Invested: The Rule #1 Investing Podcast

In their final show on the investing question mark that is Netflix, Phil and Danielle use the entertainment and streaming company as a case study to help you understand how to handle investing in a company if you can’t figure out if it has an intrinsic value. While most of the companies you invest in seem to be clear-cut, there could be some outliers. So how do you handle them? What are the red flags? How do you identify the moat? Tune in to this episode of InvestED to learn how to invest in riskier businesses and identify their moats, and why it’s important to buy wonderful businesses at fair prices instead of fair businesses at wonderful prices.  To learn more about what types of questions to ask and what you need to understand to invest with success, download Phil’s 4 Ms to Successful Investing Guide: https://bit.ly/3zCiorb  Resources Discussed: Netflix Part 1 Netflix Part 2 Netflix Part 3 Ben Graham’s Formula InvestED Book Rule #1 Book Topics Discussed: Valuation  Big moat businesses Margin

Continuing their discussion on the biggest investment question mark that is Netflix, Phil and Danielle dig deeper into helping you figure out complex, and seemingly impossible to invest in companies.  The Towns provide a refresh on investing basics, like what a Moat is, and how getting back to those basics can help you better understand the biggest investing questions you have, even around difficult companies to understand, like Netflix. Learn how to answer the hard questions about confusing companies like Netflix and figure out what they’re worth and what their future can look like in this episode in InvestED. To learn more about what types of questions to ask and what you need to understand to invest with success, download Phil’s 4 Ms to Successful Investing Guide: https://bit.ly/3zCiorb  Resources Discussed: Netflix 10-K Netflix Part 1 Netflix Part 2 Topics Discussed: Depreciation and amortization of content Moats and intrinsic value Rule #1 investing basics Netflix’s moat For show notes and

Continuing their discussion on the biggest investment question mark that is Netflix, Phil and Danielle dig deeper into helping you figure out complex, and seemingly impossible to invest in companies.  While Netflix may be almost impossible to understand and wrap your head around investing in, there’s still value in looking at it through the lens of basic Rule #1 investment practices that will help you learn how to avoid confirmation bias and invest logically.  Tune in to this episode of InvestED to hear what we can learn about investing from complex companies like Netflix, and people that do choose to invest in them.  To learn more about what types of questions to ask and what you need to understand to invest with success, download Phil’s 4 Ms to Successful Investing Guide: https://bit.ly/3zzKVOd  Resources Discussed: Netflix 10-K Topics Discussed: Confirmation bias Investing in companies that are “too hard” Rule #1 investing basics Understanding moats and management For show notes and more informa

After a long-awaited couple of weeks, this week on InvestED, Phil and Danielle are digging into the big investing question mark: Netflix. On the surface, the technology and entertainment company seems to be doing well, however, there’s one big elephant in the room: it doesn’t have free cash flow. This is a huge red flag in the world of Rule #1 Investing, and something that typically leads Warren Buffett and Charlie Munger to avoid investing in a company. But that doesn’t necessarily mean Netflix isn’t a good investment opportunity. Join Phil and Danielle this week as they dig into how to understand a complicated company like Netflix and how to decide if it’s the right investment for your portfolio and long-term success.  To learn more about what types of questions to ask and what you need to understand to invest with success, download Phil’s 4 M’s to Successful Investing Guide: https://bit.ly/3zzKVOd  Resources Discussed: Netflix 10-K Topics Discussed: Free Cash Flow Debt Earnings Depreciation Schedule

How do you start? Where do you start? What do you look at first? If you’ve ever asked yourself these questions when beginning your investing journey, you’re going to want to tune in to this week’s episode of InvestED. Phil and Danielle break down the questions everyone should ask themselves and dig into the laws of investing to better help you decide if you’re on the right track to creating generational wealth. To learn more about what types of questions to ask and what you need to understand to invest with success, download Phil’s 4 M’s to Successful Investing Guide: https://bit.ly/3zzKVOd  Topics Discussed: Investing for Beginners Laws of Investing Company Hooks Mutual Funds For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

