

Surviving Market Shocks: A Benjamin Graham Approach to Card Factory's 30% Drop
19/12/2025 | 11 min
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

Is This Boring Business a Hidden Value Stock? Graham vs. Buffett on "North West Widgets"
12/12/2025 | 11 min
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

Benjamin Graham's Guide to Investment vs Speculation: A Foundation of Value Investing
05/12/2025 | 12 min
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.Support the show

Understanding Mr. Market: Why Benjamin Graham's Most Powerful Metaphor Still Drives Value Investing Today
28/11/2025 | 13 min
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.Support the show

Tulip Mania: The First Bubble and the Timeless Lessons of Value Investing
21/11/2025 | 12 min
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?" Support the show



Intelligent Investment Today - The Warren Buffett Way