Intelligent Investment Today - The Warren Buffett Way

David Coombs
  • 5.0 (4)
  • Investing
  • Updated Semiweekly

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

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  1. 3h ago • Subscribers Only

    BT: Is the Dividend Worth the Debt?

    BT connects millions of homes and businesses across the UK. It owns valuable infrastructure, operates a major mobile network and provides services that many of us simply couldn't do without. But does that make it a good investment? In the second company deep dive of Intelligent Investment Today, David Coombs gets under the bonnet of BT Group to examine the business behind the dividend. With substantial debt, a large pension scheme and billions invested in upgrading its fibre network, BT has some significant financial commitments. Yet management believes that as the network build matures, cash flow could improve and leave more money available for shareholders. David examines BT's profits, free cash flow, debt and dividend sustainability, while weighing up the potential rewards of its transformation against competition, execution risks and the possibility that the promised recovery takes longer than expected. Can BT turn its expensive infrastructure into a stronger cash-generating business? And is the current share price attractive enough to compensate investors for the risks? Because an essential service isn't automatically a great investment — and a generous dividend is only part of the story. For information and educational purposes only. This episode does not constitute financial or investment advice.

  2. 3d ago

    The Twenty Punch Card: Why Buffett Says You Should Invest Less

    What if you only had twenty investment decisions left for the rest of your life? In this episode of Intelligent Investment Today, we explore Warren Buffett's famous Twenty Punch Card analogy and why one of the world's greatest investors believes that doing less can actually lead to better results. Buffett's idea is wonderfully simple: imagine you were given a card with just twenty punches on it. Every time you bought an investment, you used one punch. Once all twenty were gone, you could never invest again. How would you invest differently? We'd probably become far more selective, spend more time researching businesses, worry less about short-term market movements and become much more comfortable doing absolutely nothing. We explore how Buffett's punch card fits with Benjamin Graham's principles of value investing, including the importance of a margin of safety, patience, independent thinking and knowing when to wait for the right opportunity. We also look at the dangers of excessive trading, the financial industry's incentives to keep investors active, the psychology of FOMO, diversification and why owning fewer businesses can sometimes lead to greater conviction and understanding. Because the market will always give you another pitch. You don't have to swing at every one. Investing isn't about how many decisions you make. It's about the quality of the few decisions that really matter. Support the show

  3. 6d ago • Subscribers Only

    Beyond the Theory: Putting Value Investing to Work

    What is a business actually worth? It's one of the most important questions in investing — and one of the hardest to answer. In this episode of the paid edition of Intelligent Investment Today, David Coombs introduces a more practical approach to value investing. Moving beyond the philosophies of Benjamin Graham, Warren Buffett and Charlie Munger, we'll get to grips with the numbers that really matter. From balance sheets and cash flows to debt, dividends and competitive advantages, we'll examine individual companies in detail, starting with the UK's biggest income-generating businesses. But this isn't simply about chasing the highest dividend yield. It's about understanding where the money comes from, whether those dividends are sustainable, what could go wrong and, ultimately, whether the price makes sense. Expect annual reports, financial analysis, a healthy dose of scepticism and the occasional reminder that investing rarely comes with shortcuts. It's time to move beyond the theory and start asking what businesses are really worth. Welcome to the paid edition of Intelligent Investment Today.

  4. 6d ago • Subscribers Only

    BAT vs Imperial Brands: Are These High-Yield Dividends Really Worth It?

    A high dividend yield might look tempting. But what happens when the business paying it is operating in a declining industry? In the first paid edition of Intelligent Investment Today, David Coombs gets under the hood of two of the UK's biggest tobacco businesses: British American Tobacco and Imperial Brands. Both generate substantial cash, boast powerful brands and return significant sums to shareholders. But with declining cigarette volumes, rising regulatory pressures and the challenge of replacing traditional tobacco with next-generation nicotine products, are their cash flows as durable as they appear? David examines the numbers that matter to value investors, from operating profits and free cash flow to debt, capital allocation and dividend sustainability. He also explores the pricing power that has helped tobacco companies remain remarkably profitable, despite the long-term decline in smoking. But this isn't simply about finding the biggest yield. It's about understanding the business behind the dividend, assessing the risks and asking the question at the heart of every value-investing decision: What is the business actually worth? Because a generous dividend means very little if the underlying economics don't hold up. Educational content only. This episode does not constitute financial or investment advice.

  5. Oct 13

    Where Are the Customers' Yachts? What Fred Schwed Can Teach Us About Investing

    What can a wonderfully cynical book from 1940 teach us about investing today? In this episode of Intelligent Investment Today, we explore Fred Schwed Jr.'s classic Where Are the Customers' Yachts?—a witty and irreverent look at Wall Street, financial professionals and the remarkable confidence with which people try to predict the future. Schwed's famous question—"Where are the customers' yachts?"—becomes a starting point for a broader discussion about investing. Why do we place so much faith in forecasts and experts? Why does confidence often sound like competence? And could we actually make better investment decisions by accepting that we don't know what happens next? Drawing on the principles of Benjamin Graham and value investing, we look at the difference between owning good businesses and simply buying predictions, the dangers of information overload, the importance of understanding incentives, and why successful investing doesn't necessarily have to be exciting. Because while Wall Street may want to entertain us, the value investor has a rather simpler objective: to allocate capital sensibly and let good businesses compound over time. And the next time someone claims to have discovered the secret to making money in the markets, perhaps there's one question worth asking first: Where's your yacht? Support the show

  6. Oct 6

    Ferrari, the Electric Car and Mr Market: When Investors Change Their Minds

    What happens when investors suddenly decide they don't like a company's latest product? In this episode of Intelligent Investment Today, David Coombs examines Ferrari's share-price reaction to the unveiling of its first fully electric model, the Luce. Ferrari's Milan-listed shares fell sharply following the launch, raising a fascinating question for value investors: did the underlying value of the business really change overnight, or did the market simply react emotionally to what it saw? Using Ferrari as a real-world case study, David explores the difference between share price and intrinsic value, the dangers of relying on gut feeling, and why Benjamin Graham's famous concept of Mr Market remains so relevant to investors today. The episode also looks at Ferrari's brand, scarcity, pricing power and competitive advantages, before considering what the company's subsequent share buybacks might tell us about the market's initial reaction. The Luce may ultimately prove to be a brilliant strategic move—or a mistake. But investors don't need to predict the future with certainty. They need to understand the economics of the business, estimate its intrinsic value and maintain a sufficient margin of safety. The market can tell you the price. It cannot tell you what a business is worth. Key topics Ferrari and the launch of the LuceThe difference between price and intrinsic valueBenjamin Graham's Mr MarketMarket sentiment and emotional investingFerrari's brand, scarcity and pricing powerCompetitive advantages and economic moatsShare buybacks and market reactionsWhy value investors should focus on the business, not the noiseSupport the show

  7. Sep 29

    The Investor’s Superpower: Admitting “I Don’t Know”

    In this episode of Intelligent Investment Today, we break down one of the most liberating truths in investing: you don’t need to predict the future to succeed. Drawing on the wisdom of Benjamin Graham and Warren Buffett, we explore why forecasts about interest rates, recessions, oil prices, elections and economic trends are so often wrong — even when they come from experts.  Instead of trying to outguess the world, we explain how focusing on intrinsic value, margins of safety, and the underlying economics of a business can help investors sleep better, worry less, and make smarter long‑term decisions. With clear examples, calm reasoning, and a reminder that “confidence is not the same as accuracy,”  this episode encourages listeners to stop chasing predictions and start analysing what truly matters. A thoughtful, grounded guide for anyone seeking clarity in a noisy financial world. Support the show

  8. Sep 22

    Warren Buffett's Favourite Retail Business? The Story of Nebraska Furniture Mart

    Why did Warren Buffett buy Nebraska Furniture Mart, and what made Rose Blumkin (Mrs. B) one of the greatest entrepreneurs he ever encountered? In this episode of Intelligent Investment Today, David Coombs explores one of Warren Buffett's most fascinating acquisitions and uncovers the timeless investing lessons hidden inside an apparently ordinary furniture retailer. Starting with just $500 and unable to speak English, Rose Blumkin built Nebraska Furniture Mart into one of America's most successful retail businesses through a simple philosophy: "Sell cheap and tell the truth." Buffett recognised far more than a successful retailer—he saw exceptional management, a powerful competitive advantage, outstanding business economics and a company built around genuine customer value. You'll discover:  Why Warren Buffett invested in Nebraska Furniture Mart  The remarkable story of entrepreneur Rose Blumkin (Mrs. B)  How low prices became a lasting competitive advantage  The importance of business moats, scale and operational efficiency  Why Buffett thinks like a business owner—not a stock market trader  Practical value investing lessons every long-term investor can apply Whether you're interested in value investing, Warren Buffett, Benjamin Graham, Berkshire Hathaway, or identifying high-quality businesses with durable competitive advantages, this episode offers practical insights into how intelligent investors evaluate companies beyond the daily movements of the stock market. If you enjoy long-term investing, business analysis and learning from the world's greatest investors, subscribe to Intelligent Investment Today for weekly episodes exploring the principles behind successful investing. #WarrenBuffett #ValueInvesting #BerkshireHathaway #NebraskaFurnitureMart #RoseBlumkin #Investing #StockMarket #BusinessAnalysis #BenjaminGraham #LongTermInvesting Support the show

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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 10-25 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

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