Intelligent Investment Today - The Warren Buffett Way
This podcast series breaks down timeless value investing strategies from Benjamin Graham, the father of value investing and mentor to Warren Buffett. Each 10-15 minute episode explains core principles like 'Mr. Market' and 'Margin of Safety' to help listeners make smarter investment decisions. It is designed for beginners and experienced investors alike, offering practical, actionable tips for long-term success. The podcast emphasizes discipline and a solid foundation regardless of market conditions.
Episodes
The Cash Flow Statement: The Ultimate Test of Business Quality
In this episode of Intelligent Investment Today, we complete our trilogy of financial statement analysis by exploring the cash flow statement through the lens of Benjamin Graham.Why do experienced investors place so much importance on cash generation? Because while profits can be adjusted and narratives can mislead, cash flow often reveals the underlying economic reality of a business.We examine o
The Income Statement: Understanding Earning Power
Benjamin Graham believed that intelligent investing begins with understanding the real economics of a business.In this episode, we explore the income statement and the critical role it plays in determining intrinsic value. From stable earnings and operating margins to interest coverage and accounting scepticism, we examine how Graham-style investors separate durable businesses from temporary succe
The Balance Sheet: Where Intelligent Investing Begins
In this episode of Intelligent Investment Today, we return to the foundations of classic value investing and explore the discipline Benjamin Graham considered essential: balance sheet analysis. While modern markets obsess over stories, growth narratives, and technological excitement, Graham insisted that intelligent investing begins with something far more concrete — financial reality.Drawing dire
Are Bonds Really Safe? Understanding Credit Risk and Yield
In this episode of Intelligent Investment Today, we take a deep dive into the world of bonds and fixed income investing — and explore why Benjamin Graham believed many investors misunderstood the risks involved.While bonds are often presented as “safe” investments, the reality is far more complex. We examine the critical differences between government bonds, corporate bonds, secured debt, unsecure
The Subtle Art of Ignoring the Noise
What can a mindset book teach us about investing?In this episode of Intelligent Investment Today, David Coombs explores the surprising connection between The Subtle Art of Not Giving a F*ck and the principles of value investing.From ignoring short-term market noise to staying disciplined during volatility, this episode examines how selective focus, emotional control, personal responsibility, and l
“One Step Away from Poverty” — A Warren Buffett Warning
In this episode of Intelligent Investment Today, we explore a powerful and often overlooked idea attributed to Warren Buffett:“If your salary is your only income, you are only one step away from poverty.”At first glance, the statement may seem extreme. But as we unpack it, a deeper message emerges — one about financial vulnerability, behavioural habits, and the true foundations of long-term wealth
Growth, Quality, and Compounding: The Fisher Framework
In this episode of Intelligent Investment Today, we explore Common Stocks and Uncommon Profits by Philip Fisher — a book that takes investing beyond the numbers and into the heart of the business itself.While traditional value investing, as taught by Benjamin Graham, focuses on valuation and margin of safety, Fisher introduces a different perspective: the importance of business quality, long-term
Coca-Cola: A Great Business, But Is It a Great Investment?
