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 10-25 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
25episodes
Episodes
Newest firstAll episodes
AI and the Panic of 1873: What History Teaches Investors
1w ago00:21:11Tap to summarizeArtificial intelligence is widely viewed as one of the most transformative technologies of our time. But history reminds us that revolutionary innovations and speculative excess often arrive together.In this episode of Intelligent Investment Today, we explore the remarkable parallels between today's AI boom and the railway mania that preceded the financial crisis of 1873. While the technologies are separated by more than a century, the behaviour of investors may be surprisingly familiar.We examine how enthusiasm for railways fuelled massive investment, soaring valuations, and widespread speculation before the eventual collapse. We then compare those events with today's excitement surrounding artificial intelligence, semiconductor companies, data centres, and the race to dominate the future of AI.Along the way, we discuss why being right about a technology is not always the same as being right about an investment, the importance of valuation discipline, the dangers of leverage and FOMO, and why history suggests that only a handful of companies may ultimately capture most of the value created by a technological revolution.Whether you're an investor, student of financial history, or simply curious about the AI revolution, this episode offers timeless lessons on speculation, innovation, and intelligent investing.Support the show
Transcribe →How Investors Quietly Destroy Wealth Through Misjudged Risk
2w ago00:17:14Tap to summarizeIn this episode of Intelligent Investment Today, we explore one of the most misunderstood concepts in all of investing: risk.Many investors believe risk simply means volatility or short-term price declines. But as Benjamin Graham, Warren Buffett, and Howard Marks have repeatedly argued, true investment risk is far more complex — and often far less visible.We examine: Why volatility is not necessarily the same as risk The difference between temporary declines and permanent capital loss How speculative bubbles distort investor perception Why leverage quietly increases fragility The dangers of overconfidence and herd behaviour How inflation can erode wealth despite apparent “safety” Why institutions often misjudge risk The importance of margin of safety in value investing How investor psychology shapes market cycles This episode is a deep dive into risk perception, behavioural finance, value investing principles, and long-term capital preservation.If you want to become a more rational and disciplined investor, understanding risk properly is essential.Support the show
Transcribe →Dollar-Cost Averaging: The Simple Strategy That Builds Wealth
3w ago00:13:24Tap to summarizeIn this episode of Intelligent Investment Today, we explore one of the most practical — and most widely misunderstood — investing strategies: dollar-cost averaging.Rather than attempting to predict market highs and lows, dollar-cost averaging focuses on consistency, discipline, and long-term participation. We examine why this simple approach can help investors manage emotion, reduce the pressure of market timing, and build wealth steadily over time.Along the way, we also discuss:Why market timing is so difficultThe psychological benefits of systematic investingThe difference between lump-sum investing and DCAHow dollar-cost averaging fits within value investingWhy behaviour often matters more than precisionThis episode is not about finding the perfect moment to invest — it’s about building a process that works even when markets are uncertain.A thoughtful discussion for long-term investors seeking clarity, discipline, and a more sustainable approach to wealth creation.Support the show
Transcribe →Was Peter Lynch Really a Value Investor? | Growth, GARP & Intelligent Investing
4w 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
Jun 3000:16:52Tap 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
Jun 2300:16:34Tap 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
Jun 1600:15:48Tap 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
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