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
39 episodes
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
Investing In An Index Fund - A Value Perspective
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.
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9:35
A Brief Word on Crypto 'Investment' - What would Graham have had to say?
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.
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8:45
Master and Pupil - How Graham Shaped Buffett As An Investor
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...
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19:08
Short Selling - A Fools Errand or A Legitimate Value Investment Strategy?
In this episode we consider the different ways by which short selling, or the attempt to profit from falling stock prices can be undertaken and whether short selling should ever be part of a value investment strategy.
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12:08
Is It Time To Invest In The UK Stock Market?
In this episode we take a look at the factors that have depressed the UK stock market over the last decade or so and consider if now might be the time for a rethink on the prospects for UK PLC.
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11:02
Benjamin Graham - Value Investment's Founding Father - A Brief Biography
In today's episode we consider the life and times of Benjamin Graham, the founding father of value investment and teacher and mentor to some of the stock market's most successful practitioners, including of course Warren Buffett.
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13:55