Intelligent Investment Today - The Warren Buffett Way

David Coombs
  • 5.0 (3)
  • 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

  1. 3d ago

    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

  2. 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

  3. Sep 15

    The Real Secret of Investing: Doing Less Wrong

    In this episode of Intelligent Investment Today, we explore a deceptively simple insight from Warren Buffett that reshapes how we think about investing: you only have to do a few things right in life, so long as you don’t do too many things wrong. Drawing on the enduring principles of Benjamin Graham, we unpack why successful investing is less about predicting the future and more about protecting yourself from permanent loss. Rather than chasing constant brilliance, the greatest investors focus on discipline, patience, and margin of safety—ensuring they survive long enough for compounding to do its work. We examine why catastrophic mistakes matter far more than missed opportunities, why excitement is often the enemy of returns, and how staying within your circle of competence can quietly outperform more aggressive strategies over time. Ultimately, this episode makes a simple but powerful case: investing success is not built on perfection. It is built on durability, restraint, and the ability to avoid doing too many things wrong. Support the show

  4. Sep 8

    Investing or Speculating? The £750 Lesson

    In this episode of Intelligent Investment Today, we examine one of the most important—and most frequently misunderstood—distinctions in investing: the difference between investment and speculation. Using a personal £750 stake in The New European (now The New World) as a real-world case study, we explore why not every purchase of shares qualifies as an investment in the Benjamin Graham sense. Sometimes, an opportunity is driven less by intrinsic value than by curiosity, narrative, or the simple desire to observe what happens. We discuss why Graham insisted on a clear distinction between investment and speculation, how margin of safety separates disciplined analysis from hopeful expectation, and why accurately labelling our decisions may be one of the most valuable disciplines an investor can develop. The episode also considers the psychological dangers of "small" speculative positions, how narratives can quietly replace valuation, and why keeping speculation separate from a long-term investment strategy is essential for protecting both capital and decision-making. Whether you've ever bought shares because a story intrigued you—or simply wondered where investing ends and speculation begins—this episode offers a thoughtful framework for recognising the difference. Support the show

  5. Sep 1

    Why Warren Buffett Loves Capital-Light Businesses

    Not all profits are created equal. Some businesses generate cash that can be reinvested or returned to shareholders, while others must spend heavily just to maintain their position. In this episode, we explore the concept of capital intensity, why free cash flow matters more than headline earnings, and how capital-light businesses like Coca-Cola have historically been well suited to long-term compounding. You'll also discover why capital-heavy industries such as automotive and parts of the technology sector face very different investment dynamics—and what this means for buy-and-hold investors.  Support the show

  6. Aug 25

    Why the Crowd Is Usually Wrong | Benjamin Graham's Greatest Investing Lesson

    Why do so many investors follow the crowd—even when history shows that's often the worst thing to do? In this episode of Intelligent Investment Today, David Coombs examines Benjamin Graham's timeless advice on independent thinking and explains why exceptional investment returns require the courage to reach your own conclusions. From Mr Market and intrinsic value to Warren Buffett's disciplined approach, this episode explores the psychology behind successful investing and why popularity is never a substitute for sound analysis. If you enjoy value investing, behavioural finance, and long-term investing, this episode is packed with timeless lessons from the world's greatest investors. Support the show

  7. Aug 18

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

    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 and the insights of Benjamin Graham, we examine how optimism quietly transforms into excess during booms, and how panic creates opportunity during busts. We also look at why most investors struggle to navigate these cycles in real time — and how discipline, patience, and a focus on intrinsic value can create a lasting edge when others are pulled in by emotion. Ultimately, this episode is about perspective: understanding that while markets evolve, the cycle of greed and fear remains constant — and that recognising this pattern is one of the most powerful advantages an investor can have.  Support the show

  8. Aug 11

    Is Investing Really This Complicated? Or Has It Been Made That Way?

    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, keeping costs low, and exercising patience. We also explore the structure of the investment industry itself — and how incentives, language, and jargon can shape the perception of complexity. From technical terminology to active management fees and advisory systems, we ask whether complexity sometimes serves a purpose beyond improving investor outcomes. Drawing on evidence from long-term fund performance and the philosophy of Benjamin Graham, this episode challenges the assumption that successful investing must be complicated. Instead, it highlights a more uncomfortable possibility: that simplicity, discipline, and consistency may already be enough — even if that message is less commercially appealing. Ultimately, this is an episode about clarity. About stripping away unnecessary noise. And about understanding what investing really requires once everything non-essential is removed. 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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