Podcast
Intelligent Investment Today - The Warren Buffett Way
Hosted by David Coombs · EN
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
22episodes
Episodes
Newest firstAll episodes
Was Peter Lynch Really a Value Investor? | Growth, GARP & Intelligent Investing
2d ago00:14:24Tap to summarizePeter 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 focus on understandable businesses, Lynch developed a style that challenged traditional investing labels.We discuss:How Peter Lynch managed the Fidelity Magellan Fund to extraordinary successWhy Lynch focused on simple, understandable businessesThe meaning behind the PEG ratio and “growth at a reasonable price” (GARP) investingHow Lynch balanced growth potential with valuation disciplineThe similarities — and differences — between Lynch, Benjamin Graham, and Warren BuffettWhy value investing is broader than simply buying “cheap stocks”The lessons modern investors can still learn from Lynch todayThis episode is a deeper look into one of the most influential investors of the modern era — and why his philosophy still matters for long-term investors navigating today’s markets.Intelligent investing is not about labels. It’s about understanding value, price, and opportunity.Support the show
Transcribe →The Cash Flow Statement: The Ultimate Test of Business Quality
1w ago00:16:52Tap to summarizeIn 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 examine operating cash flow, free cash flow, capital allocation, financing decisions, and the critical difference between accounting profits and genuine financial strength. A deep dive into one of the most powerful tools in intelligent investing.Support the show
Transcribe →The Income Statement: Understanding Earning Power
2w ago00:16:34Tap to summarizeBenjamin 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 success stories.A discussion on financial discipline, long-term thinking, and the enduring importance of earning power.Support the show
Transcribe →The Balance Sheet: Where Intelligent Investing Begins
3w ago00:15:48Tap to summarizeIn 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 directly from Graham’s principles, we break down why assets, liabilities, liquidity, and debt matter far more than market hype. You’ll learn:Why Graham prioritised downside protection and the margin of safetyWhat working capital, liquidity, and debt levels reveal about a company’s resilienceHow balance sheet strength can determine whether a business survives a downturnWhy tangible assets and conservative financing still matter in today’s marketsHow dilution, leverage, and weak financial structures quietly destroy shareholder valueThis episode is a reminder that before investors get excited about growth or disruption, they must first understand the financial structure supporting the business underneath.Support the show
Transcribe →Are Bonds Really Safe? Understanding Credit Risk and Yield
Jun 900:19:05Tap to summarizeIn 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, unsecured debt, senior debt, subordinated debt, and high-yield bonds.You’ll learn: What bonds actually are and how they work Why not all bonds carry the same level of risk The difference between secured and unsecured debt How capital structure and repayment hierarchy affect investors Why bond yields can sometimes signal hidden danger What liens, seniority, and subordinated debt mean in practice Why Benjamin Graham warned against reaching for yield How intelligent investors think about downside protection and credit risk This episode is essential listening for anyone interested in value investing, fixed income markets, portfolio construction, credit analysis, and long-term risk management.Support the show
Transcribe →The Subtle Art of Ignoring the Noise
Jun 200:13:43Tap to summarizeWhat 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, and long-term thinking can shape better investment decisions.Because successful investing is not about reacting to everything — it’s about focusing on what truly matters.Topics include:Why market noise leads to poor decisionsThe importance of emotional disciplineHandling volatility and uncertaintyLong-term thinking in value investingThe psychology behind successful investorsWhy simplicity often outperforms complexityA thoughtful exploration of mindset, behaviour, and the timeless principles of value investing.Support the show
Transcribe →“One Step Away from Poverty” — A Warren Buffett Warning
May 2600:12:31Tap to summarizeIn 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 wealth.This episode examines why relying on a single income source creates risk, regardless of how much you earn, and how building additional streams of income can provide stability, flexibility, and peace of mind.We also explore the behaviours that stand in the way — from lifestyle inflation and impulse spending to the challenge of delayed gratification — and why financial independence begins not with investing, but with how we manage what we already have.Because the real lesson behind Buffett’s quote is not about fear.It is about control.About reducing dependence, building resilience, and making decisions that support your future — not just your present.Support the show
Transcribe →Growth, Quality, and Compounding: The Fisher Framework
May 1900:13:10Tap to summarizeIn 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-term growth, and exceptional management.This episode examines Fisher’s distinctive approach, including his famous “scuttlebutt” method, his focus on qualitative insight, and his framework for identifying companies with the potential to compound value over time.We also explore how these ideas influenced Warren Buffett, shaping the evolution of his philosophy into a blend of discipline and insight — combining Graham’s quantitative rigour with Fisher’s focus on great businesses.Because the most powerful investing approach is not choosing between value and growth.It is understanding how the two work together.Support the show
Transcribe →Coca-Cola: A Great Business, But Is It a Great Investment?
May 1200:14:30Tap to summarizeIn 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 on principles popularised by Warren Buffett and Benjamin Graham, we explore: Why Coca-Cola is such an understandable business The true nature of its competitive moat How brand, distribution, and habit reinforce its dominance And why valuation remains the most important part of the equation A thoughtful discussion on quality, price, and the discipline required to invest wisely.Support the show
Transcribe →Before Berkshire: The Early Decisions That Shaped Warren Buffett
May 500:15:04Tap to summarizeIn 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 development of disciplined, long-term thinking.We examine the investments that shaped his philosophy — including early successes, costly mistakes, and the defining moment of his GEICO investment — as well as the principles that would later underpin the rise of Berkshire Hathaway.This episode is not just a biography. It is an exploration of how great investors are made: through curiosity, patience, and a commitment to continuous learning.Whether you are new to investing or refining your own approach, Buffett’s early story offers timeless lessons in value, discipline, and rational decision-making.Support the show
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