Τα καλύτερα Warren Buffett podcast (2025)

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Why Even Smart Investors Get It Wrong: Lessons in Value Investing 12:04

3d ago12:04

12:04

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 bes…

1
The Eternal Allure of Easy Money - and How Value Investors Resist It 12:59

10d ago12:59

12:59

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. Su…

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Warren Buffett's Secret Weapon: The Moat That Protects Great Businesses 11:59

17d ago11:59

11:59

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 almos…

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When Genius Failed: The Rise and Fall of Long-Term Capital Management 11:37

24d ago11:37

11:37

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. Ho…

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The Marshmallow Test: Patience, Psychology, and the Investor's Edge 10:51

1M ago10:51

10:51

What does a 1970s psychology experiment involving children and marshmallows have to do with long-term investing? In this episode of Intelligent Investment Today, we explore the parallels between delayed gratification and successful value investing, inspired by the teaching of Benjamin Graham. From fancy cars to fast trades, many fail the adult vers…

1
The UK Stock Market: Unloved, Undervalued, and Ripe for Reappraisal? 10:49

1M ago10:49

10:49

The UK stock market has been underperforming - not just recently, but for years. From Brexit uncertainty to structural investing habits and a lack of flashy tech names, the FTSE has fallen out of favour with both domestic and international investors. But is that negativity justified - or has pessimism gone too far? In this episode of Intelligent In…

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Diversification: How Much Is Too Much? Finding Your Investment Sweet Spot 10:43

1M ago10:43

10:43

In this episode of Intelligent Investment Today, we tackle one of value investing's oldest questions: how much diversification is enough - and when does it become too much? Guided by the wisdom of Benjamin Graham and Warren Buffet, we explore why spreading your investments across too many stocks can dilute your returns and how over-diversification …

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Inside the Circle: Why Understanding Beats Guesswork in Investing 10:25

2M ago10:25

10:25

In this episode of Intelligent Investment Today, David Coombs dives into a foundational principle of value investing: staying within your circle of competence. Inspiured by the teaching of of Benjamin Graham and the wisdom of Warren Buffett, we explore why it's essential to only invest in businesses you truel understand -and the dangers of pretendi…

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All That Glitters is Not Value: Gold and The Value Investor 9:06

2M ago9:06

9:06

Is gold a timeless hedge or just shiny nonsense? In this episode, David Coombs dismantles the glittering myth of gold as a solid investment for value investors. From personal distaste for gaudy accessories to a lack of intrinsic value, nothing escapes scrutiny - not even crypto. But there may be a golden lining: the businesses behind the bling. Tun…

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Act Like an Owner: The Mindset That Powers Value Investing 9:37

2M ago9:37

9:37

In this episode of Intelligent Investment Today, we explore one of the most overlooked yet powerful principles in value investing: thinking and acting like a true owner of the business in which we hold stock. Host David Coombs breaks down why adopting an ownership mindset isn't just a philosophical stance, it's a practical strategy that can lead to…

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Speculation vs. Investment: Is There Room for a Little Gamble? 9:32

2M ago9:32

9:32

In this episode of Intelligent Investment Today, host David Coombs steps outside the typical boundaries of value investing to explore a surprising topic: intelligent speculation. While speculation is often seen as the antithesis of value investment—as famously defined by Benjamin Graham—David asks whether there’s ever room for a small, controlled g…

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Margin of Safety: The Key to Defensive Investing 9:13

3M ago9:13

9:13

In this edition we re-examine one of the central tenets of value investment - The Margin Of Safety Principle. This principle was put forward by Benjamin Graham to insure against mistakes or errors of judgement in the selection of stock. The principles demands a discount to intrinsic value to create a buffer zone against the risks associated with be…

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The Retention Trap: Why Companies Hold Back Dividends 11:17

3M ago11:17

11:17

In this edition we take a look at dividend policy and the habit that many businesses have fallen into of retaining earnings when it is not always in the shareholders best interest for them to do so. We consider why many businesses and management teams like to retain earnings rather than pay them out as dividends and why many investors instinctively…

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The Value Investor’s DNA: Traits You Can’t Teach 10:37

