Claim OwnershipIntelligent Investment Today - The Warren Buffett Way
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Value Investment - INTELLIGENT INVESTMENT TODAY, a Shortcast "mini-podcast" series each around ten minutes, focusing on the teachings of the father of the value investment approach, Benjamin Graham, the teacher and mentor to the most successful investor of all time Warren Buffett.
Designed for the complete novice without any experience in the stock market as well as the more experienced investor wishing to reacquaint themselves with the likes of "Mr Market" and "The margin of safety principle".
59 Episodes
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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 ...
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...
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...
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. Support the show
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 the show
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
In this episode we take the efficient markets hypothesis and consider if it really can stand up to scrutiny. Does the parable of Mr Market offer a better understanding of how the markets work in reality? Support the show
In this edition we take a look at the career highs and lows of The British Value Investor Neil Woodford. After 26 years of Buffett rivalling performance at his Invesco Fund his reputation was heavily tarnished after the investment fund he set up collapsed leaving an estimated 300,000 investors out of pocket. We look at what went wrong and consider if his pariah status is deserved or whether we should really give him a break. Support the show
In this edition we take a look at the Japanese economic miracle. In the four decades that followed the Second World War Japan's economy went on to become the world's third largest. We then look at the lost decades that followed the economic crash of the early nineteen nineties and consider if we could ever see the like again somewhere else in the world. Support the show
In this episode we take a look at the interesting case of Tesla. We consider the reasons why investors continue to prop up the stock price of this business despite a price to earnings ratio of around 160 times. Support the show
In this episode we take a look at the Airline Industry. We consider the attractiveness or otherwise of this exciting and exotic sector as a destination for your capital, exploring the eccentricities and foibles of the industry along the way. Support the show
In this episode we take a look at one of Buffett's earliest deviations away from the strict value approach as espoused by his mentor, Benjamin Graham. We will discover how the qualities of this Californian candy business would permanently alter Buffett's investment approach and go on to influence many of his future investment decisions. Support the show
In this episode we take a look at the events of Monday October 19, 1987, the day that went on to be known as Black Monday. On this day the Dow Jones Industrial average went on to shed around 23% of its value, and in doing so it looked like, for a time that it might take the whole financial system down with it. We examine how events played out and what lessons the value investor can draw from it. Support the show
In this edition we take a look at the fine art of determining the right time to sell your stocks. Whilst the ideal holding period for a stock is forever, most will need to be sold sooner or later as they reach and exceed fair levels of valuation. We look at the factors that can complicate the decisions around when to sell out of our positions. We also take a look at why value investors tend to be no good at all at picking the right point to sell out at a loss. Support the show
In this edition we take a look at the art of qualitative analysis, the examination of those factors relating to the inherent quality of a business, when deciding which stocks to purchase and at what price. We look at some of the aspects of quality we must consider as well as the limitations of this craft that we are faced with as value investors. Support the show
In this edition we take a look at the Lollapalooza effect, a term coined by Warren Buffett's former right hand man at Berkshire Hathaway, Charlie Munger. We look at what the effect is exactly and how failure spot it in action can prove to be of great detriment to the investor's pocketbook. Support the show
In this edition we consider why so many professional investors do so badly when it comes to investment, with some it seems not even able to outperform a group of defecating bovines. We take a look at some of the crafty tricks used by industry professionals to hide the fact they simply aren't any good at what they do. Finally we consider the charge that Warren Buffett and other famous value investor's outsized investment returns are down to pure luck alone. Support the show
In this episode we explore the principle of compound interest. We consider what it is, how it works in practice and why it is perhaps the single most important factor in investment success and wealth creation. Support the show
In this episode we continue our look into the business accounts that will be vital when arriving at any valuation decision. We consider the difference between tangible and intangible assets and why knowing the difference is such an important distinction from the view point of the investor. Support the show
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