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

    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

  2. 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

  3. 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

  4. 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

  5. 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

  6. 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

  7. 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

  8. 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

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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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