In this episode of Intelligent Investment Today, we analyse The Coca-Cola Company through the lens of value investing.Often regarded as one of the most recognisable and durable businesses in the world, Coca-Cola offers a powerful case study in simplicity, brand strength, and competitive advantage. But as every disciplined investor knows, a great business is not always a great investment.Drawing on
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
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 assess
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
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 an
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 comp
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
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 c
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 ratio
Buffett's Biggest Mistakes - 5 Investing Lessons Inspired By Benjamin Graham
Even the greatest investors make mistakes.In this episode of Intelligent Investment Today, we examine five of the most instructive errors made by Warren Buffett - Graham's most famous student - and explore what they reveal about the true practice of value investing.From the costly acquisition of Dexter Shoe to missed opportunities like Amazon, these moments of misjudgement illuminate principl
Why Value Investors Are So Frugal - From Benjamin Graham to Warren Buffett
Why do so many value investors live modestly, drive unfashionable cars, and get strangely excited about discounted groceries?In this episode of Intelligent Investment Today, we explore the surprising connection between frugality and value investing — and why the principles taught by Benjamin Graham often extend far beyond the stock market.From dented tins of beans to £5,000 sports cars, we examine
When Value Investing Feels Broken: Graham and Buffett on Patience & Underperformance
In this episode of Intelligent Investment Today, we explore one of the most frustrating experiences in investing: watching carefully chosen undervalued stocks underperform for months — or even years — while speculative assets surge.Drawing on the teachings of Benjamin Graham, widely regarded as the father of value investing and mentor to Warren Buffett, we examine why value investing can feel inef
Warren Buffett’s Real Edge: Why Capital Allocation Beats Stock Picking
Warren Buffett is widely celebrated as the greatest stock picker of all time. But what if that popular belief misses the real source of his success?In this episode of Intelligent Investment Today, David Coombs explores a provocative idea: Buffett’s enduring advantage is not stock selection — it is capital allocation.From his early days applying Benjamin Graham’s value investing principles to the t
Charlie Munger’s Mental Models: How Great Investors Think Long Term
In this episode of Intelligent Investment Today, we step away from stock prices, market forecasts, and short-term noise to explore how one of history’s greatest investors actually thought.Charlie Munger, long-time partner of Warren Buffett and vice chairman of Berkshire Hathaway, believed that investment success was not driven by complex formulas or superior intelligence—but by sound judgment, emo
The 100-Year Stock Test: How to Identify Companies Built to Last
What does it take for a company to survive—and thrive—for the next 100 years?In this episode of Intelligent Investment Today, David Coombs introduces the 100-Year Stock Test, a long-term value investing framework inspired by the principles of Benjamin Graham and enduring business fundamentals. Instead of chasing short-term market trends, this episode challenges investors to think like long-term ow
The Worst Balance Sheets in History: Enron, Lehman Brothers & WeWork
In this episode of Intelligent Investment Today, we explore the dark side of finance by examining some of the worst balance sheets in modern corporate history. Instead of celebrating great businesses, we analyse how Enron, Lehman Brothers, and WeWork—once admired, widely owned, and highly praised—were ultimately destroyed by weak financial foundations.Each of these companies appeared successful on
Benjamin Graham’s Net-Net Strategy: How to Find Extreme Value Stocks Today
Are net-net stocks—Benjamin Graham’s most extreme value-investing strategy—still alive in today’s hyper-efficient markets?In this episode of Intelligent Investment Today, David Coombs revisits the legendary net-net investing strategy, a deep-value approach made famous by Benjamin Graham, and examines whether it still works in 2026. Once considered the purest form of margin of safety, net-net inves
What If the Stock Market Closed for a Year? A Benjamin Graham Test of Real Value
What would happen if the stock market shut down for an entire year — no trading, no price quotes, no daily volatility?In this episode of Intelligent Investment Today, we explore a powerful thought experiment inspired by Benjamin Graham, the father of value investing and mentor to Warren Buffett. By imagining a world without market prices, we strip investing back to its essentials and confront the
Efficient Market Hypothesis Explained: Why Benjamin Graham Believed Markets Get It Wrong
Are financial markets truly efficient, or are they driven by emotion, fear, and human error?In this episode of Intelligent Investment Today, we take a deep but accessible look at the Efficient Market Hypothesis (EMH) and place it head-to-head with the philosophy of Benjamin Graham, the father of value investing. We explain what EMH really means, why it appears convincing in theory, and why it ofte
Value Investing Beyond Stocks: How Graham and Buffett Might Buy a Small Business
