Invested: The Rule #1 Investing Podcast

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

In the last episode of InvestED, Phil and Danielle discussed lessons we can learn from Peloton’s ups and downs as investors.  Continuing on that conversation, Phil and Danielle dive deeper into researching Peloton to determine the success of the company in the stock market by calculating the strength of its moat.  Tune in to this episode of InvestED for their final thoughts on how to interpret whether a company is worth investing in, given the state of the stock market, current assets and liabilities, long-term debt, and operating cash flow of the company. Learn how to invest with certainty in the right business at the right price by understanding a company’s moat. Download your FREE copy of the 4 Ms of Successful Investing: https://bit.ly/3gwwWxY  Topics discussed in this podcast: Peloton’s moat What to research in a company before investing How companies rebound after stock dips The 4 Ms of Successful Investing Additional resources discussed in this podcast: InvestED Episode 355: Investing Lessons

Over the last couple of weeks, Phil and Danielle have discussed how to invest for success despite fluctuations that may arise.  In this episode of InvestED, they use the example of Peloton’s stock history to highlight why the Rule #1 method of Investing is the best tool you can use to find long-term success, despite fluctuations.  From understanding what a moat is, and identifying Peloton’s Moat, to having a good idea of a company’s financial and management situation prior to investing, tune in to this episode of InvestED to learn how to assess if a company is right for you and your long-term investing strategy, despite any uncertainty that may arise. Learn how to invest with certainty in the right business at the right price despite market fluctuations. Download your FREE copy of the 4 Ms of Successful Investing: https://bit.ly/3gwwWxY  Topics discussed in this podcast: How to Understand Market and Inflation Fluctuations 4 Ms of Successful Investing Moats Additional resources discussed in this podc

Following their discussion about the Federal Reserve from the last episode of InvestED, this week, Phil and Danielle Town dig deeper into inflation. From discussing how the Federal Reserve used to calculate inflation, to understanding all of the nuances to the way it’s calculated now, tune in to this episode of the InvestED Podcast to gain a better understanding of what the current inflation rate is and what it means for the world economy. To stay prepared for any changes in inflation or to the market as a whole, claim your FREE copy of the Rule #1 12-Month Planner: https://bit.ly/3Gfa1l5  Topics discussed in this podcast: Inflation The future of the economy & markets Supply & labor bottlenecks Wage increase Substitution Additional resources discussed in this podcast: Federal Reserve Economic Data (FRED) FRED M1 Chart Shadowstats For show notes and more information visit www.investedpodcast.com  Learn more about your ad choices. Visit megaphone.fm/adchoices

A few episodes ago, Phil and Danielle talked about the future of the market – how it’s changing, where it’s going, and what would happen if interest rates go up.  Continuing on that conversation, tune in to this episode of InvestED where Phil and Danielle dig into what would happen if the Federal Reserve raises interest rates and how much they could raise them without crushing the economy. And, don’t miss as they start discussing changes in inflation. To stay prepared for any changes in inflation or to the market as a whole, claim your FREE copy of the Rule #1 12-Month Planner: https://bit.ly/31ImPCl  Topics discussed in this podcast: Inflation The future of the economy & markets Supply & labor bottlenecks Wage increase Substitution Additional resources discussed in this podcast: Federal Reserve Economic Data (FRED) FRED M1 Chart Shadowstats For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

The Rule #1 Investing method is a lot of research and waiting for the right time. But when is the right time? Is it okay to compromise somewhere throughout your journey?  This week on InvestED, Phil and Danielle discuss using the “margin of safety” when looking to buy their stocks. Truth is, while the Rule #1 Investing Method will put you on the right track, there’s still so much opportunity to be flexible depending on your own situation and values. Tune in to learn how to define your margin of safety to help you avoid investing mistakes – whether it be ignoring your margin of safety, or staying too far within the lines of it. To help keep yourself on track for success as you navigate your financial future, download the FREE 12 Month Planner that will help you organize your priorities and promises to set yourself up for financial gain in 2022: https://bit.ly/31ImPCl  Topics discussed in this podcast: How to tell if you’ve made a mistake Defining your own investing rules Difference between founder-led a

