• Are We In A New Tech Bubble?
    2025/01/10

    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?

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    11 分
  • Beware Of False Prophets
    2025/01/03

    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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    8 分
  • Successful Value Investment = One Part Intelligent Stock Picking to Five Parts Emotional Control
    2024/12/27

    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.

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    8 分
  • Investing In An Index Fund - A Value Perspective
    2024/12/11

    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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    10 分
  • A Brief Word on Crypto 'Investment' - What would Graham have had to say?
    2024/11/29

    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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    9 分
  • Master and Pupil - How Graham Shaped Buffett As An Investor
    2024/11/14

    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.

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    19 分
  • Short Selling - A Fools Errand or A Legitimate Value Investment Strategy?
    2024/10/21

    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 分
  • Is It Time To Invest In The UK Stock Market?
    2024/10/03

    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 分