Intelligent Investment Today - The Warren Buffett Way

Peter Lynch is often remembered as one of the greatest growth investors of all time — but was he actually a value investor in disguise? In this episode of Intelligent Investment Today , we explore the investing philosophy of Peter Lynch and examine how his approach blended elements of both growth and value investing. From his famous “buy what you know” principle to his use of the PEG ratio and foc...

In this episode of Intelligent Investment Today , we complete our trilogy of financial statement analysis by exploring the cash flow statement through the lens of Benjamin Graham. Why do experienced investors place so much importance on cash generation? Because while profits can be adjusted and narratives can mislead, cash flow often reveals the underlying economic reality of a business. We examin...

Benjamin Graham believed that intelligent investing begins with understanding the real economics of a business. In this episode, we explore the income statement and the critical role it plays in determining intrinsic value. From stable earnings and operating margins to interest coverage and accounting scepticism, we examine how Graham-style investors separate durable businesses from temporary succ...

In this episode of Intelligent Investment Today , we return to the foundations of classic value investing and explore the discipline Benjamin Graham considered essential: balance sheet analysis . While modern markets obsess over stories, growth narratives, and technological excitement, Graham insisted that intelligent investing begins with something far more concrete — financial reality . Drawing...

In this episode of Intelligent Investment Today , we take a deep dive into the world of bonds and fixed income investing — and explore why Benjamin Graham believed many investors misunderstood the risks involved. While bonds are often presented as “safe” investments, the reality is far more complex. We examine the critical differences between government bonds, corporate bonds, secured debt, unsecu...

What can a mindset book teach us about investing? In this episode of Intelligent Investment Today , David Coombs explores the surprising connection between The Subtle Art of Not Giving a F*ck and the principles of value investing. From ignoring short-term market noise to staying disciplined during volatility, this episode examines how selective focus, emotional control, personal responsibility, an...

In this episode of Intelligent Investment Today , we explore a powerful and often overlooked idea attributed to Warren Buffett: “If your salary is your only income, you are only one step away from poverty.” At first glance, the statement may seem extreme. But as we unpack it, a deeper message emerges — one about financial vulnerability, behavioural habits, and the true foundations of long-term wea...

In this episode of Intelligent Investment Today , we explore Common Stocks and Uncommon Profits by Philip Fisher — a book that takes investing beyond the numbers and into the heart of the business itself. While traditional value investing, as taught by Benjamin Graham, focuses on valuation and margin of safety, Fisher introduces a different perspective: the importance of business quality, long-ter...

In this episode of Intelligent Investment Today , we analyse The Coca-Cola Company through the lens of value investing. Often regarded as one of the most recognisable and durable businesses in the world, Coca-Cola offers a powerful case study in simplicity, brand strength, and competitive advantage. But as every disciplined investor knows, a great business is not always a great investment. Drawing...

In this episode of Intelligent Investment Today , we explore the early life and formative experiences of Warren Buffett — one of the most influential investors in history. From his childhood fascination with numbers and small entrepreneurial ventures in Omaha, to his first lessons in the stock market and the pivotal influence of Benjamin Graham, Buffett’s journey is a masterclass in the developmen...

In this episode of Intelligent Investment Today , we explore a subtle but critical question for investors: how much should we trust management? Drawing on the insights of Benjamin Graham, the father of value investing, we examine why even the most disciplined investors must be cautious when evaluating the people running a business. From Graham’s famous “moustache” anecdote to the challenges of ass...

In this episode of Intelligent Investment Today , we take a deeper dive into one of the most overlooked works by Benjamin Graham — Storage and Stability. While Graham is best known for The Intelligent Investor and Security Analysis , this lesser-known book reveals a broader and more ambitious side of his thinking—one focused not just on investing, but on economic stability itself . We explore Grah...

When markets turn volatile, many investors do the same thing: sell, step back, and move into cash. It feels safe. It feels smart. But what if that instinct is quietly working against you? In this episode, we unpack the rush to cash during times of crisis — and reveal the less visible risks that come with it, including inflation, missed opportunities, and long-term wealth erosion. A must-listen for...

