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Inside the Circle: Why Understanding Beats Guesswork in Investing

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Manage episode 507207042 series 3553803
Content provided by David Coombs. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Coombs or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Intelligent Investment Today, David Coombs dives into a foundational principle of value investing: staying within your circle of competence. Inspiured by the teaching of of Benjamin Graham and the wisdom of Warren Buffett, we explore why it's essential to only invest in businesses you truel understand -and the dangers of pretending you don when you don't.

From financial institutions to AI firms, David walks through real-world examples of businesses that may lie beyond the average investor's grasp, and why that's perfectly okay. He shares insights on how to avoid costly mistakes, the importance of intellectual humility, and why sticking to simple, understandable businesses can lead to long-term success.

Whether you're a seasoned investor or just getting started, this episode is a valuable reminder: if you don't get it, don't invest in it.

Support the show

  continue reading

66 episodes

Artwork
iconShare
 
Manage episode 507207042 series 3553803
Content provided by David Coombs. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Coombs or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Intelligent Investment Today, David Coombs dives into a foundational principle of value investing: staying within your circle of competence. Inspiured by the teaching of of Benjamin Graham and the wisdom of Warren Buffett, we explore why it's essential to only invest in businesses you truel understand -and the dangers of pretending you don when you don't.

From financial institutions to AI firms, David walks through real-world examples of businesses that may lie beyond the average investor's grasp, and why that's perfectly okay. He shares insights on how to avoid costly mistakes, the importance of intellectual humility, and why sticking to simple, understandable businesses can lead to long-term success.

Whether you're a seasoned investor or just getting started, this episode is a valuable reminder: if you don't get it, don't invest in it.

Support the show

  continue reading

66 episodes

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