In this episode of Intelligent Investment Today, David Coombs dives into a real-life investing experience following a shocking 30% drop in his holding of Card Factory. Using Benjamin Graham's timeless value investing principles, he explains how to separate market noise from genuine changes in intrinsic value, stay rational under pressure, and spot opportunities in market overreactions. 

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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 clear, entertaining walkthrough. 

#valueinvesting #BenjaminGraham #WarrenBuffett #intrinsicvalue #marginofsafety #investingpodcast

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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 when really they are speculating - and why that confusion can lead to dangerous, unintended riaks.

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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 you're new to investing or a seasoned student of Graham, this episode offers a timely reminder of the psychological forces driving markets - and how staying rational gives you the edge.

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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 and fear still drives markets today - from the dot-com boom to cryptocurrencies and meme stocks.

Discover what Tulip Mania teaches modern investors about intrinsic value, market psychology, and the timeless importance of asking one simple question: "How much am I paying for what I'm getting?" 

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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.

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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 examples and insights from Buffett's own missteps, and learn practical strategies to protect your portfolio using margin of safety, diversification and rational decision-making.

Whether your a seasoned investor of just starting out, this episode offers a candid and insightful look at embracing mistakes as a key part of the intelligent investment journey.

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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.

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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 compete with, and why these moats matter so much to value investors.

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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 controlling around $1 trillion unravelled in a matter of months, why Warren Buffett briefly considered stepping in, and what value investors can learn from this extraordinary meltdown.

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