In today’s episode, Danielle discussed words of wisdom on inflation shared from the letters of Warren Buffett. In the letters, you’ll learn Buffet’s warnings to other investors that we do not know what will happen with the stock market or the underlying currency, and that long-term fixed interest bonds may not continue to serve as a financial instrument and may even become obsolete.  Danielle also digs into Buffett’s points that there may not be a corporate solution to the problem of growing inflation, however, he does explain other solutions. To learn more about what type of companies to look for that can withstand inflation and this uncertain market, register for Phil’s NEW investing webinar: https://bit.ly/3GT2drc  Topics Discussed: Inflation Interest Bonds Resources: Warren Buffett’s 1979 letter Market Timing & Inflation For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Before Phil and Danielle dive into their episode on the interesting environment Netflix poses to investors – and thanks to travel and technical difficulties – this week, Danielle Town is sharing the rundown behind Netflix to share some insightful research on the company and help you better understand next week’s episode. Tune in this week to learn some background on the popular streaming platform and a reminder of the basics of what to look for in a company before investing to ensure you make the right investment for long-term financial success. To learn more about how to set yourself up for successful investments early on, download your FREE copy of Phil Town’s Ultimate Investing Guide: https://bit.ly/3lHi5mU  Topics discussed in this podcast: How to Start Investing Netflix Investor Resources Market Cap Definition What Makes Netflix Different (Their Value-Add) Resources discussed in this podcast: Netflix Investor Relation Page Netflix Annual Stockholder Meeting Webcast For show notes and more infor

How do you make a decision about a company with a future that is uncertain, like Netflix? Before diving deep into all of your questions and responses about Netflix next week, this week, InvestED revisits Danielle’s interview with Cheryl Einhorn, the creator of the Area method. The Area method is a decision-making system to solve complex problems, like the question posed above. With years of experience, knowledge, and practice on deciding whether or not to invest in a company with an uncertain future, Cheryl Einhorn shares her insights with Danielle, and you, on this week’s podcast.  To learn more about how to set yourself up for successful investments, download your FREE copy of Phil Town’s Ultimate Investing Guide: https://bit.ly/3lHi5mU  Topics discussed in this podcast: Investing uncertainty Netflix Inflation Area Method Resources discussed in this podcast: Problem Solved by Cheryl Strauss Einhorn Investing in Financial Research: A Decision Making System for Better Results by Cheryl Strauss Einhorn

Is it better to be sitting on cash during a period of inflation? How do you find a good company to invest in during an inflationary period? Should you bet against what the Federal Reserve might do?  Learn answers to these questions and more in this week’s episode of InvestED. Phil and Danielle are covering their final conversation on the takeaways from this year’s Berkshire Hathaway Annual Shareholders meeting and helping you figure out how to make intelligent investing decisions.   Tune in to learn how to stay disciplined and keep emotional investments in check during crazy times to build generational wealth in any environment! Learn more about how to successfully and safely invest your money, even in times of inflation, using Phil’s Four Ms for Successful Investing Guide. Download your copy here: https://bit.ly/3sdzw1V  Topics discussed in this podcast: Annual Berkshire Hathaway Shareholder meeting Market timing Inflation Resources discussed in this podcast: Shareholder Meeting Information Trillion

Warren Buffett and Charlie Munger’s annual Berkshire Hathaway Shareholder meeting took place on April 30th and covered a wide range of topics, including inflation. While there was no massive new idea presented at the meeting, it served as a fantastic reminder of the great financial advice Buffett and Munger have been talking about for years. This week, Phil and Danielle continue their conversation from last week recapping their takeaways and learnings from the meeting, and explaining how you can use those takeaways in order to succeed with your investments. Learn more about how to successfully and safely invest your money, even in times of inflation, using Phil’s Four Ms for Successful Investing Guide. Download your copy here: https://bit.ly/3sdzw1V  Topics discussed in this podcast: Annual Berkshire Hathaway Shareholder meeting Market timing Bonds vs the S&P 500 Inflation American Express Resources discussed in this podcast: Shareholder Meeting Information For show notes and more information visit

