Intelligent Investment Today - The Warren Buffett Way

Επεισόδια

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  Market Cycles and the Investor’s Edge: Why Boom and Bust Never Really Change 18.08.2026 19λ

  Markets move in cycles — but human behaviour doesn’t. In this episode of Intelligent Investment Today, we explore why periods of boom and bust have repeated throughout financial history with remarkable consistency, despite changing industries, technologies, and narratives. From euphoric speculation to fear-driven sell-offs, we break down the psychological forces that drive market extremes and why they so often lead to mis-pricing on both sides. Drawing on the principles of value investing an...
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  Is Investing Really This Complicated? Or Has It Been Made That Way? 11.08.2026 16λ

  Investing is often presented as complex, technical, and highly specialised — but is that complexity always necessary? In this episode of Intelligent Investment Today, we examine the gap between genuine financial complexity and the way investing is framed, explained, and sold. While markets themselves involve uncertainty and real analytical challenges, much of long-term investing success can be traced back to surprisingly simple principles: buying productive assets, staying diversified, keepi...
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  Enjoy the Process, Not Just the Profits 04.08.2026 13λ

  Why do some investors remain passionate about markets for decades, while others become exhausted chasing returns? In this episode of Intelligent Investment Today, we explore an often-overlooked idea: the importance of enjoying the process of investing rather than becoming obsessed with the proceeds. Drawing on the examples of Warren Buffett, Benjamin Graham, Charlie Munger, and Peter Lynch, we examine why curiosity, patience, and genuine interest may be far greater advantages than greed, anxi...
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  AI and the Panic of 1873: What History Teaches Investors 28.07.2026 21λ

  Artificial 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 ...
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  How Investors Quietly Destroy Wealth Through Misjudged Risk 21.07.2026 17λ

  In 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 c...
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  Dollar-Cost Averaging: The Simple Strategy That Builds Wealth 14.07.2026 13λ

  In 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 ma...
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  Was Peter Lynch Really a Value Investor? | Growth, GARP & Intelligent Investing 07.07.2026 14λ

  Peter 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 la...
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  The Cash Flow Statement: The Ultimate Test of Business Quality 30.06.2026 16λ

  In 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 d...
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  The Income Statement: Understanding Earning Power 23.06.2026 16λ

  Benjamin 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 importanc...
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  The Balance Sheet: Where Intelligent Investing Begins 16.06.2026 15λ

  In 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...
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  Are Bonds Really Safe? Understanding Credit Risk and Yield 09.06.2026 19λ

  In 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 act...
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  The Subtle Art of Ignoring the Noise 02.06.2026 13λ

  What 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 ab...
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  “One Step Away from Poverty” — A Warren Buffett Warning 26.05.2026 12λ

  In 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 m...
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  Growth, Quality, and Compounding: The Fisher Framework 19.05.2026 13λ

  In 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, includi...
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  Coca-Cola: A Great Business, But Is It a Great Investment? 12.05.2026 14λ

  In 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 ...
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  Before Berkshire: The Early Decisions That Shaped Warren Buffett 05.05.2026 15λ

  In 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 — incl...
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  The Moustache Test: What Graham Teaches Us About Judging Management 28.04.2026 13λ

  In this episode of Intelligent Investment Today, we explore a subtle but critical question for investors: how much should we trust management? Drawing on the insights of Benjamin Graham, the father of value investing, we examine why even the most disciplined investors must be cautious when evaluating the people running a business. From Graham’s famous “moustache” anecdote to the challenges of assessing leadership from the outside, this episode uncovers the hidden role of bias, perception, and...
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  Beyond The Intelligent Investor: Storage and Stability Explained 24.04.2026 15λ

  In this episode of Intelligent Investment Today, we take a deeper dive into one of the most overlooked works by Benjamin Graham — Storage and Stability. While Graham is best known for The Intelligent Investor and Security Analysis, this lesser-known book reveals a broader and more ambitious side of his thinking—one focused not just on investing, but on economic stability itself. We explore Graham’s concept of “storage” as a mechanism for stabilising commodity prices, his proposal for a commod...
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  The Illusion of Safety: Why Cash Isn’t Risk-Free 17.04.2026 13λ

  When markets turn volatile, many investors do the same thing: sell, step back, and move into cash. It feels safe. It feels smart. But what if that instinct is quietly working against you? In this episode, we unpack the rush to cash during times of crisis — and reveal the less visible risks that come with it, including inflation, missed opportunities, and long-term wealth erosion. A must-listen for anyone looking to think more clearly and invest more intelligently during uncertain times. Suppo...
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  Charlie Munger’s $100,000 Rule: Why Your First Investment Milestone Is the Hardest 10.04.2026 12λ

  Why did Charlie Munger say the first $100,000 is the hardest to earn—and what does that mean for your investing journey? In this episode of Intelligent Investment Today, we break down one of the most powerful (and often misunderstood) ideas in value investing. Alongside insights from Warren Buffett’s long-time partner, we explore why the early stages of building wealth feel slow—and why that’s completely normal. You’ll learn: The real meaning behind the $100,000 threshold theoryHow compoundin...