Invested: The Rule #1 Podcast

By Phil Town & Danielle Town | Revolt against Wall Street, invest on your own, live rich like Warren Buffett, Munger, and Pabrai. A take on investing different than, NPR Planet Money, Dave Ramsey, Suze Orman, Jim Cramer & Rule Breaker Investing

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Description

Phil Town is a hedge fund manager and author of 2 New York Times best-selling investment books, 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.

Episode Date
166- Technical Indicators: Stochastic Indicator
00:19:18
For show notes and more information visit www.investedpodcast.com This week I joyously conclude my discussion of Technical Indicators. Danielle seems to find a way to get me to admit the pros of Technical Indicators, and I will let you in on why those pros aren’t enough for a Value Investor. We’ll be wrapping up with a discussion on the Stochastic indicator, and can’t wait to start new next week.
Jun 12, 2018
165- ETFs, Technical Indicators & MACD
00:29:23
This week we’ll talk Nobel Prize winners, ETFs, and Danielle attempts to direct me toward finishing our discussion on technical indicators. In this episode, we will focus on the technical indicators, the MACD and Stochastic, and tell you a little bit about what type of investors use which indicators.
Jun 05, 2018
164 - Charlie Munger’s 3 Ways to Build a Great Portfolio
00:39:08
For show notes and more information visit www.investedpodcast.com This week Phil shares a few of Charlie Munger’s lesser known secrets on how to build a great investment portfolio. Join us as we dive in on gurus, cannibal companies, and valuable spin-offs that can take your returns to the next level.
May 29, 2018
163 - Technical Indicators: The Death Cross & Moving Average
00:33:13
For show notes and more information visit www.investedpodcast.com It may have taken us a few weeks to get there, but Danielle is persistently reminding me to discuss technical indicators. This week tune in as we go over the moving average and what it means, next week we will cover 2 more indicators that may be useful.
May 22, 2018
162- Special Guest: Laura Rittenhouse on How to Identify Great Management from Shareholder Letters
00:54:17
For show notes and more information visit www.investedpodcast.com Join us as we have the pleasure of sitting down with author and Queen of Candor, Laura Rittenhouse. We are coming to you live after the Berkshire Hathaway Annual Meeting to talk about how to separate the average management from the great when reading annual shareholder letters.
May 08, 2018
161 - Why You Should Be Tuning in to Quarterly Earning Calls
00:36:19
For show notes and more information visit www.investedpodcast.com We are coming to you this week to discuss the wonders of Chipotle and why it is so important to be present during quarterly earnings calls for the companies you own. We are also announcing some exciting meet & greet opportunities coming up this weekend!
May 01, 2018
160 - Intrinsic Value: Let’s Talk About Tesla
00:43:11
For show notes and more information visit www.investedpodcast.com We are back and better than ever coming to you to discuss different types of trading, finishing up our discussion on intrinsic value, and a little about what’s happening in the market including Tesla.
Apr 24, 2018
159- When To Exit the Market: Intrinsic Value
00:49:51
For show notes and more information visit www.investedpodcast.com This week we continue our talk about when to sell and when to get out of the market. Today you’ll learn how to ensure that when the stock market corrects, you have enough value to be able to invest and capitalize on the situation.
Apr 17, 2018
158- Stock Market Indicators: Can You Time The Market? (Part 1.5)
00:37:30
For show notes and more information visit www.investedpodcast.com This week we continue our discussion about timing in the marketplace, how Warren Buffett strategizes his long-term and short-term investments, and how to determine intrinsic value when buying and selling.
Apr 10, 2018
157- Stock Market Indicators: Can You Time The Market? (Part 1)
00:30:42
For show notes and more information visit www.investedpodcast.com Normally on the podcast, we talk about how Warren Buffett, Charlie Munger and the best investors in the world invest….except for today. In this episode, we’re going talk about how we can take advantage of the fact that we’re nimble investors and dive into some stock market indicators that let us know when it might be time to get out of the market.
Apr 03, 2018
156- How to Read Key Market Indicators + Live Q&A
00:46:20
For show notes and more information visit www.investedpodcast.com Danielle and I are coming to you live from New York in the HarperCollins studio for the last time today and we are discussing the current market. Tune in as we review the key market indicators both Phil and Danielle use to make their investing decisions.
Mar 28, 2018
155- Our New Book: Invested - Out Now!