Warren and Charlie Munger’s annual Berkshire Hathaway Shareholder meeting took place on April 30th and covered a wide range of topics, including Bitcoin, inflation, and recognizing the real intrinsic value of companies. As lifelong learners from Buffett and Munger, Phil and Danielle recap their takeaways and learnings from this year’s meeting and explain how you can use those takeaways in order to succeed with your investments. Learn more about how to successfully and safely invest your money even in times of inflation using Phil’s Four Ms for Successful Investing Guide. Download your copy here: https://bit.ly/3sdzw1V  Topics discussed in this podcast: Annual Berkshire Hathaway Shareholder meeting How to define an investment Real intrinsic value of companies Bitcoin Resources discussed in this podcast: Shareholder Meeting Information Story of The Bank of Italy (United States) For show notes and more information visit www.investedpodcast.com  Learn more about your ad choices. Visit megaphone.fm/adchoi

Have you ever thought about if it’s really worth it to go big and invest in a company like Netflix? Would they have a strong enough moat to compete against their competitors? In this episode of InvestED, Phil and Danielle debate whether Netflix is worth investing in, considering they have a wide range of competitors.  Tune in to understand how to gather the correct information to pick the best companies to invest in and determine if you would consider investing in a large company like Netflix. To help you decide if a big company is secure enough to invest in, even in uncertain times, download a copy of Phil’s Ultimate Stock Market Crash Survival Guide here: https://bit.ly/3LF6EHk  And if you have questions for Phil and Danielle about Netflix, send them an email at questions@investedpodcast.com.  Topics discussed in this podcast: Review of inflation-proof companies Netflix’s moat Competing with other streaming options Additional resources discussed in this podcast: CNN Business List of big companies w

In this episode of InvestED, Phil and Danielle continue their discussion about purchasing power and dig through CNN’s list of inflation-proof companies to help you determine the strength of each company’s moat.  You’ll learn how to determine how and who to invest in during a period of stagflation to help you avoid debt and truly take control of your finances. Ready to start picking your recession-proof companies to invest in? Use Phil’s Ultimate Stock Market Crash Survival Guide to further help you figure out where to invest your money. Get your free guide here: https://bit.ly/3LF6EHk  Topics discussed in this podcast: Inflation proof companies Company moats Stagflation Rule of 72 Additional resources discussed in this podcast: Episode 364- Pricing Power (Part 1) CNN Business List of big companies with pricing power For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Will wages increase in 2022? How will you find companies that will raise their prices during a recession? In this episode of InvestED, Phil and Danielle discuss purchasing power, the future recession, and the changes in the value of money due to an increase in interest rates.  Discover companies that will bring value to your investing practices and are predicted to continue to raise prices. Learn from Warren Buffet’s experiences and study the same basic investing principles.  Understand how the proven Rule #1 strategy can help keep your money safe during the next market crash. Download a copy of Phil’s Ultimate Stock Market Crash Survival Guide. Get your free guide here: https://bit.ly/3O8nzDX  Topics discussed in this podcast: Inflation proof companies Wage increases Buffets buying and selling decisions  Additional resources discussed in this podcast: Episode 363- Inflation Proof Companies (Part 2) CNN Business List of big companies with pricing power For show notes and more information visit www.in