3M ago10:37

10:37

In this edition we look at some of the common traits shared by the typical value investor. One of the main qualities seems to be our need to obtain value for money whether that be in the purchase of stocks at less than their intrinsic value or when buying a multi pack of Coca-Cola. We will consider some aspects of character that seem to be ingraine…

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Gamestop 2.0? Inside the Next Meme Stock Craze 9:45

3M ago9:45

9:45

In this edition we look into a recent report of growing excitement on a certain Reddit forum about a whole new bunch of stocks. What one financial newspaper is tentatively dubbing Gamestop 2.0, we consider if investors have learned their lesson from the previous meme stock craze or we are about to replay the whole thing again. Support the show…

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The Alternative Investments Market - Worth The Hassle? 11:26

4M ago11:26

11:26

In this episode we investigate the pros and cons of investing in smaller listed businesses such as those listed on London's AIM index (Alternative Investments Market). Support the showΑπό τον David Coombs

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The Efficient Markets Hypothesis vs Mr Market 9:56

4M ago9:56

9:56

In this episode we take the efficient markets hypothesis and consider if it really can stand up to scrutiny. Does the parable of Mr Market offer a better understanding of how the markets work in reality? Support the showΑπό τον David Coombs

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Neil Woodford - Britain's Greatest Ever Value Investor? 11:14

4M ago11:14

11:14

In this edition we take a look at the career highs and lows of The British Value Investor Neil Woodford. After 26 years of Buffett rivalling performance at his Invesco Fund his reputation was heavily tarnished after the investment fund he set up collapsed leaving an estimated 300,000 investors out of pocket. We look at what went wrong and consider …

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The Japanese Economic Miracle And The Lost Decades 9:11

4M ago9:11

9:11

In this edition we take a look at the Japanese economic miracle. In the four decades that followed the Second World War Japan's economy went on to become the world's third largest. We then look at the lost decades that followed the economic crash of the early nineteen nineties and consider if we could ever see the like again somewhere else in the w…

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Tesla Stock- A Lesson In Speculation 10:02

5M ago10:02

10:02

In this episode we take a look at the interesting case of Tesla. We consider the reasons why investors continue to prop up the stock price of this business despite a price to earnings ratio of around 160 times. Support the showΑπό τον David Coombs

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Airline Stocks- Bargains Hiding in Plane Sight? Or To Be Jettisoned ? 8:58

5M ago8:58

8:58

In this episode we take a look at the Airline Industry. We consider the attractiveness or otherwise of this exciting and exotic sector as a destination for your capital, exploring the eccentricities and foibles of the industry along the way. Support the showΑπό τον David Coombs

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See's Candies - Buffett's Seminal Investment 10:38

5M ago10:38

10:38

In this episode we take a look at one of Buffett's earliest deviations away from the strict value approach as espoused by his mentor, Benjamin Graham. We will discover how the qualities of this Californian candy business would permanently alter Buffett's investment approach and go on to influence many of his future investment decisions. Support the…

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Black Monday - One Of The Stock Market's Darkest Days 12:04

5M ago12:04

12:04

In this episode we take a look at the events of Monday October 19, 1987, the day that went on to be known as Black Monday. On this day the Dow Jones Industrial average went on to shed around 23% of its value, and in doing so it looked like, for a time that it might take the whole financial system down with it. We examine how events played out and w…

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When To Hold 'Em - When to Fold 'Em 10:25

5M ago10:25

10:25

In this edition we take a look at the fine art of determining the right time to sell your stocks. Whilst the ideal holding period for a stock is forever, most will need to be sold sooner or later as they reach and exceed fair levels of valuation. We look at the factors that can complicate the decisions around when to sell out of our positions. We a…

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Qualitative Analysis - An Important But Uncertain Art 11:21

6M ago11:21

11:21

In this edition we take a look at the art of qualitative analysis, the examination of those factors relating to the inherent quality of a business, when deciding which stocks to purchase and at what price. We look at some of the aspects of quality we must consider as well as the limitations of this craft that we are faced with as value investors. S…

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Charlie Munger's Lollapalooza Effect 9:56

