When markets turn volatile, the instinct is often to sell and move to cash.
It feels safe — but it can come with hidden costs.
In this episode, we unpack the risks: inflation, missed opportunities, and long-term wealth erosion.
🎧 https://substack.com/@iitpodcast
#investing #finance
I would agree with that. You are right, certain markets do get overlooked. Poland is a particularly good example as you have both businesses the average investor simply won't know about (because they haven't bothered looking), plus the political/economic stability of an EU member state.
In my case, finding a system(in Benjamin Graham)that resonated and sounded like basic common sense got me through those slow early years. Through understanding that a lack of immediate progress was a normal part of investing and didn't mean I was a bad investor helped keep me grounded & on track.
Why did Charlie Munger say the first $100K is the hardest?
This episode breaks down compounding, why early investing feels slow, and how to build real momentum.
Patience pays.
🎧 substack.com/@iitpodcast
#Investing #ValueInvesting #WealthBuilding
New episode out now 🎧
Could crypto pass the ultimate value investing test?
We explore intrinsic value, margin of safety, and Graham’s timeless rules in today’s digital asset world.
Tune in now 👇
substack.com/@iitpodcast
#Investing #Crypto #Finance
New episode live 🚀
Benjamin Graham on bonds, portfolio balance, and staying disciplined in downturns.
Short, practical, and timeless.
http://substack.com/@iitpodcast
#investing #podcasts #finance #longterm
new episode out →
markets, investing, and how people are actually thinking about money right now
no hype, just perspective
listen: substack.com/@iitpodcast
#investing #stockmarket #finance #markets #wealth #personalfinance
📢 I’ve launched a new Substack newsletter: Intelligent Investment Today.
Alongside the podcast, it focuses on disciplined, long-term investing in a world full of market noise.
Subscribe:
substack.com/@iitpodcast
— David Coombs
New episode 🎙️
Even the greatest investors make mistakes.
We examine five of Warren Buffett’s most instructive errors — from the Dexter Shoe acquisition to missing Amazon — and what they reveal about value investing, cyclicality, opportunity cost, and adaptability.
Listen:
Why do many value investors drive unfashionable cars, live in modest homes, and get excited about discounted groceries?
Because once you understand the difference between price and value, you start seeing mispricing everywhere.
Even in the supermarket.
New episode 🎧
New episode of Intelligent Investment Today 🎙️
Why do undervalued stocks lag while speculation soars?
Drawing on Benjamin Graham’s The Intelligent Investor and Buffett’s early GEICO investment, we explore why value investing feels broken — but isn’t.
Patience is the edge. 📈
New episode of Intelligent Investment Today 🎙️
Why do undervalued stocks lag while speculation soars?
Drawing on Benjamin Graham’s The Intelligent Investor and Buffett’s early GEICO investment, we explore why value investing feels broken — but isn’t.
Patience is the edge. 📈
Warren Buffett’s real edge isn’t stock picking. It’s capital allocation.
In the new episode of Intelligent Investment Today, David Coombs explains how Buffett evolved from elite investor to master allocator — and why patience beats activity.
#Investing #ValueInvesting #WarrenBuffett
New episode of Intelligent Investment Today 🎙️
How did Charlie Munger really think?
Not formulas. Not predictions.
Judgment. Discipline. Avoiding obvious mistakes.
We cover inversion, circle of competence, incentives & second-order thinking.
Temperament > intellect.
#Investing #CharlieMunger
What kind of company could survive for the next 100 years?
This episode introduces the 100-Year Stock Test:
• Durable demand
• Economic moats
• Financial discipline
• Adaptability without excess risk
Long-term investing isn’t exciting—but it works. 🎙️📈
New episode of Intelligent Investment Today 🎙️
We’re looking at the worst balance sheets in history: Enron, Lehman Brothers, and WeWork. Learn how weak financial foundations can destroy even the most admired companies.
#ValueInvesting #Finance
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Ever wondered how Warren Buffett style investing works today? Listen to the intro episode of Intelligent Investment Today here
🚀 Podcast Intelligent Investment Today is live! Learn how top investors mastered their craft and apply value investing today. Practical insights—no jargon. 🎧 Start your journey toward intelligent investing! #InvestingPodcast #ValueInvesting #WarrenBuffett #BenjaminGraham