Why did Charlie Munger say the first $100,000 is the hardest to earn—and what does that mean for your investing journey? In this episode of Intelligent Investment Today , we break down one of the most powerful (and often misunderstood) ideas in value investing. Alongside insights from Warren Buffett’s long-time partner, we explore why the early stages of building wealth feel slow—and why that’s co...

Would the father of value investing ever buy Bitcoin? In this episode of Intelligent Investment Today , we explore how the principles of legendary investor Benjamin Graham might apply to the modern world of cryptocurrency. Long before digital assets existed, Graham established the foundations of value investing , teaching investors to focus on intrinsic value, thorough analysis, and the famous con...

Benjamin Graham is widely known as the father of value investing and the mentor to Warren Buffett. Most investors associate Graham with undervalued stocks, intrinsic value, and the famous concept of the margin of safety. But Graham believed intelligent investing involved much more than stock selection. In this episode of Intelligent Investment Today , we explore Benjamin Graham’s views on bonds —...

Geopolitical tensions can shake financial markets within hours. Headlines intensify, oil prices surge, and investors often react emotionally. But how should disciplined investors respond? In this episode of Intelligent Investment Today , we explore how the timeless principles of value investing — first articulated by the legendary investor and teacher Benjamin Graham — can help investors remain ra...

Even the greatest investors make mistakes. In this episode of Intelligent Investment Today, we examine five of the most instructive errors made by Warren Buffett - Graham's most famous student - and explore what they reveal about the true practice of value investing. From the costly acquisition of Dexter Shoe to missed opportunities like Amazon, these moments of misjudgement illuminate princi...

Why do so many value investors live modestly, drive unfashionable cars, and get strangely excited about discounted groceries? In this episode of Intelligent Investment Today , we explore the surprising connection between frugality and value investing — and why the principles taught by Benjamin Graham often extend far beyond the stock market. From dented tins of beans to £5,000 sports cars, we exam...

In this episode of Intelligent Investment Today , we explore one of the most frustrating experiences in investing: watching carefully chosen undervalued stocks underperform for months — or even years — while speculative assets surge. Drawing on the teachings of Benjamin Graham, widely regarded as the father of value investing and mentor to Warren Buffett, we examine why value investing can feel in...

Warren Buffett is widely celebrated as the greatest stock picker of all time. But what if that popular belief misses the real source of his success? In this episode of Intelligent Investment Today , David Coombs explores a provocative idea: Buffett’s enduring advantage is not stock selection — it is capital allocation. From his early days applying Benjamin Graham’s value investing principles to th...

In this episode of Intelligent Investment Today , we step away from stock prices, market forecasts, and short-term noise to explore how one of history’s greatest investors actually thought. Charlie Munger, long-time partner of Warren Buffett and vice chairman of Berkshire Hathaway, believed that investment success was not driven by complex formulas or superior intelligence—but by sound judgment, e...

What does it take for a company to survive—and thrive—for the next 100 years? In this episode of Intelligent Investment Today , David Coombs introduces the 100-Year Stock Test , a long-term value investing framework inspired by the principles of Benjamin Graham and enduring business fundamentals. Instead of chasing short-term market trends, this episode challenges investors to think like long-term...

In this episode of Intelligent Investment Today , we explore the dark side of finance by examining some of the worst balance sheets in modern corporate history . Instead of celebrating great businesses, we analyse how Enron, Lehman Brothers, and WeWork —once admired, widely owned, and highly praised—were ultimately destroyed by weak financial foundations. Each of these companies appeared successfu...

Are net-net stocks —Benjamin Graham’s most extreme value-investing strategy—still alive in today’s hyper-efficient markets? In this episode of Intelligent Investment Today , David Coombs revisits the legendary net-net investing strategy , a deep-value approach made famous by Benjamin Graham, and examines whether it still works in 2026 . Once considered the purest form of margin of safety , net-net...