This week, Ryan Sablan, a member of our Intrinsic Value Community of investors, joins Shawn to discuss how he's managed to outperform the S&P 500 for nearly 15 years now. Ryan was a founding member of The Intrinsic Value Community, which Shawn & Daniel started in 2025. In the episode, they discuss Charlie Munger's secret to beating the market, why Warren Buffett looks at the balance sheet first for new investments, how to use alternative metrics to gain insights into companies, and more! If you want to connect with talented investors like Ryan, you can apply to join our Intrinsic Value Community here: https://www.theinvestorspodcast.com/intrinsic-value-community/ What you’ll learn here: 00:00:00 - Intro 00:01:21 - Ryan's Track Record & Investing Journey 00:02:13 - Ryan's Background & Blackjack Lessons 00:07:56 - Investing Goals & The Game Framework 00:10:25 - Asymmetric Value Investing & Beating the Market 00:16:18 - How Ryan Sources Ideas & Circle of Competence 00:24:45 - Research Process & What to Look at First 00:34:49 - Alternative Metrics & Community Events 00:41:18 - Case Study: Newspapers & Structural Decline 00:47:20 - Handling Doubt & Market Valuation 00:53:41 - Advice for New & Intermediate Investors 00:58:43 - Biggest Investing Influences & Super Investors 01:02:04 - Closing Remarks Charlie Munger's speech on Coca-Cola - https://jamesclear.com/great-speeches/a-lesson-on-elementary-worldly-wisdom-by-charlie-munger 📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/subscribe-youtube/ 🤝 Connect with dedicated, savvy investors who are committed to building wealth alongside you. https://www.theinvestorspodcast.com/intrinsic-value-community/ ▶️ Related Episodes - Valuing Constellation Software (CSU): 100-Bagger at Historic Drawdown: https://youtu.be/eqXXM8ZGAD8 - Chapters Group: Billionaires bet on this potential 100-Bagger: https://youtu.be/24Fr71kKeew Listen to our episodes here: https://open.spotify.com/show/7dnn22EWyo6MLsPaR492BM Visit our website: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #TIVC #ITheIntrinsicValueCommunity #RyanSablan #CharlieMunger #BeatTheMarket