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Intelligent Investment Today - The Warren Buffett Way
INTELLIGENT INVESTMENT TODAY, a Shortcast "mini-podcast" series each around ten minutes, focusing on the teachings of the father of the craft, Benjamin Graham, teacher and mentor to the most successful investor of all time Warren Buffett.
Designed for the complete novice without any experience in the stock market as well as the more experienced investor wishing to reacquaint themselves with the likes of "Mr Market" and "The margin of safety principle".
Episodes
45 episodes
Black Monday - One Of The Stock Market's Darkest Days
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...
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12:04
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When To Hold 'Em - When to Fold 'Em
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 valuatio...
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10:25
Qualitative Analysis - An Important But Uncertain Art
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 o...
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11:21
Charlie Munger's Lollapalooza Effect
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...
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9:56
Professional Investors vs A Herd of Pooping Cows
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 p...
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9:28
Compound Interest - The Eighth Wonder Of The World
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.
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9:12
The Balance Sheet - Another Vital Document Any Value Investor Must Understand
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 di...
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12:15
Testing Your Mettle - Why Market Turbulence Can Prove You've Still Got It!
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.
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9:31
An Introduction to Intelligent Investment Today
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 prom...
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Season 1
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Episode 1
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11:57
The Income Account - A Vital But Misleading Document
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 accoun...
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9:57
Oil and Tobacco - A Short Study Into The Ethics and Economics of Legacy Businesses
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 env...
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11:40
The Psychological Traps That Can Destroy Even An Intelligently Selected Portfolio
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.
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10:23
Emotional Attachments, And How They Can Cost You Money
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 overfami...
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9:31
Trump Trades - What we Need To Know About Political And Economic Noise
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 ...
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10:33
Investment In Bonds - A Value Perspective
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 t...
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12:22
The Great Depression of 1929 - Could We Ever Face A Repeat?
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...
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11:18
Billy Beane And The Art Of Value Investment On The Sports Field
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 ...
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10:07
Artificial Intelligence - The implications for Value Investment.
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...
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12:01
Trade Wars - Why Times Of Turbulence Can Be An Opportunity For The Value Investor
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.
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9:43
The South Sea Bubble - A Lesson From History
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...
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9:08
Buffett's Big Two Investment Influences: Graham and Munger
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 ...
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9:31
Market Timing - A Valid Strategy or a Pseudo-Science?
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 achiev...
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9:23
Are We In A New Tech Bubble?
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 artific...
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10:46
Beware Of False Prophets
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.
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7:40
Successful Value Investment = One Part Intelligent Stock Picking to Five Parts Emotional Control
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 emotion...
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8:23