Is there a change coming to the market?  Whether you believe there is or not, knowing when and how to invest can be a confusing and overwhelming process for some. But there’s one way to feel certain and confident about your investment decisions: Investing the Rule #1 Way. Join Phil and Danielle Town as they dive into the history of the market, what to expect of it in the future, and why value investing will allow you to feel confident and stable with your investments during market fluctuations.  To put yourself on the track to financial success, download the FREE 12 Month Planner that will help you organize your priorities and promises to set yourself up for financial gain in 2022: https://bit.ly/31ImPCl  Topics discussed in this podcast: Value Investing Emotional Investing When to Buy & Sell History of the Stock Market Control Company for Investors Additional resources discussed in this podcast: Biggest Investing Mistakes with Jeremy Deal How Investing Works For show notes and more information

It may not be fast or flashy, but the Rule #1 way of investing that Phil and Danielle have been following for more than 7 years works for a reason: those who follow the Rule #1 way actually understand the strategy of how to invest instead of gambling on getting lucky. While there are many ways to successfully invest, Phil and Danielle run through the positives and negatives of each in this first podcast episode of 2022. Tune in as they also walk through the history of the market, how it can help you understand what’s going on in the market today, and how you can use that knowledge to understand how to invest your money for the best. To learn more about how to successfully invest your money in the new year and beyond, download a copy of Phil’s Complete Guide to Investing for FREE here: https://bit.ly/3mVqxQs  Topics discussed in this podcast: Interest Rates Buffett Investing Long Term Investing Bond Investing Additional resources discussed in this podcast: Shiller PE Ratio Net-Net strategy For sh

This year has been quite the rollercoaster for many of us. We’ve all been through a lot and we continue to face the constant changes that life throws at us.  But, when you put in the effort to find that one thing in your life that allows you to transcend and pull back from what is truly happening in the world, you’ll be able to find yourself at peace. This week, Phil and Danielle Town take a look back on 2021 and reflect on everything that has happened. They discuss how to be your best self by practicing a form of meditation that’s best for you and allows you to clear your mind and go beyond your abilities.  To start off the New Year with a plan to succeed and be your best self, register for Phil’s Transformational Investing Webinar where you can learn how to invest as a beginner. Sign up here: https://bit.ly/3sDcmTJ  Topics discussed in this podcast: A look back at 2021 Life’s constant changes Learning how to transcend Using meditations Beginning your investing journey   For show notes and more inform

Last week, Phil and Danielle talked about one of the two extremes of Warren Buffett’s Investing strategies: Net-Nets. This week, the investing duo discusses the other extreme: Options.  As the market started booming again post World War II, Buffett found the Net-Net strategy to be extremely difficult, so he transitioned to trading options – a riskier, but higher return strategy. Tune in as Phil and Danielle explain everything you need to know about options trading, why it should not be considered as investing, and what is in between both of Buffett’s two investing extremes. To learn more about how to successfully invest as a beginner, download a copy of Phil’s Complete Guide to Investing for FREE here: https://bit.ly/3oSjWaK  Topics discussed in this podcast: The Net-Net Investment Strategy & History Options Trading Investing Extremes Put Option Call Option Meme Stocks Additional resources discussed in this podcast: The Net-Net Strategy Explained The Complete Guide to Investing for Beginners  

