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Intelligent Investment Today - The Warren Buffett Way
David Coombs
75 episodes
1 week ago
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 companies. Using the example of a small, independent grocery store, we ask how a value investor — in th...
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All content for Intelligent Investment Today - The Warren Buffett Way is the property of David Coombs and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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 companies. Using the example of a small, independent grocery store, we ask how a value investor — in th...
Show more...
Investing
Business,
Entrepreneurship
Episodes (20/75)
Intelligent Investment Today - The Warren Buffett Way
Value Investing Beyond Stocks: How Graham and Buffett Might Buy a Small Business
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 companies. Using the example of a small, independent grocery store, we ask how a value investor — in th...
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1 week ago
15 minutes

Intelligent Investment Today - The Warren Buffett Way
The Seven Deadly Sins of Investing: Benjamin Graham’s Lessons for Modern Value Investors
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 investors. Each sin takes the stage as we uncover: How Pride fuels overconfidence and destroys discipline...
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2 weeks ago
13 minutes

Intelligent Investment Today - The Warren Buffett Way
Surviving Market Shocks: A Benjamin Graham Approach to Card Factory's 30% Drop
In this episode of Intelligent Investment Today, David Coombs dives into a real-life investing experience following a shocking 30% drop in his holding of Card Factory. Using Benjamin Graham's timeless value investing principles, he explains how to separate market noise from genuine changes in intrinsic value, stay rational under pressure, and spot opportunities in market overreactions. Support the show
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3 weeks ago
11 minutes

Intelligent Investment Today - The Warren Buffett Way
Is This Boring Business a Hidden Value Stock? Graham vs. Buffett on "North West Widgets"
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 a clear, entertaining walkthrough. #valueinvesting #BenjaminGraham #WarrenBuffett #intrinsi...
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4 weeks ago
11 minutes

Intelligent Investment Today - The Warren Buffett Way
Benjamin Graham's Guide to Investment vs Speculation: A Foundation of Value Investing
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 when really they are speculating - and why that confusion can lead to dangerous, unintended riak...
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1 month ago
12 minutes

Intelligent Investment Today - The Warren Buffett Way
Understanding Mr. Market: Why Benjamin Graham's Most Powerful Metaphor Still Drives Value Investing Today
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 you're new to investing or a seasoned student of Graham, this episode offers a timely reminder of the...
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1 month ago
13 minutes

Intelligent Investment Today - The Warren Buffett Way
Tulip Mania: The First Bubble and the Timeless Lessons of Value Investing
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 greed and fear still drives markets today - from the dot-com boom to cryptocurrencies and meme stocks. Dis...
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1 month ago
12 minutes

Intelligent Investment Today - The Warren Buffett Way
Lessons from the 2008 Financial Crisis: A Value Investor's Guide to Market Storms
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 the show
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1 month ago
12 minutes

Intelligent Investment Today - The Warren Buffett Way
Why Even Smart Investors Get It Wrong: Lessons in Value Investing
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 examples and insights from Buffett's own missteps, and learn practical strategies to protect your port...
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2 months ago
12 minutes

Intelligent Investment Today - The Warren Buffett Way
The Eternal Allure of Easy Money - and How Value Investors Resist It
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
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2 months ago
12 minutes

Intelligent Investment Today - The Warren Buffett Way
Warren Buffett's Secret Weapon: The Moat That Protects Great Businesses
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 compete with, and why these moats matter so much to value investors. Support the show
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2 months ago
11 minutes

Intelligent Investment Today - The Warren Buffett Way
When Genius Failed: The Rise and Fall of Long-Term Capital Management
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 controlling around $1 trillion unravelled in a matter of months, why Warren Buffett briefly considered ...
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2 months ago
11 minutes

Intelligent Investment Today - The Warren Buffett Way
The Marshmallow Test: Patience, Psychology, and the Investor's Edge
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 natural trait or can it be cultivated? Host David Coombs unpacks the mindset, strategies, and tempe...
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3 months ago
10 minutes

Intelligent Investment Today - The Warren Buffett Way
The UK Stock Market: Unloved, Undervalued, and Ripe for Reappraisal?
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 of Benjamin Graham's investing philosophy to examine the UK equity landscape. We'll unpack the r...
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3 months ago
10 minutes

Intelligent Investment Today - The Warren Buffett Way
Diversification: How Much Is Too Much? Finding Your Investment Sweet Spot
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 down the "Goldilocks Zone" of diversification, influenced by your experience, financial goals, and mar...
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3 months ago
10 minutes

Intelligent Investment Today - The Warren Buffett Way
Inside the Circle: Why Understanding Beats Guesswork in Investing
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 financial institutions to AI firms, David walks through real-world examples of businesses that may lie beyond the a...
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3 months ago
10 minutes

Intelligent Investment Today - The Warren Buffett Way
All That Glitters is Not Value: Gold and The Value Investor
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 the show
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3 months ago
9 minutes

Intelligent Investment Today - The Warren Buffett Way
Act Like an Owner: The Mindset That Powers Value Investing
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 inspiration from the timeless wisdom of Benjamin Graham, we discuss how acting like an owner fosters deeper ...
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4 months ago
9 minutes

Intelligent Investment Today - The Warren Buffett Way
Speculation vs. Investment: Is There Room for a Little Gamble?
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 defining what truly separates investment from speculation, to sharing a personal story about back...
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4 months ago
9 minutes

Intelligent Investment Today - The Warren Buffett Way
Margin of Safety: The Key to Defensive Investing
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 detail at the principle and consider what this margin should be in percentage terms. Support the...
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4 months ago
9 minutes

Intelligent Investment Today - The Warren Buffett Way
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 companies. Using the example of a small, independent grocery store, we ask how a value investor — in th...