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Published by David Coombs
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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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
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
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
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
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
Why do some investors remain passionate about markets for decades, while others become exhausted chasing returns? In this episode of Intelligent Investment Today , we explore an often-overlooked idea: the importance of enjoying the process of investing rather than becoming obsessed with the proceeds. Drawing on the examples of Warren Buffett, Benjamin Graham, Charlie Munger, and Peter Lynch, we examine why curiosity, patience, and genuine interest may be far greater advantages than greed, anxiety, or the fear of missing out. Because investing is not simply about reaching some distant financial destination. It's about developing habits, knowledge, and a mindset that make the journey itself worthwhile. Along the way, we'll discuss why people who love what they do often become exceptionally good at it, why patience is easier when you're genuinely fascinated by businesses, and why perhaps the greatest investors aren't chasing money at all—they simply love the game. Topics covered: • Why enjoyment and curiosity create long-term advantages • Warren Buffett and the joy of studying businesses • Why obsession with outcomes can lead to poor decisions • The connection between passion, patience, and success • How market downturns become easier when you enjoy the process • Why life—and investing—is largely about the journey, not the destination • The timeless value of maintaining a curious mind Because while markets rise and fall, fortunes come and go, and stock prices fluctuate endlessly, a curious mind never really retires. Support the show
Artificial intelligence is widely viewed as one of the most transformative technologies of our time. But history reminds us that revolutionary innovations and speculative excess often arrive together. In this episode of Intelligent Investment Today, we explore the remarkable parallels between today's AI boom and the railway mania that preceded the financial crisis of 1873. While the technologies are separated by more than a century, the behaviour of investors may be surprisingly familiar. We examine how enthusiasm for railways fuelled massive investment, soaring valuations, and widespread speculation before the eventual collapse. We then compare those events with today's excitement surrounding artificial intelligence, semiconductor companies, data centres, and the race to dominate the future of AI. Along the way, we discuss why being right about a technology is not always the same as being right about an investment, the importance of valuation discipline, the dangers of leverage and FOMO, and why history suggests that only a handful of companies may ultimately capture most of the value created by a technological revolution. Whether you're an investor, student of financial history, or simply curious about the AI revolution, this episode offers timeless lessons on speculation, innovation, and intelligent investing. Support the show
In this episode of Intelligent Investment Today , we explore one of the most misunderstood concepts in all of investing: risk. Many investors believe risk simply means volatility or short-term price declines. But as Benjamin Graham, Warren Buffett, and Howard Marks have repeatedly argued, true investment risk is far more complex — and often far less visible. We examine: Why volatility is not necessarily the same as risk The difference between temporary declines and permanent capital loss How speculative bubbles distort investor perception Why leverage quietly increases fragility The dangers of overconfidence and herd behaviour How inflation can erode wealth despite apparent “safety” Why institutions often misjudge risk The importance of margin of safety in value investing How investor psychology shapes market cycles This episode is a deep dive into risk perception, behavioural finance, value investing principles, and long-term capital preservation. If you want to become a more rational and disciplined investor, understanding risk properly is essential. Support the show
In this episode of Intelligent Investment Today , we explore one of the most practical — and most widely misunderstood — investing strategies: dollar-cost averaging. Rather than attempting to predict market highs and lows, dollar-cost averaging focuses on consistency, discipline, and long-term participation. We examine why this simple approach can help investors manage emotion, reduce the pressure of market timing, and build wealth steadily over time. Along the way, we also discuss: Why market timing is so difficult The psychological benefits of systematic investing The difference between lump-sum investing and DCA How dollar-cost averaging fits within value investing Why behaviour often matters more than precision This episode is not about finding the perfect moment to invest — it’s about building a process that works even when markets are uncertain. A thoughtful discussion for long-term investors seeking clarity, discipline, and a more sustainable approach to wealth creation. Support the show
