Intelligent Investment Today - The Warren Buffett Way

What would happen if the stock market shut down for an entire year — no trading, no price quotes, no daily volatility? In this episode of Intelligent Investment Today , we explore a powerful thought experiment inspired by Benjamin Graham , the father of value investing and mentor to Warren Buffett. By imagining a world without market prices, we strip investing back to its essentials and confront t...

Are financial markets truly efficient, or are they driven by emotion, fear, and human error? In this episode of Intelligent Investment Today , we take a deep but accessible look at the Efficient Market Hypothesis (EMH) and place it head-to-head with the philosophy of Benjamin Graham , the father of value investing. We explain what EMH really means, why it appears convincing in theory, and why it o...

Most investors associate value investing with stock markets, balance sheets, and ticker symbols. But Benjamin Graham never said value investing was about stocks — he said it was about the intelligent allocation of capital. In this episode of Intelligent Investment Today , we explore how the core principles of value investing apply just as powerfully to private businesses as they do to listed compa...

In this special episode of Intelligent Investment Today , we explore value investing through the lens of the Seven Deadly Sins — revealing how Pride, Greed, Envy, Wrath, Sloth, Gluttony, and Lust quietly sabotage investor decisions every day. Drawing on the timeless wisdom of Benjamin Graham , we examine how emotional impulses, market hype, and behavioral biases can derail even the smartest invest...

In this episode of Intelligent Investment Today, host David Coombs takes listeners on a deep-dive into a fictional company - North West Widgets - to explore how Benjamin Graham and Warren Buffett might each evaluate the same investment opportunity. If you have ever wondered how value investors think - or how to apply classic value-investing principles to real-world companies - this episode offers...

In this episode of Intelligent Investment Today, host David Coombs breaks down one of the most essential - and most misunderstood - principles in all of investing: the true difference between investment and speculation. Drawing from the timeless wisdom of Benjamin Graham, mentor to Warren Buffett and father of value investing, David explains why so many market participants think they are investing...

In this episode of Intelligent Investment Today, host David Coombs revisits one of Benjamin Graham's most enduring and influential ideas: Mr Market. First introduced by Graham and later championed by Warren Buffett, the Mr Market metaphor remains one of the most effective tools for understanding market psychology, irrational price swings and the core principles behind value investing. Whether...

In this episode of Intelligent Investment Today, host David Coombs explores one of the most famous episodes in financial history - Tulip Mania, the 17th century Dutch bubble that turned ordinary flower bulbs into symbols of speculative excess. Through the lens of Benjamin Graham's value investing principles, we unpack what drove the mania, how it collapsed, and why the same psychology of gree...

In this episode of Intelligent Investment Today, we take a deep dive into the 2008 Financial Crisis - the most severe market collapse of the modern era - and explore what it teaches us about risk, human behaviour, and investing wisely. Join David Coombs as he breaks down the causes of the crisis, its global impact, and whether value investors are better positioned to weather such storms. Support t...

In this episode of Intelligent Investment Today, we explore one of the most overlooked aspects of value investing: the inevitability of mistakes. Guided by the principles of Benjamin Graham - mentor to Warren Buffett - we discuss why even the most careful investors make errors, how to manage them, and why a disciplined approach still offers the best odds of long-term success. Hear real-world examp...

Can the stars predict the stock market? A century ago, thousands believed they could. Today, the same impulse drives countless investors toward "get-rich-quick" gurus and online influencers. In this episode, we uncover the psychology behind our hunger for shortcuts - and why the disciplined value investor must resist the siren song of certainty. Support the show

In this episode of Intelligent Investment Today, host David Coombs takes a deep dive into one of Warren Buffett's most enduring investment principles - the durable competitive advantage , or what Buffett calls a company's "economic moat." From Coca-Cola's brand loyalty to Amazon's vast logistics empire, we explore what makes certain businesses almost impossible to com...

In this episode of Intelligent Investment Today, we explore one of the most dramatic cautionary tales in financial history: the collapse of Long-Term Capital Management. Founded by Nobel Prize winners and Wall Street legends, LTCM promised near risk-free profits through sophisticated models and extreme leverage - until it all came crashing down. Host David Coombs breaks down how a portfolio contro...

What does a 1970s psychology experiment involving children and marshmallows have to do with long-term investing? In this episode of Intelligent Investment Today, we explore the parallels between delayed gratification and successful value investing, inspired by the teaching of Benjamin Graham. From fancy cars to fast trades, many fail the adult version of the marshmallow test - but is patience a na...

The UK stock market has been underperforming - not just recently, but for years. From Brexit uncertainty to structural investing habits and a lack of flashy tech names, the FTSE has fallen out of favour with both domestic and international investors. But is that negativity justified - or has pessimism gone too far? In this episode of Intelligent Investment Today, host David Coombs applies the lens...

In this episode of Intelligent Investment Today, we tackle one of value investing's oldest questions: how much diversification is enough - and when does it become too much? Guided by the wisdom of Benjamin Graham and Warren Buffet, we explore why spreading your investments across too many stocks can dilute your returns and how over-diversification might actually hurt your portfolio. We break...

In this episode of Intelligent Investment Today, David Coombs dives into a foundational principle of value investing: staying within your circle of competence. Inspiured by the teaching of of Benjamin Graham and the wisdom of Warren Buffett, we explore why it's essential to only invest in businesses you truel understand -and the dangers of pretending you don when you don't. From financia...

Is gold a timeless hedge or just shiny nonsense? In this episode, David Coombs dismantles the glittering myth of gold as a solid investment for value investors. From personal distaste for gaudy accessories to a lack of intrinsic value, nothing escapes scrutiny - not even crypto. But there may be a golden lining: the businesses behind the bling. Tune in for a Graham-inspired reality check. Support...

In this episode of Intelligent Investment Today, we explore one of the most overlooked yet powerful principles in value investing: thinking and acting like a true owner of the business in which we hold stock. Host David Coombs breaks down why adopting an ownership mindset isn't just a philosophical stance, it's a practical strategy that can lead to long-term investment success. Drawing i...

In this episode of Intelligent Investment Today , host David Coombs steps outside the typical boundaries of value investing to explore a surprising topic: intelligent speculation. While speculation is often seen as the antithesis of value investment—as famously defined by Benjamin Graham—David asks whether there’s ever room for a small, controlled gamble in a disciplined investor’s portfolio. From...

In this edition we re-examine one of the central tenets of value investment - The Margin Of Safety Principle. This principle was put forward by Benjamin Graham to insure against mistakes or errors of judgement in the selection of stock. The principles demands a discount to intrinsic value to create a buffer zone against the risks associated with being wrong. In this episode we shall look in closer...

In this edition we take a look at dividend policy and the habit that many businesses have fallen into of retaining earnings when it is not always in the shareholders best interest for them to do so. We consider why many businesses and management teams like to retain earnings rather than pay them out as dividends and why many investors instinctively believe that this is in their best interest. Supp...

In this edition we look at some of the common traits shared by the typical value investor. One of the main qualities seems to be our need to obtain value for money whether that be in the purchase of stocks at less than their intrinsic value or when buying a multi pack of Coca-Cola. We will consider some aspects of character that seem to be ingrained in value investor and cannot be taught. Support...

In this edition we look into a recent report of growing excitement on a certain Reddit forum about a whole new bunch of stocks. What one financial newspaper is tentatively dubbing Gamestop 2.0, we consider if investors have learned their lesson from the previous meme stock craze or we are about to replay the whole thing again. Support the show

In this episode we investigate the pros and cons of investing in smaller listed businesses such as those listed on London's AIM index (Alternative Investments Market).  Support the show