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Intelligent Investment Today - The Warren Buffett Way
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Intelligent Investment Today - The Warren Buffett Way

Author: David Coombs

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Learn timeless value investing strategies from Benjamin Graham, the father of value investing, and mentor to Warren Buffett, in this short and insightful podcast series. In each 10-15 minute episode, we break down Graham’s core investing principles, including concepts like 'Mr. Market' and 'Margin of Safety,' to help you make smarter investment decisions.


Perfect for beginners looking to understand the stock market or experienced investors wanting to sharpen their strategy, this podcast simplifies classic value investing for today’s markets. Whether you're just getting started or refining your approach, you'll gain practical, actionable tips for long-term investing success.

Tune in to build a solid foundation, invest wisely, and stay disciplined—no matter the market conditions.


#ValueInvesting #StockMarketBasics #BenjaminGraham #InvestmentStrategies #WarrenBuffett


80 Episodes
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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 owners and focus on resilience, durability, and structural strength. You’ll learn why most compani...
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 successful on the surface, but beneath the headlines and hype were excessive leverage, hidden liabilities, po...
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 investing involves buying stocks for less than their net current asset value, often paying less than ...
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 the timeless distinction between price and value, speculation and investment, and activity and intel...
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 often falls apart in the real world. Drawing on Graham’s famous concept of Mr. Market, we explore ho...
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...
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...
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
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...
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...
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...
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...
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
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...
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 compete with, and why these moats matter so much to value investors. Support the show
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 ...
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...
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...
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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