Peter Lynch is often remembered as one of the greatest growth investors of all time — but was he actually a value investor in disguise? In this episode of Intelligent Investment Today , we explore the investing philosophy of Peter Lynch and examine how his approach blended elements of both growth and value investing. From his famous “buy what you know” principle to his use of the PEG ratio and focus on understandable businesses, Lynch developed a style that challenged traditional investing labels. We discuss: How Peter Lynch managed the Fidelity Magellan Fund to extraordinary success Why Lynch focused on simple, understandable businesses The meaning behind the PEG ratio and “growth at a reasonable price” (GARP) investing How Lynch balanced growth potential with valuation discipline The similarities — and differences — between Lynch, Benjamin Graham, and Warren Buffett Why value investing is broader than simply buying “cheap stocks” The lessons modern investors can still learn from Lynch today This episode is a deeper look into one of the most influential investors of the modern era — and why his philosophy still matters for long-term investors navigating today’s markets. Intelligent investing is not about labels. It’s about understanding value, price, and opportunity. Support the show
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 operating cash flow, free cash flow, capital allocation, financing decisions, and the critical difference between accounting profits and genuine financial strength. A deep dive into one of the most powerful tools in intelligent investing. Support the show
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 success stories. A discussion on financial discipline, long-term thinking, and the enduring importance of earning power. Support the show
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 directly from Graham’s principles, we break down why assets, liabilities, liquidity, and debt matter far more than market hype. You’ll learn: Why Graham prioritised downside protection and the margin of safety What working capital, liquidity, and debt levels reveal about a company’s resilience How balance sheet strength can determine whether a business survives a downturn Why tangible assets and conservative financing still matter in today’s markets How dilution, leverage, and weak financial structures quietly destroy shareholder value This episode is a reminder that before investors get excited about growth or disruption, they must first understand the financial structure supporting the business underneath. Support the show
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, unsecured debt, senior debt, subordinated debt, and high-yield bonds. You’ll learn: What bonds actually are and how they work Why not all bonds carry the same level of risk The difference between secured and unsecured debt How capital structure and repayment hierarchy affect investors Why bond yields can sometimes signal hidden danger What liens, seniority, and subordinated debt mean in practice Why Benjamin Graham warned against reaching for yield How intelligent investors think about downside protection and credit risk This episode is essential listening for anyone interested in value investing, fixed income markets, portfolio construction, credit analysis, and long-term risk management. Support the show
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 long-term thinking can shape better investment decisions. Because successful investing is not about reacting to everything — it’s about focusing on what truly matters. Topics include: Why market noise leads to poor decisions The importance of emotional discipline Handling volatility and uncertainty Long-term thinking in value investing The psychology behind successful investors Why simplicity often outperforms complexity A thoughtful exploration of mindset, behaviour, and the timeless principles of value investing. Support the show
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. This episode examines why relying on a single income source creates risk, regardless of how much you earn, and how building additional streams of income can provide stability, flexibility, and peace of mind. We also explore the behaviours that stand in the way — from lifestyle inflation and impulse spending to the challenge of delayed gratification — and why financial independence begins not with investing, but with how we manage what we already have. Because the real lesson behind Buffett’s quote is not about fear. It is about control. About reducing dependence, building resilience, and making decisions that support your future — not just your present. Support the show
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 growth, and exceptional management. This episode examines Fisher’s distinctive approach, including his famous “scuttlebutt” method, his focus on qualitative insight, and his framework for identifying companies with the potential to compound value over time. We also explore how these ideas influenced Warren Buffett, shaping the evolution of his philosophy into a blend of discipline and insight — combining Graham’s quantitative rigour with Fisher’s focus on great businesses. Because the most powerful investing approach is not choosing between value and growth. It is understanding how the two work together. Support the show
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 principles popularised by Warren Buffett and Benjamin Graham, we explore: Why Coca-Cola is such an understandable business The true nature of its competitive moat How brand, distribution, and habit reinforce its dominance And why valuation remains the most important part of the equation A thoughtful discussion on quality, price, and the discipline required to invest wisely. Support the show
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
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
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Apple Podcasts rankings via the Mato Topic Intelligence Platform.
Observed September 12, 2026. Cached outside the daily freshness window; the positions keep the date they were taken on.
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