What actually causes inflation? Is it the stock market’s decline during a recession and increased interest rates? In this episode of InvestED, Phil and Danielle continue their discussion on inflation, the future recession, and investing in antifragile companies to remain afloat. Learn how you can be successful with your investments, despite a recession making it difficult to do so with companies that have a big, strong moat. Prepare even more for the upcoming recession by downloading a copy of Phil’s Ultimate Stock Market Crash Survival Guide. Get your free guide here: https://bit.ly/3LF6EHk  Topics discussed in this podcast: Economic expansion Recessions Interest rates Supply chain disruptions Additional resources discussed in this podcast: Episode 362 - Inflation Proof Companies (Part 1) Episode 361 - Investing in Uncertain Environments Buffett's Investing Strategy For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of InvestED, Phil and Danielle continue the discussion of investing in strong companies, especially during times of uncertainty. Higher prices lead investors to ask if a company's moat will crumble. However, a big moat has a durable competitive advantage and an inflation-proof company brings value to investing in an uncertain investing environment. Tune in to this episode of InvestED to understand more about the importance of value investing and take Phil and Danielle’s advice on finding safe, big moat companies.  To learn even more about where to find inflation-proof companies, download a copy of Phil’s Ultimate Stock Market Crash Survival Guide. Get your free guide here: https://bit.ly/3qvca75  Topics discussed in this podcast: Value investing Successful investing in uncertain times Inflation proof companies Pricing power Broken moats  Additional resources discussed in this podcast: Podcast 361 - Investing in Uncertain Environments Learn more about your ad choices. Visit megaphon

In this episode of InvestED, Phil and Danielle take on the topic of investing during uncertain times and markets. Despite the stock market being affected by the world's current events including the war in the Ukraine, according to Phil, an uncertain investing environment is THE WAY to invest.  Tune in to this episode of InvestED where Phil and Danielle discuss when and if you should invest in an uncertain investing environment, how to take advantage of lower prices, and how to find antifragile companies. Learn where to find antifragile companies with Phil Town’s Ultimate Stock Market Crash Survival Guide. Get your guide now: https://bit.ly/3qvca75  Topics discussed in this podcast: Investing with uncertainty Finding antifragile companies Markets responding to the war in the Ukraine Depressions & Recessions Inflation & Buying Power Additional resources discussed in this podcast: Ray Dalio Signaling 100 Year Depression Nassim Nicholas Taleb‘s Antifragile For show notes and more information visit ww

In thinking about the process of finding wonderful companies at attractive prices, it helps to think of what I call the Four Ms: meaning, management, margin of safety, and moat.    This podcast is focusing on moat.   Most people know a moat to be the water around a castle but in investing terms, a moat is the durable competitive advantage that a company has that protects it from being attacked by competitors.   A moat is what makes a company predictable and allows us to put a value on the business. Charlie Munger said that “Coca-Cola is the perfect business because it has this gigantic durable competitive advantage, or moat, which gives it predictable cash flow.”    This allows us to figure out what the future cash flow will be and value the company today, so we know whether we can buy it on sale or not.   Finding a business with a wide moat is key to finding a successful business to own, because a business with a wide moat is much more predictable for the next 20 years than a business with no moat.   The ide

This week, Phil and Danielle are taking a break from the Podcast, but wanted to share what they plan to address next. Next week's episode will focus on making important and intimidating investing decisions while taking current events into consideration. What do you do when you don’t know the future? Should you lean on the least bad of options to make your choice? Tune into the next episode of InvestED to learn more about these topics. If you’re looking for more investing resources until the next episode of InvestED, download your FREE copy of the 4 M’s of Successful Investing to learn how to invest with certainty: https://bit.ly/3MrOtpE  Topics discussed in this podcast: The changing market given current events with Russia and Ukraine More on Charlie Munger: decision making by picking the least bad option Additional resources discussed in this podcast:  Charlie Munger’s Video with Yahoo Finance For show notes and more information visit www.investedpodcast.com  Learn more about your ad choices. Visit m

In this episode of InvestED, Phil and Danielle dive into a discussion referencing Investing Guru, Charlie Munger and his Annual Meeting with The Daily Journal.  The topic of this meeting is contradicting investing and whether it is ethical to invest in countries who have different strategies than those of the US.  Tune in to this episode of InvestED where Phil and Danielle debate on Morals vs Money. Is it okay to invest in a company whose morals are different from your own? Learn how to build a successful financial future for yourself with Phil Town’s FREE 12-Month Financial Planner. Download your copy now: https://bit.ly/3Gfa1l5  Topics discussed in this podcast: Investing in Cryptocurrency  Investing in other countries Investing Ethics Contradicting Investing Additional resources discussed in this podcast: Charlie Munger’s Video with Yahoo Finance For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices