Intelligent Investment Today - The Warren Buffett Way

Епизоде

• The Cash Flow Statement: The Ultimate Test of Business Quality 30.06.2026 16мин

  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...
• The Income Statement: Understanding Earning Power 23.06.2026 16мин

  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...
• The Balance Sheet: Where Intelligent Investing Begins 16.06.2026 15мин

  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...
• Are Bonds Really Safe? Understanding Credit Risk and Yield 09.06.2026 19мин

  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...
• The Subtle Art of Ignoring the Noise 02.06.2026 13мин

  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...
• “One Step Away from Poverty” — A Warren Buffett Warning 26.05.2026 12мин

  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...
• Growth, Quality, and Compounding: The Fisher Framework 19.05.2026 13мин

  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...
• Coca-Cola: A Great Business, But Is It a Great Investment? 12.05.2026 14мин

  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 ...
• Before Berkshire: The Early Decisions That Shaped Warren Buffett 05.05.2026 15мин

  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...
• The Moustache Test: What Graham Teaches Us About Judging Management 28.04.2026 13мин

  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...
• Beyond The Intelligent Investor: Storage and Stability Explained 24.04.2026 15мин

  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...
• The Illusion of Safety: Why Cash Isn’t Risk-Free 17.04.2026 13мин

  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...
• Charlie Munger’s $100,000 Rule: Why Your First Investment Milestone Is the Hardest 10.04.2026 12мин

  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...
• Would Benjamin Graham Invest in Bitcoin? Value Investing vs Cryptocurrency 03.04.2026 15мин

  Would the father of value investing ever buy Bitcoin? In this episode of Intelligent Investment Today, we explore how the principles of legendary investor Benjamin Graham might apply to the modern world of cryptocurrency. Long before digital assets existed, Graham established the foundations of value investing, teaching investors to focus on intrinsic value, thorough analysis, and the famous concept of the margin of safety. But how would those ideas hold up when applied to assets like Bitcoin...
• Benjamin Graham on Bonds: Why Every Portfolio Needs Them 27.03.2026 15мин

  Benjamin Graham is widely known as the father of value investing and the mentor to Warren Buffett. Most investors associate Graham with undervalued stocks, intrinsic value, and the famous concept of the margin of safety. But Graham believed intelligent investing involved much more than stock selection. In this episode of Intelligent Investment Today, we explore Benjamin Graham’s views on bonds — a crucial but often overlooked component of a well-balanced portfolio. We discuss: • What bonds ac...
• What Benjamin Graham Would Say About Today’s Market Panic 20.03.2026 12мин

  Geopolitical tensions can shake financial markets within hours. Headlines intensify, oil prices surge, and investors often react emotionally. But how should disciplined investors respond? In this episode of Intelligent Investment Today, we explore how the timeless principles of value investing — first articulated by the legendary investor and teacher Benjamin Graham — can help investors remain rational during periods of geopolitical uncertainty. Using the current tensions in the Middle East a...
• Buffett's Biggest Mistakes - 5 Investing Lessons Inspired By Benjamin Graham 13.03.2026 15мин

  Even the greatest investors make mistakes. In this episode of Intelligent Investment Today, we examine five of the most instructive errors made by Warren Buffett - Graham's most famous student - and explore what they reveal about the true practice of value investing. From the costly acquisition of Dexter Shoe to missed opportunities like Amazon, these moments of misjudgement illuminate principles that matter more than isolated success: durability, cyclicality, adaptability and opportunity cos...
• Why Value Investors Are So Frugal - From Benjamin Graham to Warren Buffett 06.03.2026 13мин

  Why do so many value investors live modestly, drive unfashionable cars, and get strangely excited about discounted groceries? In this episode of Intelligent Investment Today, we explore the surprising connection between frugality and value investing — and why the principles taught by Benjamin Graham often extend far beyond the stock market. From dented tins of beans to £5,000 sports cars, we examine how concepts like margin of safety, intrinsic value, and capital allocation quietly reshape ev...
• When Value Investing Feels Broken: Graham and Buffett on Patience & Underperformance 27.02.2026 13мин

  In this episode of Intelligent Investment Today, we explore one of the most frustrating experiences in investing: watching carefully chosen undervalued stocks underperform for months — or even years — while speculative assets surge. Drawing on the teachings of Benjamin Graham, widely regarded as the father of value investing and mentor to Warren Buffett, we examine why value investing can feel ineffective in the short term — and why that discomfort may actually be part of the strategy’s long-...
• Warren Buffett’s Real Edge: Why Capital Allocation Beats Stock Picking 20.02.2026 13мин

  Warren Buffett is widely celebrated as the greatest stock picker of all time. But what if that popular belief misses the real source of his success? In this episode of Intelligent Investment Today, David Coombs explores a provocative idea: Buffett’s enduring advantage is not stock selection — it is capital allocation. From his early days applying Benjamin Graham’s value investing principles to the transformation of Berkshire Hathaway into a permanent capital allocation machine, we examine how...