6M ago9:56

9:56

In this edition we take a look at the Lollapalooza effect, a term coined by Warren Buffett's former right hand man at Berkshire Hathaway, Charlie Munger. We look at what the effect is exactly and how failure spot it in action can prove to be of great detriment to the investor's pocketbook. Support the show…

1
Professional Investors vs A Herd of Pooping Cows 9:28

6M ago9:28

9:28

In this edition we consider why so many professional investors do so badly when it comes to investment, with some it seems not even able to outperform a group of defecating bovines. We take a look at some of the crafty tricks used by industry professionals to hide the fact they simply aren't any good at what they do. Finally we consider the charge …

1
Compound Interest - The Eighth Wonder Of The World 9:12

6M ago9:12

9:12

In this episode we explore the principle of compound interest. We consider what it is, how it works in practice and why it is perhaps the single most important factor in investment success and wealth creation. Support the showΑπό τον David Coombs

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The Balance Sheet - Another Vital Document Any Value Investor Must Understand 12:15

7M ago12:15

12:15

In this episode we continue our look into the business accounts that will be vital when arriving at any valuation decision. We consider the difference between tangible and intangible assets and why knowing the difference is such an important distinction from the view point of the investor. Support the show…

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Testing Your Mettle - Why Market Turbulence Can Prove You've Still Got It! 9:31

7M ago9:31

9:31

In this episode we consider what has been going on in the markets over the last couple of weeks, how the intelligent investor should react, and why times of turbulence are an opportunity to test your mettle. Support the showΑπό τον David Coombs

1
An Introduction to Intelligent Investment Today 11:57

7M ago11:57

11:57

A REPUBLISHED Piece. My FIRST ever podcast! (It wasn't quite as bad as I had remembered) But it remains a self-taught (and ever so slightly amateurish) exploration into the world of Podcasting. Whilst I hope that I delivered much of what I promised back then, I realise that there is so much more in-store. In time I hope to deliver a much more bespo…

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The Income Account - A Vital But Misleading Document 9:57

7M ago9:57

9:57

In this edition we take a look at one of the most important documents to be found in a company's accounts, the Income statement or Profit and Loss account. We consider how oftentimes all is not what it seems with this seemingly innocuous accounting document. We look at common and perfectly legal techniques accountants and management teams can use t…

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Oil and Tobacco - A Short Study Into The Ethics and Economics of Legacy Businesses 11:40

7M ago11:40

11:40

In this episode we take a brief look at certain legacy businesses shunned by many investors and institutions on moral and ethical grounds. We consider the morality of investing in and profiteering from businesses whose operations damage the environment and cause public health issues. We also take a look at the economics of such businesses exclusive…

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The Psychological Traps That Can Destroy Even An Intelligently Selected Portfolio 10:23

8M ago10:23

10:23

In this edition we look at how instinctive reactions to market turmoil can lead even the Intelligent Investor into making bad decisions. We consider the problems the investor can face and strategies to avoid making the wrong choices. Support the showΑπό τον David Coombs

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Emotional Attachments, And How They Can Cost You Money 9:31

8M ago9:31

9:31

In this edition we consider how emotional attachments to certain businesses that we are perhaps employed by or are a customer of can frequently lead to the sort of fuzzy thinking that leads to overvaluation. We look into the dangers of overfamiliarity and what the value investor can do to ensure they do not inadvertently take this path to potential…

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Trump Trades - What we Need To Know About Political And Economic Noise 10:33

8M ago10:33

10:33

In this episode we take a look at the ups and downs of the US stock market since the November 2024 election. We consider how political and economic matters rarely turn out as first anticipated by the investor and how the value investor will do best to tune out from this noise. Support the showΑπό τον David Coombs

1
Investment In Bonds - A Value Perspective 12:22

8M ago12:22

12:22

In this episode we take a look at investment in bonds, a subject Graham had an awful lot to say about. We will consider how through sensible bond selection, investors can add an extra layer of diversity to their portfolio which may allow them the extra liquidity required to profit from falling markets. Support the show…

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The Great Depression of 1929 - Could We Ever Face A Repeat? 11:18

