Invested: The Rule #1 Investing Podcast

In the researching phase of investing, it’s important to understand who the major players are and who else owns shares of the companies on your watchlist. However, insider disclosure rules are changing and will change the way this information is presented to the public. In today’s episode of InvestED, Phil and Danielle discuss factors that indicate large investors stepping in to purchase stocks, and the reasons why small investors have an advantage. For show notes and more information, visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Management is one of the key factors to consider when looking for companies to purchase, and that involves analyzing the CEO’s compensation. You must understand how management gets compensated, and know that they are getting paid for building a better company—not for having a better stock price. This week on InvestED, Phil and Danielle discuss why it’s important for CEOs to get compensated for having low debt, high free cash flow, high owner earnings, and expanding the moat to protect against competition.  For show notes and more information, visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bill Ackman’s checklist is straightforward and reflects the basic principles of Rule #1 investing. But sometimes a company’s story has changed, so you must research further to determine if you need to hedge, or even exit a position. This week on InvestED, Phil and Danielle discuss Ackman’s checklist more in-depth, and explain why keeping things simple is ultimately the best route to go in an investing situation. For show notes and more information, visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bill Ackman is a successful investor who we can learn from. Although his checklist slightly differs from the traditional value investing checklist, it still aligns with the principles of Rule #1 investing. He believes that an excellent company is simple and predictable, has a dominant market position, and a limited exposure to intrinsic risk. This week on InvestED, Phil discusses Ackman’s list in-depth, and explains why he has adopted this style of investing himself. For show notes and more information, visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Analyzing management of a company can be mostly subjective, so you must strongly consider the objective numbers—numbers that clue us in to the ability of management to allocate capital properly. This week on InvestED, Phil and Danielle discuss key elements of a quality business, including low debt, high return on invested capital, high free cash flow, and how you can use them to predict a company’s future. Learn more about your ad choices. Visit megaphone.fm/adchoices

For most investors, options are very risky and cause them to lose money. If you do trade options, remember to think long-term. Don’t panic when your options settle during weekends when the market is closed. This week on InvestED, Phil and Danielle discuss a tragic event that happened to an investor recently, and explain why if you don’t understand options, you should not trade them. For show notes and more information, visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Management is one of the key factors to consider when looking for companies to purchase, but you must analyze more than just the CEO. Excellent management also includes high owner earnings, a growth mindset, and a business that requires less maintenance. This week on InvestED, Phil and Danielle discuss ways Rulers can use these concepts and principles to determine great CEOs of companies so you never have to lose money on your investments. For show notes and more information, visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

When researching stocks to purchase, it's critical to consider the management of the companies on your watchlist. Not only are you looking for a great leader and someone who lives and breathes their company, but you’re looking for someone who is careful with allocating capital. This week on InvestED, Phil and Danielle dive deeper into ways Rulers can determine an excellent stock to purchase by examining CEOs and the way they navigate their finances.   Learn more about your ad choices. Visit megaphone.fm/adchoices

In times of uncertainty in the stock market, many people lead with their emotions and make irrational investment decisions. But this doesn’t have to be the case. Bring it back to the basics, and always consider the Four Ms before purchasing any company on your watchlist: Moat, Meaning, Management, and Margin of Safety. This week on InvestED, Phil and Danielle discuss this checklist, and dive deeper into ways that Rule #1 investors can find a level of certainty and confidence in their decisions—even in an unpredictable stock market. Learn more about your ad choices. Visit megaphone.fm/adchoices

Investing doesn’t involve gambling or speculation, but it’s how most people approach it. When you're ready to start investing, you must invest with certainty—and you can do so by considering the four Ms. This week on InvestED, Phil and Danielle continue to analyze Peloton, and whether its margin of safety aligns with the basic principles of value investing. Learn more about your ad choices. Visit megaphone.fm/adchoices

We can’t deny that Peloton is a hot new company that stands out against its competitors, but does that mean it is a good company to invest in? Remember—a great business does not always equal a great investment, and you must consider the 4 M’s when determining the value of a company. This week on InvestED, Phil and Danielle analyze Peloton from an investing standpoint, and whether or not the company aligns with the Rule #1 strategy. Learn more about your ad choices. Visit megaphone.fm/adchoices

There’s a lot of discussion these days concerning this unpredictable stock market during the COVID-19 pandemic. Should investors be buying? Should we be sitting patiently? What we do know for sure is that we must preserve our emotions, think logically, and let the bear market unfold. This week on InvestED, Phil and Danielle discuss their take on the different positions some of the best investors in the world are taking, and how we can learn from their decisions. Learn more about your ad choices. Visit megaphone.fm/adchoices

So often, we get stuck in a cycle of reaction rather than finding the source of problems that we are faced with. This week on InvestED, Danielle speaks to New York Times bestselling author Dan Heath about his new book “Upstream: How to Solve Problems Before They Happen.” Heath discusses this concept of “upstream problem solving”, and how it relates to investors and companies during this COVID-19 induced recession.  Learn more about your ad choices. Visit megaphone.fm/adchoices

The Berkshire Hathaway Annual Shareholders Meeting took place on Saturday, May 2, and investors around the world tuned in virtually. The way Warren Buffett was speaking in this meeting was vastly different compared to previous years. What is this implying for investors and the economy? Listen to the podcast today to find out what Warren Buffett thinks about the current stock market climate and how investors should prepare themselves for what’s to come next. Learn more about your ad choices. Visit megaphone.fm/adchoices

The impact COVID-19 has had on service companies around the world is enormous. With consumerism being approximately 70% of the US GDP, nothing is being sold at the level it was except groceries and Amazon products. If you don’t know what to do right now, you might want to seriously consider going into cash and learning to become an investor. Learn more about your ad choices. Visit megaphone.fm/adchoices

At this moment, many investors have frozen to wait and see what happens next. The safest thing to do right now is watch and research. Which companies are anti-fragile and look to be in good shape? Listen to the podcast today to find out. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

It recently became public knowledge that Warren Buffett sold a bunch of shares of these airlines. Why would Buffett sell? For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on InvestED, Phil and Danielle speak to how important it is right now that we are learning to invest like the best investors in the world. As we look into the fog of the future, we can see many variables impact investing. Learn what you need to know and what you should be doing right now as an investor by listening to the podcast today! For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on InvestED, Phil and Danielle are joined by podcast guest, Jim McKelvey the co-founder of mobile payment company, Square to talk about investing and how innovation impacts a company’s success. What does it take for a start-up to turn into a successful business? Listen to the podcast today to find out. For show notes and more information visit www.investedpodcast.com. Interested in getting your own copy of The Innovation Stack? Order it here https://www.jimmckelvey.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week’s episode of InvestED, Phil and Danielle discuss the market crash and agree that we are in fact seeing an “event” take place due to COVID-19. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices