Intelligent Investment Today - The Warren Buffett Way

David Coombs
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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

  1. 13H AGO

    When Value Investing Feels Broken: Graham and Buffett on Patience & Underperformance

    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-term edge. We revisit Graham’s timeless insights from The Intelligent Investor, including the famous “voting machine vs. weighing machine” analogy, and explore real-world case studies: Buffett’s early investment in GEICOGraham’s experience managing the Graham-Newman Partnership during the Great DepressionThe prolonged value investing slump following the 2008 Financial CrisisWhy do undervalued stocks sometimes keep falling?  Why does the market reward speculation over fundamentals?  And how can disciplined investors stay the course when value strategies lag behind growth stocks? This episode breaks down the psychological challenges of value investing, the role of patience in long-term returns, and the critical difference between price and intrinsic value. If you’re a long-term investor struggling with underperformance, market volatility, or doubts about your strategy, this episode will reinforce a timeless truth: value investing isn’t broken — but your patience might be tested. Stay disciplined. Stay rational. And let the weighing machine do its work. Support the show

    13 min

  2. FEB 20

    Warren Buffett’s Real Edge: Why Capital Allocation Beats Stock Picking

    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 Buffett evolved from elite stock picker to master allocator of capital. You’ll learn: Why capital allocation matters more than stock pickingHow insurance float gives Berkshire a structural advantageThe difference between investing and intelligent capital deploymentWhy doing nothing is often the most rational decisionWhat individual investors can learn from Buffett’s disciplineIn a world obsessed with hot stocks, bold predictions, and constant activity, Buffett’s real edge lies in patience, restraint, and rational capital deployment. If you want to think like a long-term investor — not a market speculator — this episode will change how you view investing. Stock picking can make you rich. Capital allocation determines whether you stay that way. Support the show

    13 min

  3. FEB 13

    Charlie Munger’s Mental Models: How Great Investors Think Long Term

    In this episode of Intelligent Investment Today, we step away from stock prices, market forecasts, and short-term noise to explore how one of history’s greatest investors actually thought. Charlie Munger, long-time partner of Warren Buffett and vice chairman of Berkshire Hathaway, believed that investment success was not driven by complex formulas or superior intelligence—but by sound judgment, emotional discipline, and the consistent avoidance of obvious mistakes. His influence fundamentally reshaped modern value investing. This episode explores Munger’s most important mental models, including inversion, circle of competence, incentives, second-order thinking, opportunity cost, and the psychological biases that cause investors to make repeated errors. Rather than focusing on what to buy, Munger focused on how to think when uncertainty is unavoidable and emotions run high. You’ll learn why Munger emphasized temperament over intellect, why avoiding stupidity can be more powerful than seeking brilliance, and how clear thinking—not prediction—can become a durable edge in investing. These principles aren’t about constant activity or clever trades. They’re about patience, discipline, and positioning yourself to benefit from long-term compounding. Whether you’re a long-term investor, student of value investing, or simply interested in better decision-making, this episode offers timeless insights into how great investors approach risk, uncertainty, and opportunity. Support the show

    15 min

  4. FEB 6

    The 100-Year Stock Test: How to Identify Companies Built to Last

    What does it take for a company to survive—and thrive—for the next 100 years? In this episode of Intelligent Investment Today, David Coombs introduces the 100-Year Stock Test, a long-term value investing framework inspired by the principles of Benjamin Graham and enduring business fundamentals. Instead of chasing short-term market trends, this episode challenges investors to think like long-term owners and focus on resilience, durability, and structural strength. You’ll learn why most companies fail within decades—and what sets the rare survivors apart. We explore the key traits shared by century-long businesses, including durable demand, economic moats, financial discipline, risk management, and adaptability without abandoning core principles. From consumer staples and healthcare to utilities and essential infrastructure, this episode explains which industries are most likely to endure—and why businesses built on hype, excessive debt, or fragile models often fail. You’ll also discover how corporate culture, conservative balance sheets, and thoughtful innovation contribute to long-term survival. Whether you’re a value investor, long-term shareholder, or simply looking to reduce risk and invest more intelligently, the 100-Year Stock Test offers a powerful mental framework for evaluating business quality beyond price charts and short-term performance. If you believe investing is about preserving capital, compounding wealth, and owning strong businesses, this episode will help you sharpen your decision-making and avoid common investing mistakes. Support the show

    15 min

  5. JAN 30

    The Worst Balance Sheets in History: Enron, Lehman Brothers & WeWork

    In this episode of Intelligent Investment Today, we explore the dark side of finance by examining some of the worst balance sheets in modern corporate history. Instead of celebrating great businesses, we analyse how Enron, Lehman Brothers, and WeWork—once admired, widely owned, and highly praised—were ultimately destroyed by weak financial foundations. Each of these companies appeared successful on the surface, but beneath the headlines and hype were excessive leverage, hidden liabilities, poor cash flow, and dangerous balance sheet structures. Drawing inspiration from the timeless principles of Benjamin Graham and value investing, this episode explains why the balance sheet reveals truths that income statements and growth stories often conceal. You’ll learn: Why complex balance sheets and off-balance-sheet liabilities are major red flagsHow excessive debt and leverage turn small problems into catastrophic failuresWhy great stories and rapid growth can’t compensate for weak financial disciplineWhat value investors should look for when analysing balance sheets todayFrom Enron’s accounting deception, to Lehman Brothers’ extreme leverage, to WeWork’s cash-burning business model, these case studies offer powerful lessons on risk, survival, and long-term investing success. Markets may reward hype in the short term, but history shows that financial reality always wins. For investors who care about capital preservation, resilience, and intelligent decision-making, the balance sheet remains the most important financial statement of all. Support the show

    12 min

  6. JAN 23

    Benjamin Graham’s Net-Net Strategy: How to Find Extreme Value Stocks Today

    Are net-net stocks—Benjamin Graham’s most extreme value-investing strategy—still alive in today’s hyper-efficient markets? In this episode of Intelligent Investment Today, David Coombs revisits the legendary net-net investing strategy, a deep-value approach made famous by Benjamin Graham, and examines whether it still works in 2026. Once considered the purest form of margin of safety, net-net investing involves buying stocks for less than their net current asset value, often paying less than liquidation value for an entire business. You’ll learn: What net-net investing really is (and why it’s so misunderstood)Why net-nets nearly disappeared from public marketsWhere net-net stocks still exist today—including microcaps and foreign marketsHow modern investors can apply Graham’s logic in 2026The real risks of net-net investing, including value traps and zombie companiesWhy human psychology still creates deep value opportunitiesWe explore real-world examples from U.S. microcaps, Japanese equities, and distressed industries, showing how fear, neglect, and boredom continue to produce statistically cheap investments—just as Graham predicted decades ago. If you’re interested in value investing, Benjamin Graham principles, deep value stocks, or finding opportunities where others refuse to look, this episode will challenge how you think about risk, patience, and intelligent investing. 🎧 Subscribe to Intelligent Investment Today for more timeless investing lessons inspired by Benjamin Graham—applied to modern markets. Support the show

    14 min

  7. JAN 16

    What If the Stock Market Closed for a Year? A Benjamin Graham Test of Real Value

    What would happen if the stock market shut down for an entire year — no trading, no price quotes, no daily volatility? In this episode of Intelligent Investment Today, we explore a powerful thought experiment inspired by Benjamin Graham, the father of value investing and mentor to Warren Buffett. By imagining a world without market prices, we strip investing back to its essentials and confront the timeless distinction between price and value, speculation and investment, and activity and intelligence. With markets silent, which assets would still make sense to own? Which businesses would continue to generate real value? And how many modern investment strategies rely more on liquidity, psychology, and constant repricing than on fundamental worth? This episode examines: Why cash flow matters more when markets are closedHow liquidity can be a luxury rather than a guaranteeThe psychological impact of investing without price feedbackWhat a true margin of safety looks like in practiceWhy patient ownership, not constant action, lies at the heart of intelligent investingRather than predicting crises or market shutdowns, this discussion sharpens your understanding of long-term ownership, discipline, and clarity — exactly as Benjamin Graham intended. If you want to invest with confidence even when markets are quiet, this episode is for you. Support the show

    13 min

  8. JAN 9

    Efficient Market Hypothesis Explained: Why Benjamin Graham Believed Markets Get It Wrong

    Are financial markets truly efficient, or are they driven by emotion, fear, and human error? In this episode of Intelligent Investment Today, we take a deep but accessible look at the Efficient Market Hypothesis (EMH) and place it head-to-head with the philosophy of Benjamin Graham, the father of value investing. We explain what EMH really means, why it appears convincing in theory, and why it often falls apart in the real world. Drawing on Graham’s famous concept of Mr. Market, we explore how psychology, crowd behavior, and emotional decision-making lead to mispriced assets — and why this creates long-term opportunities for disciplined value investors. We also examine bubbles, market inefficiencies, and where modern investing giants like Warren Buffett fit into the debate. Whether you’re new to investing or looking for a clear refresher, this episode will help you understand: What the Efficient Market Hypothesis claimsWhy markets are efficient most of the time — but not all of the timeHow human behavior creates opportunityWhy value investing still works, and likely always willSit back, tune in, and gain a clearer understanding of why patience, discipline, and emotional control remain the value investor’s greatest edge. Support the show

    16 min
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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

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