Intelligent Investment Today

Intelligent Investment Today

iitpodcast.bsky.social

New podcast episodes every Tuesday! 🙌 Smart investing made simple. 🎧 Explore the timeless wisdom of Graham & Buffett with Intelligent Investment Today. Available now on Apple & Spotify.

👤 Joined on 11 November 2025

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  • 11 Kas 2025, 22:41
    🎉 Bluesky'e katıldı - İlk kullanıcı adı: @iitpodcast.bsky.social

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Great post.

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Running a weekly scorecard taught me the same thing. Most weeks the honest update is that nothing about the businesses changed, only the prices. Those are the hardest weeks to write about, and probably the most useful.

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Graham's approach is basically just a hedge against human nature. Still the most defensible way to play it.

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"The investor concentration on technology is unprecedented, says Jim Bianco of the US company Bianco Research, which found that 41 AI-related stocks now account for nearly half the S&P 500’s market value.", ohne dass da irgendetwas profitabel ist, what could possibly go wrong?

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K
16 June 2026 07:49

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