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InvestED: The Rule #1 Investing Podcast
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InvestED: The Rule #1 Investing Podcast

Author: Phil Town & Danielle Town

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Phil Town is a hedge fund manager and author of 3 New York Times best-selling investment books, Invested, Rule #1, and Payback Time. On the InvestED podcast, Phil and his daughter Danielle shine a light on the successful investing strategies that gurus like Warren Buffett have used for 80 years. Listen in for a great stock market education on basics, learn how to invest on your own, and follow along with real-time examples and investing tips from week to week. Subscribe and leave a review. Questions? Email questions@investedpodcast.com.
274 Episodes
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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
260- What to do Now

260- What to do Now

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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
In this week's episode of InvestED, Phil and Danielle return to their recent conversation on checklists and their acronym, RULES. Their conversation focuses on the discussion of the "U" letter, Understand. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
This week on the InvestED podcast, Phil and Danielle continue their discussion on checklists revealing the next six points on their list you should know about a company before investing. For show notes and more information visit www.investedpodcast.com.  Learn more about your ad choices. Visit megaphone.fm/adchoices
Last week the market dropped about 10%. With lots of discussion around the market right now due to these historically low numbers, Phil and Danielle open up their own conversation on the matter. 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 continue their discussion on checklists diving into the letter “U” of the “RULES” acronym representing thoroughly understanding a business before investing. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Comments (30)

Joe Ramirez

Ok you guys put me on an emotional roller coaster this entire podcast!!! LOL , I've been thinking a lot about airlines as well but now I have no idea hahaha

Apr 15th
Reply

Alex Johnson

Great episode! I appreciate Danielle's willingness to challenge and refine ideas, but it got to be a bit distracting with how much she sidetracked the conversation. Awesome talk, though.

Mar 26th
Reply

Daniel Payne

llll5

Nov 20th
Reply (1)

Matthew W. D'Ambrosi

Great episode. Most of us (the average person) have money locked into our 401Ks. The majority of these options are indexes or the like that you speak of in this episode. What would you suggest we do in terms of our "practice" in the way you teach? The average investor or new investor does not yet have the available capital sitting on the sidelines readily yet to deploy. Thank you! We listeners greatly appreciate you!

Oct 3rd
Reply

Samy

I started to like index funds this year and have invested in many ETFs through M1 Finance. But now I am back to square one with my retirement. Index funds aren't safe,then do we trust the fund managers of Mutual funds to do the right thing?

Sep 30th
Reply (1)

Tom MacDonald

Phil got it mixed up. two dice rolling 10 is much higher probability not lower than 6s or 7s. As a matter of fact the lower the number you are trying to roll the more improbable it becomes. There are five ways to roll a 10 there is only one way to roll snake eyes. the probability drops from 10 to 1

Sep 3rd
Reply (1)

Tom MacDonald

me too!

Aug 29th
Reply

Todd Watts

I really liked this episode. Informative, in a relaxed and not rushed manner. Looking forward to the next episode.

Jul 22nd
Reply (1)

Luis Paz

If I were a sentimental guy, this episode would have me in tears. This is exactly how I feel! Uncle Phil, and trying to get into this amazing family.! 😭

Apr 17th
Reply

Neil Martin

lmao, Phil can you please share a time when bond funds fell 50%? Interest rates quadrupled between 1963-1982 and bond funds never came close to growth losses of 50%. Long term, bond funds like PIMIX are good investments especially as people approach retirement age. For younger investors, not as much. Also, index funds of major indices average 10% yoy going back 50 years. With compounding, that is a decent return for those not wanting to take the time to power through income statements or risk investing in individual stocks. I know you need to sell books but c'mon.

Apr 5th
Reply

Work Phone

love it!!

Apr 5th
Reply

George Scutaru

she interrupts soooooooo much...

Apr 2nd
Reply (1)

William Watson

I really enjoy listening to your podcast!...the father- daughter dynamic really appeals to me!!

Mar 6th
Reply

Ariel Lee

Love this podcast and your books (Phils' and Danielle's). Your investing style really resonates with my personal values/philosophy and your fathwr/daughter exchanges are hilarious and helpful!

Jan 3rd
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Benjamin Westerfield

fantastic job!! love the book and pod cast.

Dec 31st
Reply

AMama Lala

In regards to the part about "Window dressing" social conscienceness for a hundred companies makes me question the validity of Swell's Impact 400 index. are we saying that its NOT possible to get 400 companies that are making a positive impact?

Sep 19th
Reply

AMama Lala

signed up. Thank you for sharing!

Aug 16th
Reply

Wes Mrowka

should new investors in training just hold cash while we get our feet wet, or put our money in a s and p index to at least earn 6-7% while we prepare?

Jul 27th
Reply

Stella Yang

why the toolbox is not free anymore? and a hefty $20/month??

Jun 6th
Reply

mustapha belyamani

Thanks

May 3rd
Reply
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