Would the father of value investing ever buy Bitcoin?

In this episode of Intelligent Investment Today, we explore how the principles of legendary investor Benjamin Graham might apply to the modern world of cryptocurrency.

Long before digital assets existed, Graham established the foundations of value investing, teaching investors to focus on intrinsic value, thorough analysis, and the famous concept of the margin of safety. But how would those ideas hold up when applied to assets like Bitcoin and other digital currencies?

Using Graham’s famous definition of an investment from The Intelligent Investor, we examine three key questions:

• Can cryptocurrency be analysed in the same way as traditional investments?
• Does crypto possess measurable intrinsic value?
• Can investors realistically expect safety of principal and an adequate return?

Along the way, we explore Graham’s distinction between investment and speculation, his famous Mr Market analogy, and why disciplined investors focus on protecting capital above all else.

Whether you’re a long-term value investor, curious about Bitcoin, or simply trying to understand the difference between investing and speculation, this episode offers a timeless perspective on one of the most debated assets in modern finance.

🎧 In this episode you’ll learn:

• The three criteria that define a true investment
• Why intrinsic value matters in financial markets
• How cryptocurrencies compare with traditional assets
• What value investors can learn from Graham’s philosophy today

Subscribe to Intelligent Investment Today for more discussions on value investing, financial history, and the principles that guide disciplined investors through uncertain markets.

Support the show

Benjamin Graham is widely known as the father of value investing and the mentor to Warren Buffett. Most investors associate Graham with undervalued stocks, intrinsic value, and the famous concept of the margin of safety.

But Graham believed intelligent investing involved much more than stock selection.

In this episode of Intelligent Investment Today, we explore Benjamin Graham’s views on bonds — a crucial but often overlooked component of a well-balanced portfolio.

We discuss:

• What bonds actually are and how they work
• Why Benjamin Graham believed bonds provided stability and protection
• The key advantages and disadvantages of bonds compared with stocks
• Graham’s famous asset allocation rule — the 25% to 75% portfolio balance
• Why bonds can help investors remain disciplined during market downturns

Drawing on the principles outlined in The Intelligent Investor by Benjamin Graham, this episode explains why bonds were never just an afterthought in Graham’s philosophy — they were a cornerstone of intelligent investing.

If you want to build a portfolio designed not only for growth but also resilience, this episode will help you understand why Graham believed balance between stocks and bonds is essential.

Support the show

Geopolitical tensions can shake financial markets within hours. Headlines intensify, oil prices surge, and investors often react emotionally.

But how should disciplined investors respond?

In this episode of Intelligent Investment Today, we explore how the timeless principles of value investing — first articulated by the legendary investor and teacher Benjamin Graham — can help investors remain rational during periods of geopolitical uncertainty.

Using the current tensions in the Middle East as context, we discuss why markets often overreact to crises, how volatility differs from true investment risk, and why patient investors may find opportunity when fear spreads through the market.

From Graham’s famous metaphor of Mr Market to the powerful concept of the margin of safety, this episode examines the behavioural lessons that help long-term investors stay disciplined when the market becomes emotional.

Because while crises may change, investor psychology rarely does.

If you want to think more clearly when markets become volatile, this episode is for you.

Support the show