Successful Value Investment = One Part Intelligent Stock Picking To Five Parts Emotional Control Intelligent Investment Today

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 show

Intelligent Investment Today - The Warren Buffett Way

1
Investment In Bonds - A Value Perspective 12:22

8 days 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…

Intelligent Investment Today - The Warren Buffett Way

1
The Great Depression of 1929 - Could We Ever Face A Repeat? 11:18

15 days 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 stabilize the global economy during subsequent shocks but with the administration now looking to tread a more isolationist path can we still assume they will take on this role in the future? Support the show…

Intelligent Investment Today - The Warren Buffett Way

1
Billy Beane And The Art Of Value Investment On The Sports Field 10:07

22 days 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 big boys in the sport. We consider the similarities between what Beane did with the Oakland A's and value investment on the stock market and what we can learn from it. Support the show…

Intelligent Investment Today - The Warren Buffett Way

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

28 days 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…

Intelligent Investment Today - The Warren Buffett Way

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

5 weeks 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 show

Intelligent Investment Today - The Warren Buffett Way

1
The South Sea Bubble - A Lesson From History 9:08

6 weeks 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…

Intelligent Investment Today - The Warren Buffett Way

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

7 weeks 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 the show…

Intelligent Investment Today - The Warren Buffett Way

1
Market Timing - A Valid Strategy or a Pseudo-Science? 9:23

8 weeks 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 the show…

Intelligent Investment Today - The Warren Buffett Way

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

9 weeks 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 show

Intelligent Investment Today - The Warren Buffett Way

1
Beware Of False Prophets 7:40

10 weeks 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 show

Intelligent Investment Today - The Warren Buffett Way

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

11 weeks 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…

Intelligent Investment Today - The Warren Buffett Way

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

13 weeks 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 show

Intelligent Investment Today - The Warren Buffett Way

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

15 weeks 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 show

Intelligent Investment Today - The Warren Buffett Way

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

17 weeks ago19:08