Intelligent Investment Today - The Warren Buffett Way

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 often falls apart in the real world.Drawing on Graham’s famous concept of Mr. Market, we explore how psychology, crowd behavior, and emotional decision-making lead to mispriced assets — and why this creates long-term opportunities for disciplined value investors. We also examine bubbles, market inefficiencies, and where modern investing giants like Warren Buffett fit into the debate.Whether you’re new to investing or looking for a clear refresher, this episode will help you understand:What the Efficient Market Hypothesis claimsWhy markets are efficient most of the time — but not all of the timeHow human behavior creates opportunityWhy value investing still works, and likely always willSit back, tune in, and gain a clearer understanding of why patience, discipline, and emotional control remain the value investor’s greatest edge.Support the show

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 companies. Using the example of a small, independent grocery store, we ask how a value investor — in the tradition of Benjamin Graham and Warren Buffett — would evaluate risk, cash flow, assets, management dependence, and margin of safety.We strip away market noise, adjusted earnings, and modern financial jargon to focus on what truly matters: what a business earns, what it owns, and how resilient it is in the face of competition and change. From downside risk and owner dependence to debt, durability, and conservative valuation, this episode is a reminder that a business is a business — whether it turns over thousands or billions.If you want to think like a true business owner, avoid speculative thinking, and apply Graham’s timeless principles beyond the stock market, this episode is for you.Support the show

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 investors.Each sin takes the stage as we uncover:How Pride fuels overconfidence and destroys disciplineWhy Greed pushes investors toward speculation, hype, and AI-driven maniasHow Envy turns investing into a competition instead of a strategyWhy Wrath leads to panic selling and revenge-trading during downturnsHow Sloth encourages shortcuts, tips, and ignorance over researchWhy Gluttony creates bloated portfolios with no directionHow Lust seduces investors into speculative “story stocks” and bubblesGrounded in Graham’s principles of intrinsic value, margin of safety, and emotional control, this episode reveals why investing is as much a moral discipline as a financial one — and how mastering your temperament is the real key to long-term success.If you’ve ever felt the pull of market hype or emotional temptation, this episode will help you recognise the whisper of each “sin” and choose the rational, disciplined path that Graham championed.Support the show

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.   Support the show

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 #investingpodcastSupport the show