8M ago11:18

11:18

In this episode we consider the events of the Great Depression beginning in 1929. We examine why without a financial super power willing and able to bail out the global financial system, the events of 1929 quickly spiralled into the deepest and longest recession in history. Since then the United States has reliably stepped up to the plate to stabil…

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Billy Beane And The Art Of Value Investment On The Sports Field 10:07

9M ago10:07

10:07

In this episode we take a look at the interesting case of Billy Beane, the Scout and General manager of the Oakland A's baseball team. Beane took the skills learnt from value investment into the selection and recruitment of undervalued players using quantitative performance data. This allowed middling team with a small budget to compete with the bi…

1
Artificial Intelligence - The implications for Value Investment. 12:01

9M ago12:01

12:01

In this episode will consider the implications of Artificial Intelligence on Value Investing. Will bots that can do a better job than any human of crunching the data make value investment redundant? Or is there hope yet that value opportunities will remain abundant long into the future? Support the show…

1
Trade Wars - Why Times Of Turbulence Can Be An Opportunity For The Value Investor 9:43

9M ago9:43

9:43

In this edition we consider how political shocks can effect the investment landscape and why those following the Graham framework can not only survive but profit from difficult times. Support the showΑπό τον David Coombs

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The South Sea Bubble - A Lesson From History 9:08

9M ago9:08

9:08

In this edition we take a look at the South Sea Bubble of 1720. This event was widely consider to be the worlds first financial crash and Ponzi scheme. We consider how investors of today can learn from the mistakes from the past and why bubbles like this are very likely to occur again in the future. Support the show…

1
Buffett's Big Two Investment Influences: Graham and Munger 9:31

10M ago9:31

9:31

In this edition we take at look at Charlie Munger, Warren Buffett's investment soulmate and the only man to rival Benjamin Graham in the shaping of Buffett's financial outlook. We take a brief look at Munger's career and route to becoming Vice President of Berkshire Hathaway as well as comparing Munger and Graham's investment approaches. Support th…

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Market Timing - A Valid Strategy or a Pseudo-Science? 9:23

10M ago9:23

9:23

In this episode we look at the investment strategy of market timing, the idea that investors can profit from buying or selling shares based upon predicted future market price movements. We consider the different ways market timing can be achieved and if there is any hope that it can lead to lasting financial success on the stock markets. Support th…

1
Are We In A New Tech Bubble? 10:46

10M ago10:46

10:46

In this edition we look back at previous technology inspired market bubbles, including the Dot.com bubble of the late 1990's and ponder the question: Are we currently in the midst of a new tech bubble in the form of the tech surrounding artificial intelligence? Support the showΑπό τον David Coombs

1
Beware Of False Prophets 7:40

10M ago7:40

7:40

In this episode touch upon some of the "Get Rich Quick" schemes currently doing the rounds, and consider why the value investor will do well to be wary of all investment frameworks that have not stood the test of time. Support the showΑπό τον David Coombs

1
Successful Value Investment = One Part Intelligent Stock Picking to Five Parts Emotional Control 8:23

11M ago8:23

8:23

In this episode we discuss how picking the most promising stocks will not guarantee success on the stock market. In order to see your best ideas through to fruition you will need to follow Graham's framework to control your innate human emotions when faced with inevitable periods of market volatility or collapse. Support the show…

1
Investing In An Index Fund - A Value Perspective 9:35

11M ago9:35

9:35

In this edition we consider if investing in an index fund, a fund that tracks and mirrors the performance of an index as a whole offers superior results to a self selected portfolio or actively managed funds. Support the showΑπό τον David Coombs

1
A Brief Word on Crypto 'Investment' - What would Graham have had to say? 8:45

12M ago8:45

8:45

A brief word om what Graham might have thought about investing in Cryptocurrencies and if any of his teaching can be of use to the Crypto investor. Support the showΑπό τον David Coombs

1
Master and Pupil - How Graham Shaped Buffett As An Investor 19:08

12M ago19:08

19:08

In this episode we take a deep dive into the relationship between Warren Buffett and Benjamin Graham. We consider how Graham came to influence Buffett's investment style and how this style has evolved through the years under the influence of an investor with a very different approach, Charlie Munger. Support the show…

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