00:32:06
For show notes and more information visit www.investedpodcast.com Join us live from the HarperCollins studio in NYC as we celebrate the release of our new book today and share some of the highlights from the day.
Mar 27, 2018
154- Facebook Drop, Blue Apron Evaluation & Our New Book, Invested!
00:47:46
For show notes and more information visit www.investedpodcast.com This week we briefly go over this morning’s Facebook drop in the market, before we dive right into Blue Apron’s evaluation. You won’t want to miss this episode if you want a step by step guide for looking into a company of interest.
Mar 20, 2018
153- All About Stitch Fix & Researching Companies You Love
00:54:33
For show notes and more information visit www.investedpodcast.com Much to Danielle’s surprise, I have been using and enjoying a personal styling service called Stitch Fix. It was time to take a closer look to see if this company can stand the test of time. Tune in as Danielle and I dive into researching companies that you love and how to do it.
Mar 13, 2018
152- Special Guest: Sheri Salata on Radical Self Care & Building Your Story
00:53:00
For show notes and more information visit www.investedpodcast.com This week we have a special guest, Sheri Salata, on the show to discuss radical self-care, finding happiness, and defining your own story. Sheri, Danielle, and Phil delve into integrating consciousness into everyday life to be the best version of yourself. This is the episode you all don’t want to miss.
Mar 06, 2018
151- Special Guest: Amanda Steinberg, Founder of DailyWorth
00:49:31
For show notes and more information visit www.investedpodcast.com This week we discuss current money management acquisitions and cutting-edge investing practices with Amanda Steinberg, the founder of DailyWorth.
Feb 27, 2018
150- A Checklist of Expensive Errors [Invested Giveaway Gifts]
00:43:02
For show notes and more information visit www.investedpodcast.com This is the episode you all don’t want to miss - we are announcing our Invested pre-order giveaway and prizes! We will also go over some of the most expensive errors you can make as an investor. Don’t miss this one, folks!
Feb 21, 2018
149- Special Guest: Dawa Tarchin Phillips on Becoming a Mindful Investor
00:48:42
For show notes and more information visit www.investedpodcast.com This week we have something special for you as we welcome Dawa Tarchin Phillips on the show to discuss mindfulness as a tool to become a successful investor. Join us as we dive into the often undiscussed emotional side of investing.
Feb 13, 2018
148- What You Need to Know About Company Board Members and Their Influence
00:33:58
For show notes and more information visit www.investedpodcast.com We are back this week to discuss board members, election timing, and how CEO’s use this to their advantage to influence particular agendas that go on in big business. Tune in and join us for another great episode of InvestED!
Feb 06, 2018
147- Everything You Need to Know About the Future of Our Market
00:41:07
For show notes and more information visit www.investedpodcast.com Danielle and I are coming to you with a wealth of information about where we think the stock market is headed in our future and how the best Rule #1 gurus are preparing. We love to talk about the market and our different choices we can make, but remember that nothing should be considered advice on how you should react.
Jan 30, 2018
146- Everything You Need to Know About Today’s Market, Indexes & Cap Rates
00:39:42
For show notes and more information visit www.investedpodcast.com Danielle and I are back live again this week to discuss the current state of the market, index investing, and how to use capitalization rate to your advantage when valuing real estate.
Jan 23, 2018
145- Phil’s Favorite Gurus: Guy Spier & Prem Watsa
00:39:46
For show notes and more information visit www.investedpodcast.com We are continuing to take a closer look at some of the best Rule #1 Investors out in the market today and where their money is currently. Join us as we talk about the new book, Invested, and how to model your investing methodology off some of the best in the world.
Jan 16, 2018
144- Phil's Favorite Gurus: Mohnish Pabrai
00:41:10
For show notes and more information visit www.investedpodcast.com This week on InvestED podcast, Danielle and I are coming to you live from San Diego, California to continue our discussion on investing gurus and to reveal another guru that Phil Town himself admires and follows. Take a look at Mohnish Pabrai’s portfolio with us.
Jan 09, 2018
143- Phil's Favorite Gurus: Allan Mecham
00:43:52
For show notes and more information visit www.investedpodcast.com This week on InvestED podcast, Danielle and I are coming to you live from San Diego, California to continue our discussion on investing gurus and to reveal one guru that Phil follows. Take a look into Allan Mecham’s portfolio with us.
