Intelligent Investment Today - The Warren Buffett Way

David Coombs
  • 5.0 (4)
  • Investing
  • 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.BONUS SUBSCRIBER ONLY EDITIONS NOW AVAILABLE VISIT: https://www.buzzsprout.com/2316169/subscribe #ValueInvesting #StockMarketBasics #BenjaminGraham #InvestmentStrategies #WarrenBuffett

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  1. 2d ago

    Your Caveman Brain vs. The Stock Market

    Our brains were designed for survival—not for investing. In this episode of Intelligent Investment Today, David Coombs explores the fascinating ways our evolutionary instincts can make us terrible investors. Fear of losses, herd behaviour, bias, impatience and overconfidence may have helped our ancestors survive the African savannah, but they can be financially dangerous when applied to the stock market. Drawing on the timeless principles of Benjamin Graham and value investing, we look at why investors often panic when prices fall, chase shares that are already rising, extrapolate recent events into the future, and convince themselves they can predict an inherently uncertain world. The solution isn't to eliminate emotion. That's impossible. Instead, it's to build an investment process that protects us from our own instincts. Think independently. Focus on intrinsic value. Demand a margin of safety. And when your adrenal glands start screaming because the market has fallen 20%, perhaps give your frontal cortex five minutes to catch up. A light-hearted look at a serious investment lesson: sometimes the biggest risk to your portfolio is the person managing it. Support the show

  2. 6d ago · Subscribers Only

    Chasing 7% Dividends: Is Legal & General a Better Buy Than Aviva?

    Aviva and Legal & General are two familiar names for UK income investors, offering attractive dividend yields. But which offers the better value — and how secure are those payments? In this episode of Intelligent Investment Today, David Coombs looks beyond the headline numbers to examine what really drives these insurance businesses, drawing on Warren Buffett’s long-standing interest in insurance and the investment potential of insurance “float”. We compare Aviva’s growing profits, cash generation and Direct Line acquisition with Legal & General’s retirement business, pension risk transfers and asset management operation. We also examine the difference between their dividend yields, why a high yield can signal hidden risks, and what investors should watch when assessing dividend sustainability. The central lesson? A generous dividend is only attractive if the business behind it can afford to pay it. In this episode: Why Warren Buffett values insurance businesses and their investment “float”Aviva vs Legal & General: profits, cash generation and dividend growthWhat the 5.5% and 7.2% trailing yields really tell usThe risks behind insurance claims, pension obligations and investment marketsWhy value investors should assess the business before chasing the yieldIntelligent Investment Today explores the news and markets through the lens of value investing, helping investors look beyond the headlines and ask better questions. This episode is for educational and informational purposes only and is not financial or investment advice.

  3. Oct 27

    What Freakonomics Can Teach Us About Investing: Question Everything

    What can a book about drug dealers, sumo wrestlers, schoolteachers and baby names possibly teach us about value investing? Quite a lot, as it turns out. In this episode of Intelligent Investment Today, David Coombs explores the surprising investment lessons hidden inside Steven Levitt and Stephen Dubner's bestselling book Freakonomics. At the heart of both Freakonomics and the philosophy of Benjamin Graham is a deceptively simple idea: don't simply accept the obvious explanation — look at the evidence. We explore why investors should pay close attention to incentives, why management's rewards can tell us more than its promises, why correlation isn't necessarily causation, and why the crowd can be spectacularly wrong. We also consider the difference between information and genuine knowledge, the incentives operating throughout the investment industry, and why asking uncomfortable questions may be one of the most valuable skills an investor can develop. Because whether you're analysing a balance sheet or trying to understand human behaviour, the same principle applies: Question everything. Follow the evidence. And ask what is really going on. A rather unconventional book for an investment podcast — but perhaps a surprisingly useful one. Support the show

  4. Oct 23 · 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.

  5. Oct 20

    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

  6. Oct 16 · 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.

  7. Oct 16 · 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.

  8. 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

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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.BONUS SUBSCRIBER ONLY EDITIONS NOW AVAILABLE VISIT: https://www.buzzsprout.com/2316169/subscribe #ValueInvesting #StockMarketBasics #BenjaminGraham #InvestmentStrategies #WarrenBuffett

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