Tobias Carlisle’s, Acquirers Fund Tobias Carlisle's new podcast, The Acquirers Podcast Tobias Carlisle's book, The Acquirer's Multiple - read review of this book Tweet directly to Tobias Carlisle Visit the home page of our new...

In this episode, you'll learn: · How to assess the intrinsic value of Natural Gas Services ($NGS) · How to assess the intrinsic value of Gencore Industries ($GENC) · How to assess the intrinsic value of Crimson Wine Group ($CWGL) · How to value a company based on high asset value · How to identify that you are at the trough of the cycle · Ask The Investors: How should I determine position sizes in my portfolio? Resources Mentioned: Eric Cinnamond’s Investment Company, Palm Valley...

In this episode, you'll learn: · Why Quantitative Easing is very likely in the fourth quarter of 2019 · The full picture of the global debt situation · How Central Banks are all connected · The outlook for Bitcoin and Gold Resources Mentioned: https://www.realvision.com/tv/shows/skin-in-the-game/videos/financial-engineering-unfunded-pensions-and-potential-disaster Connect with Raoul Pal on Twitter Raoul Pal’s website, Real Vision TV with free videos Download your free audio book at...

In this episode, you'll learn: · Why the best investors are only right 70% of the time · How to ensure that you don’t move the market even though you manage $100B · Why the US stock market has done worse than what the numbers say · Why you should be a top-down macro stock picker · Ask The Investors: What do you think about factor investing? Resources Mentioned: Ken Fisher’s website, Fisher Investments Ken Fisher’s books Download your free audio book at Audible. Find the best job...

In this episode, you'll learn: · How to value Alphabet Inc. and why it’s undervalued · Why Mastercard and Netflix might be good investments · Why P/E is not a good indicator when comparing valuation and competitive advantage · How to identify a shareholder friendly management · Ask The Investors: What should students know about investing? Resources discussed during the show: Bill Nygren’s website Download your free audio book at Audible. Find the best job candidate at...

In this episode, you'll learn: · How to asses the intrinsic value of Bed Bath & Beyond · Why Bed Bath & Beyond is shorted so heavily and why it’s an advantage for you as a long investor · How to make money in a commoditized business with no moat · Why Bed Bath & Beyond could be taken private · Ask The Investors: How do you factor in macro indicators when valuing stocks? Resources discussed during the show: Jesse Felder's popular podcast, Superinvestors Jesse Felder's Blog, The Felder...

In this episode, you'll learn: · How to value bitcoin using the Mayer Multiple · Why bitcoin is about bringing trust to a new monetary system · How bitcoin might look in 5 years from now · How to think about the energy consumption of bitcoin Resources discussed during the show: Trace's Bitcoin Podcast Trace Mayer on Twitter More information about the Mayer Multiple Follow the Mayer Multiple on Twitter Download your free audio book at Audible. Find the best job candidate at...

In this episode, you'll learn: · Why we’re not a typical credit cycle. · The bull and bear case of commodities · Why the bond market should have higher yields than it has today · Which big tech stock to invest in and why Resources discussed during the show: Luke Gromen’s website, The Forrest for the Trees Download your free audio book at Audible. Find the best job candidate at Ziprecruiter. Grow your wealth without sacrificing your values with Swell. Send money abroad the smart way...

In this episode, you'll learn: · Michael Bloomberg’s top best advice for a successful business career · Michael Bloomberg’s advice to young entrepreneurs · What Michael Bloomberg’s childhood was like · How Michael Bloomberg started his own company · Ask The Investors: Why is inflation good if you borrow money? BOOKS AND RESOURCES MENTIONED IN THIS EPISODE Download your free audio book at Audible. Find the best job candidate at Ziprecruiter. Grow your wealth without sacrificing your...

In this episode, you'll learn: · How to estimate the intrinsic value of Facebook · The projection of the future growth of Facebook · What the main threat to Facebook is · How to assess the competitive situation between Google, Facebook, and Amazon · Ask The Investors: Is knowing how to estimate the intrinsic value of a stock enough to build a portfolio? BOOKS AND RESOURCES MENTIONED IN THIS EPISODE John Huber's, articles and investment theses John Huber's stock pitch of...

In this episode, you'll learn: · The group’s intrinsic value assessment of $IGGGF, $RP, $SLACK, $AUBN, and $WORK · If I Got Games is truly as cheap as the numbers indicate · Whether now is the best time to short RealPage · If Slack has a sustainable business model · Why Auburn National Bancorporation is a good dividend stock with little risk · Ask The Investors: Which investment mistake did you make recently and why? BOOKS AND RESOURCES MENTIONED IN THIS EPISODE Preston and Stig's...

On today's show we talk to legendary investor Bill Miller. Miller holds the record for 15 consecutive years beating the S&P 500 as a mutual fund manager. Since 2009, Miller has outperformed the market by achieving a 20.4% annual return. In this episode, you'll learn: · How Bill Miller thinks about the Trade War and the implications for the stock investor · How Bill Miller are sizing his equity positions · Why Bill Miller is fully invested in stocks right now · Why the traditional value...

Once a year Billionaires Warren Buffett and Charlie Munger hold their annual shareholder meeting for Berkshire Hathaway. This episode covers four interesting questions that Buffett and Munger were asked during the meeting. In this episode, you'll learn: · If Warren Buffett would invest in an index fund with his excess cash of more than $100B? · How do I decide where to start when building my circle of competences? · Why Warren Buffett has a different view on Corporate Governance than...