The Intrinsic Value Podcast
Value investing and business analysis
- Best for
- Learning how investors think about companies and valuation.
- Starting point
- Start with the most recent episode on a classic business or valuation framework.
Learning Hub
Podcasts
Curated podcasts and episodes for learning from investors, operators, business builders, and capital allocators.
These are meant to be sampled regularly rather than consumed passively.
Showing 6 podcasts
Invest Like the Best
Investors, founders, business models
- Best for
- Broad exposure to high-quality operators and investors.
- Starting point
- Begin with episodes on capital allocation, business quality, and management.
Capital Allocators
Institutional investing and capital allocation
- Best for
- Understanding asset managers, allocators, and investment processes.
- Starting point
- Start with interviews on allocator decision-making and portfolio construction.
Business Breakdowns
Company and industry deep dives
- Best for
- Learning how businesses work.
- Starting point
- Choose a company you already know and follow the full breakdown.
Acquired
Company histories and strategy
- Best for
- Understanding how great companies were built.
- Starting point
- Begin with an episode on a company you are already studying.
Value Hive
Value investing interviews
- Best for
- Hearing from public equity investors.
- Starting point
- Start with the best-known guest interviews around business quality and valuation.