The Intrinsic Value Podcast - The Investor’s Podcast Network

MI359: The Intelligent Investor w/ Shawn O'Malley


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In today’s episode, Patrick Donley (@JPatrickDonley) sits down with Shawn O’Malley, Chief Editor of our newsletter, We Study Markets, to discuss what his main takeaways were from doing a deep dive into The Intelligent Investor by Benjamin Graham.

Buffett called The Intelligent Investor the most important book on investing ever written and said outside of his own father, Ben Graham was the most influential person on his life.

You’ll learn what the main principles of the book that stood out to Shawn were, what an intelligent investor does that average investors don’t do, why common sense is more important than a high IQ in investing, how to apply the idea of margin of safety, how to do an intrinsic value calculation, how to benefit from the mood swings of Mr. Market, plus so much more!

The Intelligent Investor by Benjamin Graham was originally published in 1949. It has remained relevant over the years due to its timeless principles and insights into the world of investing. Graham, often referred to as the "father of value investing," offers practical advice for investors of all levels, emphasizing the importance of a disciplined, rational, intelligent approach to investing and the need to distinguish between speculation and investment.


IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

02:42 - What were the main principles that stood out to Shawn in the book.

12:59 - What an intelligent investor is and what they do.

16:02 - Why common sense rather than high intelligence is what’s necessary for investing.

21:20 - What ideas from The Intelligent Investor, Shawn feels could be updated or revised.

27:31 - How to apply the idea of margin of safety in 2024.

31:58 - What an intrinsic value calculation is and how to do it.

35:23 - How to benefit from the mood swings of Mr. Market.

37:25 - What are some lesser-known nuggets of wisdom in the book.

And much, much more!


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES

  • Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
  • Lawrence Cunningham's book, The Essays of Warren Buffett.
  • Benjamin Graham's book, The Intelligent Investor.
  • Check out How to Calculate the Intrinsic Value of a Company Like Benjamin Graham.
  • Check out the books mentioned in the podcast here.
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    • Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
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    • SPONSORS

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