There are two extremes of Warren Buffett’s Investing Strategies, and one of those extremes is Net-Nets. The Net-Net Strategy was actually developed by economist Benjamin Graham, who Buffett studied under after graduating from Columbia. The Net-Net strategy is generally seen as an extremely conservative investment strategy, and after following it throughout the great depression, Benjamin Graham saw extreme success. Join Phil and Danielle as they dive deeper and explain the history of Net-Nets, how and why to use them today, and briefly touch on the other extreme of Buffett’s investing strategies. To learn more about how to successfully invest as a beginner, download a copy of Phil’s Complete Guide to Investing for FREE here: https://bit.ly/3oSjWaK  Topics discussed in this podcast: The Net-Net Investment Strategy & History Stock Options Investing Extremes Additional resources discussed in this podcast: Investing Checklist Logistics - Part 1 Investing Checklist Logistics - Part 2 Net-Net Definition

After walking through the first few steps of the Investing Checklist -- Munger’s 4 Principles, Ackman’s 8 Point Checklist, basic valuation, and research -- what comes next? A good place to start is by choosing a company or industry that’s relatively easy for you to understand and practice digging deeper in research using the checklist...even if you don’t end up investing in that company. Join Phil and Danielle as they continue their conversation about the Investing Checklist Logistics to dig even deeper and help you better understand the companies you’re interested in and the best process you should follow to see success when it comes time for you to invest. To see the must-have investing checklist Phil and Danielle use, download your own copy for FREE here: https://bit.ly/3Inmmpv  Topics discussed in this podcast: Investing Checklist The Role of Competition Investing Research Investing Resources Additional resources discussed in this podcast: Investing Checklist Logistics - Part 1 Peter Thiel’s “C

Sometimes the best thing you can do when it comes to investing successfully is nothing...at least until you know you’re 100% right about where you’re about to put your money.  This week on InvestED, Phil and Danielle discuss the critical step to take after you’ve made it through the Investing Pyramid and before diving deeper into the investing checklist: Having Patience & Staying Simple. It’s no secret how effective the Rule #1 Investing Strategy is, and it’s because Rule #1 Investors do two things: They keep things simple and invest in what they know and believe They’re patient and wait for the best time to buy To learn how to pick the right stocks for your portfolio and help you keep things simple, download the 5-Step Checklist for How to Pick the Best Stocks for FREE here: https://bit.ly/3riDBSW  Topics discussed in this podcast: Investing with Patience Investing Checklist How to Invest When to Invest Best Time to Invest Additional resources discussed in this podcast: Charlie Munger’s 4 Princip

So you’ve made it through the first two steps of the investing pyramid and are now wondering what comes next? In this episode, Phil and Danielle walk through the first few steps of the Investing Checklist, explaining the importance of basic valuation, company research, and how your decision to include a company in your portfolio should be an iterative process. You’ll also learn about helpful resources Phil, Danielle, and Rule #1 Workshop attendees use to see success, which are also linked below. To dive deeper into the checklist, download your own copy of the must-have investing checklist for FREE here: https://bit.ly/303Fs2U  Topics discussed in this podcast: Investing Checklist Company Valuation Investing Research Helpful investing tools Case Studies/Historical Examples of Companies that Have Passed the Investing Checklist Steps Additional resources discussed in this podcast: Warren Buffet Partnership Letters Warren Buffet Berkshire Letters Bill Ackman’s 8 Point Checklist Rule #1 Investing Checkl

When it comes to finding the right investments for your portfolio, there are a few steps you should take in order to make sure you’re making the best decision. These steps include understanding the business you’re interested in adding to your portfolio, finding a rational, trusted partner to bounce ideas off of, and completing each level of the 3-step investing research pyramid. This week, Phil and Danielle Town break down all points of research you should consider and explain the 3-step investing research pyramid, which includes Charlie Munger’s 4-Step Investing Checklist, Bill Ackman’s 8 Principles to Successful Investing, and the Rule #1 Investing Checklist. To help you complete your investing research pyramid in the most effective way possible, download the must-have investing checklist for FREE here: https://bit.ly/303Fs2U  Topics discussed in this podcast: Investing Research Investing Checklist Charlie Munger Bill Ackman How to invest Investing for Beginners The First Step to Successful Investing

