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 10-15 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. 1D AGO

    Before Berkshire: The Early Decisions That Shaped Warren Buffett

    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 — including early successes, costly mistakes, and the defining moment of his GEICO investment — as well as the principles that would later underpin the rise of Berkshire Hathaway. This episode is not just a biography. It is an exploration of how great investors are made: through curiosity, patience, and a commitment to continuous learning. Whether you are new to investing or refining your own approach, Buffett’s early story offers timeless lessons in value, discipline, and rational decision-making. Support the show

    15 min

  2. APR 28

    The Moustache Test: What Graham Teaches Us About Judging Management

    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 overconfidence in investment decisions. We also explore how Warren Buffett built on Graham’s thinking—emphasising strong businesses that can succeed regardless of who is in charge. You’ll learn:  Why judging management is far more difficult than it appears  How unconscious biases influence investment decisions  The importance of margin of safety when uncertainty is high  Why integrity matters more than charisma  How to avoid costly mistakes when evaluating CEOs In an age of constant access to executives through earnings calls, interviews, and social media, it’s easy to believe we understand management better than we do. This episode is a timely reminder that what we see is often incomplete—and sometimes misleading. If you’re serious about long-term investing, this discussion will help you stay grounded, disciplined, and focused on what truly matters. Support the show

    13 min

  3. APR 24

    Beyond The Intelligent Investor: Storage and Stability Explained

    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 commodity-backed currency system, and his concern with the damaging effects of price volatility on markets and society. More importantly, we connect these ideas back to modern investing:  What does “stability” really mean in today’s markets?  Can volatility ever be reduced—or should it be embraced?  How does instability create both risk and opportunity for value investors?  What can Graham’s economic thinking teach us about portfolio construction and resilience? In an era of rapid market movements, inflation shocks, and global uncertainty, Graham’s insights remain surprisingly relevant. His work reminds us that while we cannot eliminate volatility, we can prepare for it—through discipline, patience, and a margin of safety. Whether you’re a long-term investor or a dedicated student of value investing, this episode offers a unique perspective on how markets function beneath the surface—and how to navigate them more effectively. Support the show

    16 min

  4. APR 17

    The Illusion of Safety: Why Cash Isn’t Risk-Free

    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. Support the show

    13 min

  5. APR 10

    Charlie Munger’s $100,000 Rule: Why Your First Investment Milestone Is the Hardest

    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 compounding transforms small investments into long-term wealthWhy the early years of investing depend more on saving than returnsThe psychological challenges that hold most investors backPractical strategies to accelerate your progress and avoid costly mistakesWhether you’re just starting your investing journey or working toward your first major milestone, this episode will help you understand how wealth is truly built—and why patience is your greatest advantage. Because once compounding takes hold, everything changes. 🎧 Subscribe for more insights on value investing, long-term wealth building, and rational decision-making. Support the show

    13 min

  6. APR 3

    Would Benjamin Graham Invest in Bitcoin? Value Investing vs Cryptocurrency

    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 and other digital currencies? Using Graham’s famous definition of an investment from The Intelligent Investor, we examine three key questions: • Can cryptocurrency be analysed in the same way as traditional investments?  • Does crypto possess measurable intrinsic value?  • Can investors realistically expect safety of principal and an adequate return? Along the way, we explore Graham’s distinction between investment and speculation, his famous Mr Market analogy, and why disciplined investors focus on protecting capital above all else. Whether you’re a long-term value investor, curious about Bitcoin, or simply trying to understand the difference between investing and speculation, this episode offers a timeless perspective on one of the most debated assets in modern finance. 🎧 In this episode you’ll learn: The three criteria that define a true investmentWhy intrinsic value matters in financial marketsHow cryptocurrencies compare with traditional assetsWhat value investors can learn from Graham’s philosophy todaySubscribe to Intelligent Investment Today for more discussions on value investing, financial history, and the principles that guide disciplined investors through uncertain markets. Support the show

    15 min

  7. MAR 27

    Benjamin Graham on Bonds: Why Every Portfolio Needs Them

    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 actually are and how they work  • Why Benjamin Graham believed bonds provided stability and protection  • The key advantages and disadvantages of bonds compared with stocks  • Graham’s famous asset allocation rule — the 50% to 50% portfolio balance  • Why bonds can help investors remain disciplined during market downturns Drawing on the principles outlined in The Intelligent Investor by Benjamin Graham, this episode explains why bonds were never just an afterthought in Graham’s philosophy — they were a cornerstone of intelligent investing. If you want to build a portfolio designed not only for growth but also resilience, this episode will help you understand why Graham believed balance between stocks and bonds is essential. Support the show

    15 min

  8. MAR 20

    What Benjamin Graham Would Say About Today’s Market Panic

    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 as context, we discuss why markets often overreact to crises, how volatility differs from true investment risk, and why patient investors may find opportunity when fear spreads through the market. From Graham’s famous metaphor of Mr Market to the powerful concept of the margin of safety, this episode examines the behavioural lessons that help long-term investors stay disciplined when the market becomes emotional. Because while crises may change, investor psychology rarely does. If you want to think more clearly when markets become volatile, this episode is for you. Support the show

    12 min
See All (93)

Trailer

Ratings & Reviews

5
out of 5
3 Ratings

About

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

Information

You Might Also Like