Most investors associate value investing with stock markets, balance sheets, and ticker symbols. But Benjamin Graham never said value investing was about stocks — he said it was about the intelligent allocation of capital.In this episode of Intelligent Investment Today, we explore how the core principles of value investing apply just as powerfully to private businesses as they do to listed compani
The Seven Deadly Sins of Investing: Benjamin Graham’s Lessons for Modern Value Investors
In this special episode of Intelligent Investment Today, we explore value investing through the lens of the Seven Deadly Sins — revealing how Pride, Greed, Envy, Wrath, Sloth, Gluttony, and Lust quietly sabotage investor decisions every day. Drawing on the timeless wisdom of Benjamin Graham, we examine how emotional impulses, market hype, and behavioral biases can derail even the smartest investor
Is This Boring Business a Hidden Value Stock? Graham vs. Buffett on "North West Widgets"
In this episode of Intelligent Investment Today, host David Coombs takes listeners on a deep-dive into a fictional company - North West Widgets - to explore how Benjamin Graham and Warren Buffett might each evaluate the same investment opportunity.If you have ever wondered how value investors think - or how to apply classic value-investing principles to real-world companies - this episode offers a
Benjamin Graham's Guide to Investment vs Speculation: A Foundation of Value Investing
In this episode of Intelligent Investment Today, host David Coombs breaks down one of the most essential - and most misunderstood - principles in all of investing: the true difference between investment and speculation.Drawing from the timeless wisdom of Benjamin Graham, mentor to Warren Buffett and father of value investing, David explains why so many market participants think they are investing
Understanding Mr. Market: Why Benjamin Graham's Most Powerful Metaphor Still Drives Value Investing Today
In this episode of Intelligent Investment Today, host David Coombs revisits one of Benjamin Graham's most enduring and influential ideas: Mr Market. First introduced by Graham and later championed by Warren Buffett, the Mr Market metaphor remains one of the most effective tools for understanding market psychology, irrational price swings and the core principles behind value investing.Whether
Tulip Mania: The First Bubble and the Timeless Lessons of Value Investing
In this episode of Intelligent Investment Today, host David Coombs explores one of the most famous episodes in financial history - Tulip Mania, the 17th century Dutch bubble that turned ordinary flower bulbs into symbols of speculative excess.Through the lens of Benjamin Graham's value investing principles, we unpack what drove the mania, how it collapsed, and why the same psychology of greed
Lessons from the 2008 Financial Crisis: A Value Investor's Guide to Market Storms
In this episode of Intelligent Investment Today, we take a deep dive into the 2008 Financial Crisis - the most severe market collapse of the modern era - and explore what it teaches us about risk, human behaviour, and investing wisely. Join David Coombs as he breaks down the causes of the crisis, its global impact, and whether value investors are better positioned to weather such storms.Support th
Why Even Smart Investors Get It Wrong: Lessons in Value Investing
In this episode of Intelligent Investment Today, we explore one of the most overlooked aspects of value investing: the inevitability of mistakes.Guided by the principles of Benjamin Graham - mentor to Warren Buffett - we discuss why even the most careful investors make errors, how to manage them, and why a disciplined approach still offers the best odds of long-term success.Hear real-world example
The Eternal Allure of Easy Money - and How Value Investors Resist It
Can the stars predict the stock market? A century ago, thousands believed they could. Today, the same impulse drives countless investors toward "get-rich-quick" gurus and online influencers. In this episode, we uncover the psychology behind our hunger for shortcuts - and why the disciplined value investor must resist the siren song of certainty.Support the show
Warren Buffett's Secret Weapon: The Moat That Protects Great Businesses
In this episode of Intelligent Investment Today, host David Coombs takes a deep dive into one of Warren Buffett's most enduring investment principles - the durable competitive advantage, or what Buffett calls a company's "economic moat."From Coca-Cola's brand loyalty to Amazon's vast logistics empire, we explore what makes certain businesses almost impossible to compe
When Genius Failed: The Rise and Fall of Long-Term Capital Management
In this episode of Intelligent Investment Today, we explore one of the most dramatic cautionary tales in financial history: the collapse of Long-Term Capital Management. Founded by Nobel Prize winners and Wall Street legends, LTCM promised near risk-free profits through sophisticated models and extreme leverage - until it all came crashing down.Host David Coombs breaks down how a portfolio control
The Marshmallow Test: Patience, Psychology, and the Investor's Edge
What does a 1970s psychology experiment involving children and marshmallows have to do with long-term investing? In this episode of Intelligent Investment Today, we explore the parallels between delayed gratification and successful value investing, inspired by the teaching of Benjamin Graham. From fancy cars to fast trades, many fail the adult version of the marshmallow test - but is patience a na
The UK Stock Market: Unloved, Undervalued, and Ripe for Reappraisal?
The UK stock market has been underperforming - not just recently, but for years. From Brexit uncertainty to structural investing habits and a lack of flashy tech names, the FTSE has fallen out of favour with both domestic and international investors. But is that negativity justified - or has pessimism gone too far?In this episode of Intelligent Investment Today, host David Coombs applies the lens
Diversification: How Much Is Too Much? Finding Your Investment Sweet Spot
In this episode of Intelligent Investment Today, we tackle one of value investing's oldest questions: how much diversification is enough - and when does it become too much? Guided by the wisdom of Benjamin Graham and Warren Buffet, we explore why spreading your investments across too many stocks can dilute your returns and how over-diversification might actually hurt your portfolio. We break
Inside the Circle: Why Understanding Beats Guesswork in Investing
In this episode of Intelligent Investment Today, David Coombs dives into a foundational principle of value investing: staying within your circle of competence. Inspiured by the teaching of of Benjamin Graham and the wisdom of Warren Buffett, we explore why it's essential to only invest in businesses you truel understand -and the dangers of pretending you don when you don't.From financial
All That Glitters is Not Value: Gold and The Value Investor
Is gold a timeless hedge or just shiny nonsense? In this episode, David Coombs dismantles the glittering myth of gold as a solid investment for value investors. From personal distaste for gaudy accessories to a lack of intrinsic value, nothing escapes scrutiny - not even crypto. But there may be a golden lining: the businesses behind the bling. Tune in for a Graham-inspired reality check.Support t
Act Like an Owner: The Mindset That Powers Value Investing
In this episode of Intelligent Investment Today, we explore one of the most overlooked yet powerful principles in value investing: thinking and acting like a true owner of the business in which we hold stock. Host David Coombs breaks down why adopting an ownership mindset isn't just a philosophical stance, it's a practical strategy that can lead to long-term investment success. Drawing i
Speculation vs. Investment: Is There Room for a Little Gamble?
In this episode of Intelligent Investment Today, host David Coombs steps outside the typical boundaries of value investing to explore a surprising topic: intelligent speculation. While speculation is often seen as the antithesis of value investment—as famously defined by Benjamin Graham—David asks whether there’s ever room for a small, controlled gamble in a disciplined investor’s portfolio.From d
Margin of Safety: The Key to Defensive Investing
In this edition we re-examine one of the central tenets of value investment - The Margin Of Safety Principle. This principle was put forward by Benjamin Graham to insure against mistakes or errors of judgement in the selection of stock. The principles demands a discount to intrinsic value to create a buffer zone against the risks associated with being wrong. In this episode we shall look in closer
The Retention Trap: Why Companies Hold Back Dividends
In this edition we take a look at dividend policy and the habit that many businesses have fallen into of retaining earnings when it is not always in the shareholders best interest for them to do so. We consider why many businesses and management teams like to retain earnings rather than pay them out as dividends and why many investors instinctively believe that this is in their best interest.Suppo
The Value Investor’s DNA: Traits You Can’t Teach
In this edition we look at some of the common traits shared by the typical value investor. One of the main qualities seems to be our need to obtain value for money whether that be in the purchase of stocks at less than their intrinsic value or when buying a multi pack of Coca-Cola. We will consider some aspects of character that seem to be ingrained in value investor and cannot be taught.Support t
Gamestop 2.0? Inside the Next Meme Stock Craze
In this edition we look into a recent report of growing excitement on a certain Reddit forum about a whole new bunch of stocks. What one financial newspaper is tentatively dubbing Gamestop 2.0, we consider if investors have learned their lesson from the previous meme stock craze or we are about to replay the whole thing again.Support the show
The Alternative Investments Market - Worth The Hassle?
In this episode we investigate the pros and cons of investing in smaller listed businesses such as those listed on London's AIM index (Alternative Investments Market). Support the show
The Efficient Markets Hypothesis vs Mr Market
In this episode we take the efficient markets hypothesis and consider if it really can stand up to scrutiny. Does the parable of Mr Market offer a better understanding of how the markets work in reality? Support the show
Neil Woodford - Britain's Greatest Ever Value Investor?
In this edition we take a look at the career highs and lows of The British Value Investor Neil Woodford. After 26 years of Buffett rivalling performance at his Invesco Fund his reputation was heavily tarnished after the investment fund he set up collapsed leaving an estimated 300,000 investors out of pocket. We look at what went wrong and consider if his pariah status is deserved or whether we sho
The Japanese Economic Miracle And The Lost Decades
In this edition we take a look at the Japanese economic miracle. In the four decades that followed the Second World War Japan's economy went on to become the world's third largest. We then look at the lost decades that followed the economic crash of the early nineteen nineties and consider if we could ever see the like again somewhere else in the world. Support the show
Tesla Stock- A Lesson In Speculation
In this episode we take a look at the interesting case of Tesla. We consider the reasons why investors continue to prop up the stock price of this business despite a price to earnings ratio of around 160 times.Support the show
Airline Stocks- Bargains Hiding in Plane Sight? Or To Be Jettisoned ?
In this episode we take a look at the Airline Industry. We consider the attractiveness or otherwise of this exciting and exotic sector as a destination for your capital, exploring the eccentricities and foibles of the industry along the way. Support the show
See's Candies - Buffett's Seminal Investment
In this episode we take a look at one of Buffett's earliest deviations away from the strict value approach as espoused by his mentor, Benjamin Graham. We will discover how the qualities of this Californian candy business would permanently alter Buffett's investment approach and go on to influence many of his future investment decisions.Support the show
Black Monday - One Of The Stock Market's Darkest Days
In this episode we take a look at the events of Monday October 19, 1987, the day that went on to be known as Black Monday. On this day the Dow Jones Industrial average went on to shed around 23% of its value, and in doing so it looked like, for a time that it might take the whole financial system down with it. We examine how events played out and what lessons the value investor can draw from it.Su
When To Hold 'Em - When to Fold 'Em
In this edition we take a look at the fine art of determining the right time to sell your stocks. Whilst the ideal holding period for a stock is forever, most will need to be sold sooner or later as they reach and exceed fair levels of valuation. We look at the factors that can complicate the decisions around when to sell out of our positions. We also take a look at why value investors tend to be
Qualitative Analysis - An Important But Uncertain Art
In this edition we take a look at the art of qualitative analysis, the examination of those factors relating to the inherent quality of a business, when deciding which stocks to purchase and at what price.We look at some of the aspects of quality we must consider as well as the limitations of this craft that we are faced with as value investors.Support the show
Charlie Munger's Lollapalooza Effect
In this edition we take a look at the Lollapalooza effect, a term coined by Warren Buffett's former right hand man at Berkshire Hathaway, Charlie Munger. We look at what the effect is exactly and how failure spot it in action can prove to be of great detriment to the investor's pocketbook.Support the show
Professional Investors vs A Herd of Pooping Cows
In this edition we consider why so many professional investors do so badly when it comes to investment, with some it seems not even able to outperform a group of defecating bovines. We take a look at some of the crafty tricks used by industry professionals to hide the fact they simply aren't any good at what they do. Finally we consider the charge that Warren Buffett and other famous value in
Compound Interest - The Eighth Wonder Of The World
In this episode we explore the principle of compound interest. We consider what it is, how it works in practice and why it is perhaps the single most important factor in investment success and wealth creation. Support the show
The Balance Sheet - Another Vital Document Any Value Investor Must Understand
In this episode we continue our look into the business accounts that will be vital when arriving at any valuation decision. We consider the difference between tangible and intangible assets and why knowing the difference is such an important distinction from the view point of the investor.Support the show
Testing Your Mettle - Why Market Turbulence Can Prove You've Still Got It!
In this episode we consider what has been going on in the markets over the last couple of weeks, how the intelligent investor should react, and why times of turbulence are an opportunity to test your mettle. Support the show
An Introduction to Intelligent Investment Today
In this opening episode of Intelligent Investment Today, David Coombs introduces a disciplined, long-term approach to investing rooted in the principles of value investing.Inspired by Benjamin Graham, the father of value investing and mentor to Warren Buffett, this podcast focuses on thoughtful decision-making over short-term speculation. Rather than reacting to daily market noise, Intelligent Inv
The Income Account - A Vital But Misleading Document
In this edition we take a look at one of the most important documents to be found in a company's accounts, the Income statement or Profit and Loss account. We consider how oftentimes all is not what it seems with this seemingly innocuous accounting document. We look at common and perfectly legal techniques accountants and management teams can use to paint a picture that suits their narrative
Oil and Tobacco - A Short Study Into The Ethics and Economics of Legacy Businesses
In this episode we take a brief look at certain legacy businesses shunned by many investors and institutions on moral and ethical grounds. We consider the morality of investing in and profiteering from businesses whose operations damage the environment and cause public health issues. We also take a look at the economics of such businesses exclusively from a value standpoint.Support the show
The Psychological Traps That Can Destroy Even An Intelligently Selected Portfolio
In this edition we look at how instinctive reactions to market turmoil can lead even the Intelligent Investor into making bad decisions. We consider the problems the investor can face and strategies to avoid making the wrong choices.Support the show
Emotional Attachments, And How They Can Cost You Money
In this edition we consider how emotional attachments to certain businesses that we are perhaps employed by or are a customer of can frequently lead to the sort of fuzzy thinking that leads to overvaluation. We look into the dangers of overfamiliarity and what the value investor can do to ensure they do not inadvertently take this path to potential poverty.Support the show
Trump Trades - What we Need To Know About Political And Economic Noise
In this episode we take a look at the ups and downs of the US stock market since the November 2024 election. We consider how political and economic matters rarely turn out as first anticipated by the investor and how the value investor will do best to tune out from this noise.Support the show
Investment In Bonds - A Value Perspective
In this episode we take a look at investment in bonds, a subject Graham had an awful lot to say about. We will consider how through sensible bond selection, investors can add an extra layer of diversity to their portfolio which may allow them the extra liquidity required to profit from falling markets.Support the show
The Great Depression of 1929 - Could We Ever Face A Repeat?
In this episode we consider the events of the Great Depression beginning in 1929. We examine why without a financial super power willing and able to bail out the global financial system, the events of 1929 quickly spiralled into the deepest and longest recession in history. Since then the United States has reliably stepped up to the plate to stabilize the global economy during subsequent shocks bu
Billy Beane And The Art Of Value Investment On The Sports Field
In this episode we take a look at the interesting case of Billy Beane, the Scout and General manager of the Oakland A's baseball team. Beane took the skills learnt from value investment into the selection and recruitment of undervalued players using quantitative performance data. This allowed middling team with a small budget to compete with the big boys in the sport. We consider the similari
Artificial Intelligence - The implications for Value Investment.
In this episode will consider the implications of Artificial Intelligence on Value Investing. Will bots that can do a better job than any human of crunching the data make value investment redundant? Or is there hope yet that value opportunities will remain abundant long into the future?Support the show
Trade Wars - Why Times Of Turbulence Can Be An Opportunity For The Value Investor
In this edition we consider how political shocks can effect the investment landscape and why those following the Graham framework can not only survive but profit from difficult times.Support the show
The South Sea Bubble - A Lesson From History
In this edition we take a look at the South Sea Bubble of 1720. This event was widely consider to be the worlds first financial crash and Ponzi scheme. We consider how investors of today can learn from the mistakes from the past and why bubbles like this are very likely to occur again in the future.Support the show
Buffett's Big Two Investment Influences: Graham and Munger
In this edition we take at look at Charlie Munger, Warren Buffett's investment soulmate and the only man to rival Benjamin Graham in the shaping of Buffett's financial outlook. We take a brief look at Munger's career and route to becoming Vice President of Berkshire Hathaway as well as comparing Munger and Graham's investment approaches.Support the show
Market Timing - A Valid Strategy or a Pseudo-Science?
In this episode we look at the investment strategy of market timing, the idea that investors can profit from buying or selling shares based upon predicted future market price movements. We consider the different ways market timing can be achieved and if there is any hope that it can lead to lasting financial success on the stock markets.Support the show
Are We In A New Tech Bubble?
In this edition we look back at previous technology inspired market bubbles, including the Dot.com bubble of the late 1990's and ponder the question: Are we currently in the midst of a new tech bubble in the form of the tech surrounding artificial intelligence?Support the show
Beware Of False Prophets
In this episode touch upon some of the "Get Rich Quick" schemes currently doing the rounds, and consider why the value investor will do well to be wary of all investment frameworks that have not stood the test of time.Support the show
Successful Value Investment = One Part Intelligent Stock Picking to Five Parts Emotional Control
In this episode we discuss how picking the most promising stocks will not guarantee success on the stock market. In order to see your best ideas through to fruition you will need to follow Graham's framework to control your innate human emotions when faced with inevitable periods of market volatility or collapse.Support the show
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