When it comes to investing you should never go faster or do more than what you’re ready for. If you do, you’re going to crash. Phil and Danielle discuss the importance of taking small steps and being patient with your comfort in investing in order to see success. Taking your ego and hubris out of your investing process is going to be critical to success. While you may be excited and sometimes feel like you’re ready to take a big step when it comes to your portfolio, always be sure to take a step back and re-assess if you’re actually ready to take that step.  To help you take that critical step back and fully understand where you’re putting your money, use Phil’s must-have investing checklist to guide you to success. Download it here:https://bit.ly/303Fs2U  Topics discussed in this podcast: How to Invest Safely Investing Mistakes When to Invest Investing Preparedness Value Investing For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/ad

Debt matters. So how do you find the value of a company you want to invest in if they’re carrying around debt? Stemming from a conversation about the role of debt in Liberty Media Corporation’s purchase of Formula One Racing from last week’s episode, Phil and Danielle dive deep into a conversation about how to use the 10 cap formula to accurately find the true valuation of the company you’re investing in, even when they’re carrying around debt, to ensure you’re making the right investment decision. Phil and Danielle also discuss the level of unpredictability of investing you should almost always expect, using the history and future of Tesla as an example. Discover the 5 long-term advantages you should look for in your business investments in Phil’s free guide. Download it here: https://bit.ly/3nMiyEQ  Topics discussed in this podcast: Value Investing How to factor debt into investment opportunities The 3 Fs of Shorting Unpredictability in Investing Resources discussed in this podcast: InvestED by D

So you invested in a business...but do you know who ACTUALLY owns that business? Do you know what the management is like and how that can drastically affect the success of your investment? For sports fans — especially racing fans — Formula One Racing (owned by Liberty Media Corporation) seems like an attractive stock to add to your portfolio, as it’s one of the few opportunities to invest in sports. As Phil returns from the United States Grand Prix, he and Danielle reflect on the sport growing in popularity and discuss when to give stock, like Formula 1, the green light to drive into your portfolio. Phil and Danielle dive deep into the first step of the investing checklist to explain what the history of Formula One can teach you about investing and the importance of understanding the business behind your investment...before you actually buy. Download the easy-to-use checklist discussed in the episode and learn how to find the best companies for your portfolio: https://bit.ly/3mivmDe  Topics discussed in

Buying stocks is not something that should be taken lightly. Selecting which companies to buy can make or break you as an investor. Before you buy shares in a company, it is essential to thoroughly investigate that company’s mission, management, goals, outlook, and fundamentals. Think of it this way: you would never buy 100% of a company without thorough due diligence, and, likewise, you shouldn’t buy a small percentage of a company without doing the same. You can do your due diligence by using an investing checklist, so you can reduce your risk and maximize your profits over time. In this podcast, Phil and Danielle discuss investing using a checklist, and how it oftentimes relates to experiences in the real world.  Download my easy-to-use checklist and learn how to apply the Four Ms of investing: https://bit.ly/305Cr1p Topics discussed in this podcast: Investing metaphors Real-life investing scenarios How to pick stocks The Four Ms of investing Company valuations Understanding companies  Learn

Rule #1 has been the basis of excellent investing for the last 80 years by successful investors like Warren Buffett, and it will be the basis of excellent investing 80 years from now.  First, understand that Rule # 1 literally is “Don’t Lose Money,” but what it means in practical terms is to invest with certainty.  Certainty comes from this: buying a wonderful business at an attractive price. The word “wonderful” actually encompasses three out of four elements in the Four Ms. This is a part of the must-have checklist before purchasing any stock. In this podcast, Phil and Danielle discuss why sticking to this checklist is critical for never losing money in investing.  Learn more about the Four Ms with this guide: https://bit.ly/305Cr1p Topics discussed in this podcast: How to pick stocks The Four Ms of investing Company valuations Understanding companies  Recessions Market fluctuations   Learn more about your ad choices. Visit megaphone.fm/adchoices