Jan 05, 2018
142- Special Edition: A Holiday Message from Phil & Danielle
00:07:40
For show notes and more information visit www.investedpodcast.com We often talk a great deal about wealth and making money, but today we want to share why it is so much more than that. During this joyous giving season, we hope you can enjoy sharing your gratitude with others close to you because that is the best part of the holiday season (in our opinion). Today marks our last episode of the year, we wanted to keep it short and sweet but we will be back in the new year better than ever with tons of exciting news to share with you. Until then, it’s time to go play!
Dec 27, 2017
141- A Closer Look at Your Favorite Investing Gurus
00:37:25
For show notes and more information visit www.investedpodcast.com As promised, we are back this week to continue discussing investing gurus in the market that you can model your own investing off of. Join us as we dive in and take a closer look at Phil’s curated list of gurus he has created and why he chose them.
Dec 18, 2017
140- What is Market Neutral Investing?
00:28:15
For show notes and more information visit www.investedpodcast.com We are back this week and jumping right back into looking at how the pros invest their money. You’ll learn what market neutral investing is, along with a few lessons when it comes to hedge funds and the terminology involved.
Dec 12, 2017
139- From the Vault: How to Make Your First Trade
00:48:48
For show notes and more information visit www.investedpodcast.com Going back to basics. Questions like where do you start making trades? What is a stock? In this podcast, Phil and Danielle discuss the tools you’ll use for your first trade and the type of investment brokerage account options for the new and seasoned investor alike.
Dec 05, 2017
138- How to Find and Follow Investing Gurus
00:29:42
For show notes and more information visit www.investedpodcast.com We are back this week to answer some great questions we’ve received about how to find investing gurus that you can learn from. We will show you how to find the information you need easily from these investors which will paint a clearer picture for you when it comes to your own personal investing journey.
Nov 28, 2017
137- How to be Thankful in Life & Investing
00:36:58
For show notes and more information visit www.investedpodcast.com This week we are giving cryptocurrency a break and we are focusing on our gratitude before the upcoming Thanksgiving holidays. We are incredibly grateful for all of our listeners and hope you enjoy thinking about investing from a different perspective this week.
Nov 28, 2017
136- Special Guest: Steve Walsh on How to Better Understand Cryptocurrency & Bitcoin
00:41:26
For show notes and more information visit www.investedpodcast.com We are welcoming cryptocurrency expert, Steve Walsh, on our show today to give us an expert’s view on cryptocurrencies, Blockchain, and ICO’s. We will go over international responses to the new technology, mining Bitcoin, creating your own ICO, and how these transactions work.
Nov 14, 2017
135- Preview: Steve Walsh on Cryptocurrency
00:11:08
For show notes and more information visit www.investedpodcast.com Alright folks, we’re keeping it short and sweet for you with just a few updates about our recent episodes on cryptocurrency.  Be sure to tune in next week as we bring you an experienced expert to answer all your questions you have about the world's anticipated currency trading revolution.
Nov 07, 2017
134- Blockchain Technology, Cryptocurrency & Bitcoin (Part 2 of 2)
00:24:48
For show notes and more information visit www.investedpodcast.com In this week’s episode, we continue discussing the pros and cons of new technology investing (or trading) opportunities. Join us as we discuss the risks of an unknown world where our current currency system could be at risk, and what we really think about it.
Oct 31, 2017
133- Blockchain Technology, Cryptocurrency & Bitcoin (Part 1 of 2)
00:21:15
For show notes and more information visit www.investedpodcast.com Everyone is talking about it, and after our Live Event in Vancouver recently, we felt like we wanted to dive in and discuss more about the world of cryptocurrency. Over the course of the next few weeks we will be looking at various aspects of this new form of “investing”, this week we are kicking it off with Blockchain.
Oct 24, 2017
132-Special Guest: Jack Canfield on How to Eliminate Your Fear (Part 2 of 2)
00:26:34
For show notes and more information visit www.investedpodcast.com We have the pleasure of sitting down with Jack Canfield, a long time friend, and the world’s greatest success coach. Tune in as we ask Jack how he reacts to fear and how he feels about investing alongside your values. You don’t want to miss this episode, we promise!
Oct 17, 2017
131- Special Guest: Jack Canfield on How to Eliminate Your Fear (Part 1 of 2)
00:30:20
For show notes and more information visit www.investedpodcast.com We have the pleasure of sitting down with Jack Canfield, a long time friend, and the world’s greatest success coach. Tune in as we ask Jack how he reacts to fear and how he feels about investing alongside your values. You don’t want to miss this episode, we promise!
Oct 10, 2017
130- Ignorance is Not Bliss
00:25:08
For show notes and more information visit www.investedpodcast.com. Today we’re looking at the the differences between Active Investing & Passive Investing to help you better decide what’s best for your financial future.
Oct 03, 2017
129- Learn to Bet Against the Masses
00:34:53
For show notes and more information visit www.investedpodcast.com. This week we kick off our discussion with Ray Dalio’s new book, Principles and the fund he created to protect his most precious assets. Touching on the concept of investing in Bitcoin & Gold as well for diversification.
Sep 26, 2017
128- Let's Talk About Tesla
00:30:17
For show notes and more information visit www.investedpodcast.com. We’ve been receiving your emails and finally, are having the opportunity to talk about Tesla! Everyone wants in on it, but do you know the details behind the hype? Find out today!
Sep 19, 2017
127- You’ll Never Know Until the Tide Goes Out
00:41:05
For show notes and more information visit www.investedpodcast.com. Jump back in where we left off looking into management, the good, great, and awful. Danielle and I discuss the top signs to look for when you are researching a company and its management.
Sep 12, 2017
126- Devious Management
00:41:59
For show notes and more information visit www.investedpodcast.com. This week we discuss devious management teams and the differences between a good CEO and a bad CEO. We also talk about the recent 99.9% stock price drop of a shipping company and why it may have happened.
Sep 05, 2017
125- Disrupted: America’s Grocery Industry
00:37:37
For show notes and more information visit www.investedpodcast.com Join us as we discuss the Amazon & Whole Foods Deal which has finally gone official as of Monday, August 28th. We will discuss the deal, different company’s moats, and the industry that you might want to avoid for awhile.
Aug 31, 2017
124- Stocks & Baseball: See the Similarities
00:26:53
For show notes and more information visit www.investedpodcast.com This week we are giving you another way to learn Rule #1 in the most unexpected way, baseball! Danielle and I discuss Ted Williams’ hitting strategy and how it could make you some serious cash if you mirror it with your investing.
Aug 21, 2017
123- Choosing Your Management Team
00:33:08
For show notes and more information visit www.investedpodcast.com Some investors don’t pay attention to this little detail, but as Rule #1 investors, it’s something that matters the most… Management! Join us this week as we discuss how to identify great (or awful) management teams and how to purchase your stock accordingly.
Aug 15, 2017
122- Revealing the Whole Food Numbers
00:33:45
For show notes and more information visit www.investedpodcast.com The week you’ve been waiting for, we take a look at the growth rates, cash flow, and earnings from Whole Foods to decide if it really was a great deal… Tune in as we try to get into Bezos’ head behind his latest deal.
Aug 08, 2017
121- All About the Numbers - Margin of Safety Edition
00:36:50
For show notes and more information visit www.investedpodcast.com This week we are discussing Rule #1 Margin of Safety and exactly how to calculate in the most accurate way possible. You’ll also get a crash course of our country’s business cycle and how to prepare.
Aug 01, 2017
120- The Investing Strategy that Never Goes Out of Style
00:31:07
For show notes and more information visit www.investedpodcast.com This week Danielle and I discuss Buffett and Munger’s investing style and why it works so well for them, that they can’t stop following their own strategy. We also touch on our latest discussion topics coming from the Whole Foods & Amazon deal, along with taking a look inside Zappos.
Jul 25, 2017
119- Amazon & Whole Foods: Details Behind the Deal
00:44:43
For show notes and more information visit www.investedpodcast.com This week we go over the valuation of the Whole Foods & Amazon deal to see if it was a smart, Rule #1 purchase. We will define basic investing terms and cover some hard to understand topics like earnings versus free cash flow.
Jul 18, 2017
118- Amazon, Whole Foods & Selling a Company You Love
00:31:39
For show notes and more information visit www.investedpodcast.com Selling stock you own with a company you love can be heartbreaking, tune in this week as we go over Danielle’s sale of her Whole Food’s stock. Join us as we discuss the payout of dividends, arbitrage, and other investing must-know terms.
Jul 11, 2017
117- From the Vault: 6 Ways to Spot Bad Management
00:32:42
For show notes and more information visit www.investedpodcast.com This week we wanted to share an older episode about finding a management team with integrity and talent. We'll cover how important it is to find a wonderful company with a great management team, and the 6 key things that you can look out for to avoid investing in a bad CEO.
Jul 05, 2017
116- Amazon & Whole Foods
00:21:57
Join Danielle and I as we bring you this week’s podcast from all over the world, literally! While I am traveling in Honduras and Danielle is in Switzerland we are discussing the hottest topic in the market today, Amazon and Whole Foods. Tune in and listen up, this changes everything.
Jun 27, 2017
115- Misbehaving (Part 2)
00:39:28
For show notes and more information visit www.investedpodcast.com This week, Danielle and I are discussing football and investments. Particularly, behavioral finance and how the stock market functions according to the efficient market hypothesis. We will also discuss, the NFL draft and how it relates to the importance of patience in investments.
Jun 20, 2017
114- Misbehaving
00:30:12
For show notes and more information, visit www.investedpodcast.com. This week we dive into our latest favorite investing book, Misbehaving, by Richard Thaler. We discuss how Thaler has coined a new term on the market as Behavioral Economics and how he has disproven some long-standing investing “norms” with his new theories and studies.
Jun 13, 2017
113- Berkshire Hathaway Shareholder Meeting (Part 2)
00:29:22
For show notes and more information, visit www.investedpodcast.com This week Danielle and I dive back into the Berkshire Hathaway Meeting and continue discussing Buffett’s tools for getting a pulse on the market. We also touch on EBITA, Buffett’s legacy, and why you really DON’T need a financial advisor! Join us this week as we continue to give you an insider’s view on the current happenings of the investing world.
Jun 06, 2017
112- Berkshire Hathaway Shareholder Meeting & Apple Stock
00:26:06
For show notes and more information, visit www.investedpodcast.com We're back with a brand new episode this week! Today we discuss the Annual Berkshire Hathaway Shareholder Meeting, how much Buffett would buy their stock for, and about Apple and IBM stock.
May 30, 2017
111- From the Vault: Guy Spier's Thoughts on the Future and Finding Inspiration
00:42:46
For show notes and more information, visit www.investedpodcast.com This week on our from the vault episode, we wrap up our review of value investing basics with Hedge Fund manager and author of Education of a Value Investor, Guy Spier. We’ll ask Guy who he looks to for inspiration and discuss the fear that can accompany buying stock.
May 23, 2017
110- From the Vault: Guy Spier on Finding a Company's Moat
00:31:17
For show notes and more information, visit www.investedpodcast.com. This week on our from the vault episode, we are continuing our discussion on value investing basics with Hedge Fund manager and author of Education of a Value Investor, Guy Spier. This week we’ll cover how to know what you don’t know and get Guy’s thoughts on finding a company’s moat.
May 16, 2017
109 - From the Vault: Guy Spier on Investing, Research, and Management
00:36:52
For show notes and more information visit www.investedpodcast.com We're taking a short 3-week hiatus to work on something really special for you guys that we can't quite announce yet. We want to post a few of our favorite episodes from our talks with Guy Spier. We'll be back soon with new episodes. In this episode, we introduce our first special guest on InvestED, Guy Spier, Hedge Fund manager and author of Education of a Value Investor, for a special 3 part series covering value investing basics. This week we’ll cover how Guy researches a company’s management and why he never gives or takes advice on investing.
May 09, 2017
108- Mind, Money & Behavioral Economics
00:36:05
For show notes and more information visit www.investedpodcast.com Last week Danielle and I discussed the fear of the market and how to prepare for the future market. This week we dive into behavioral economics, the reality of how we behave as investors, and influential psychology figures.
May 02, 2017
107- We Vote Our Money With Our Feet
00:40:11
For show notes and more information visit www.investedpodcast.com This week Danielle and I discuss the United Airlines incident and the importance of leaders and integrity. As well as the strength of family-owned companies and the different classes of stocks with different voting rights.
Apr 25, 2017
106- How Afraid You Should Be
00:40:09
For show notes and more information visit www.investedpodcast.com How afraid of the stock market should you be? This week we discuss why the market is going up, why it is unnecessary to use an advisor to invest, and the complexity of options trading.
Apr 18, 2017
105- Lululemon Athletica Stock Evaluation
00:53:29
For show notes and more information visit www.investedpodcast.com We had some minor sound difficulties this week, but we wanted you to hear this episode anyways. This week Danielle and I break down the past and future of popular athletic wear companies. We discuss Lululemon Athletica’s history, controversies and future value of the brand as well as dip into the growth of Under Armour and Patagonia.
Apr 11, 2017
104- Market Risk & Modern Portfolio Theory
00:39:00
For show notes and more information visit www.investedpodcast.com This week Danielle and I discuss market risk, Modern Portfolio Theory, and short-term versus long-term perspectives for fund managers. We dive into factors that affect the stock market as well as the ratio between GDP revenue of U.S. and the entire stock market. Get your washtub ready for when they go on sale.
Apr 04, 2017
103- Under Armour Stock Evaluation
00:31:46
For show notes and more information visit www.investedpodcast.com This week we take a deep-dive analysis of Under Armour®, to see if it's worth investing in. Let’s take a look, shall we?
Mar 28, 2017
102- Warren Buffett’s Shareholder Letter (Pt. 2)
00:31:00
For show notes and more information visit www.investedpodcast.com In this podcast, we go deeper into Warren Buffett’s shareholder letter and why it’s an important study tool for investors.
Mar 21, 2017
101- Warren Buffett’s Shareholder Letter & Berkshire Hathaway Stock Analysis
00:41:13
For show notes and more information visit www.investedpodcast.com This week we discuss the Shareholder Letter of Warren Buffett from 2016 to do an analysis of Berkshire Hathaway stock. We discuss what it takes to be a smart investor during the current economic cycle that’s coming to a close.
Mar 14, 2017
100- An Introduction to Buybacks: “What Makes A Business Wonderful"
00:30:47
For show notes and more information visit www.investedpodcast.com This week on InvestEd we introduce buybacks and how they directly reflect the value of a business.
Mar 07, 2017
99- Charlie Munger's Investing Points at Daily Journal Annual Meeting
00:37:11
For show notes and more information visit www.investedpodcast.com This week on InvestEd Danielle and I discuss four important points we took from Charlie Munger during our attendance at the Daily Journal Annual Meeting. Mr. Munger discussed how investing can make you an honorable person, the myth of diversification, and the concern of index funds.
Feb 28, 2017
98- Charlie Munger at the Daily Journal Annual Meeting
00:32:26
For show notes and more information visit www.investedpodcast.com We attended the Daily Journal Annual Meeting and met Charlie Munger and Mohnish Pabrai. Here are our thoughts in this 2 part series.
Feb 22, 2017
97- JJ Virgin and the Miracle Mindset (Part 2)
00:41:14
To learn more about JJ Virgin and for a special offer, visit: www.miraclemindset.com/investor In the second half of our conversation with JJ Virgin, she introduces us to “anchoring”. She also explains a few tips on how to master your mindset to become successful at investing. For show notes and more information visit www.investedpodcast.com
Feb 14, 2017
96- JJ Virgin on The Miracle Mindset (Part 1)
00:35:50
To learn more about JJ Virgin and for a special offer, visit: www.miraclemindset.com/investor This week we sit down with JJ Virgin, celebrity fitness and health coach and four-time best-selling author. In this episode, we discussed a life-altering event that took place four years ago for JJ and her family, and the outstanding book she wrote that gave meaning to The Miracle Mindset. For show notes and more information visit www.investedpodcast.com
Feb 07, 2017
95- Cash Flow & Dividends
00:36:30
For show notes and more information visit www.investedpodcast.com This week we explore cash flow and dividends. We dive into the essential basics for effective income strategy and how to keep more money in your pocket at the end of the year.
Jan 31, 2017
94- What Risk and Beta Really Mean in Investing
00:41:02
For show notes and more information visit www.investedpodcast.com Why is it so hard to find stocks that are on sale right now? This week we discuss systemic risk vs. non-systemic risk, modern portfolio theory, and what beta means in investing, and if financial sites like betterment will get you enough returns for you to retire on.
Jan 24, 2017
93 - “Quick n’ Dirty” Valuation
00:41:50
We’ve talked about valuation methods on our InvestED podcast before, but this week I’m sharing a little trick on how I quickly value businesses to determine if they are worth diving into or not. Here are 6 steps to perform a 45-second “Quick and Dirty” valuation using my Rule #1 Toolbox.
Jan 17, 2017
92 - The 3 Most Important Words of Investing [MoS]
00:43:32
This week on InvestED podcast we are continuing our back to basics series with a look into Charlie Munger’s 4th principle: Margin of Safety. We will take a look at how investing in the stock market isn’t much different than investing in real estate and why the same 10-year rule applies. We will also reveal why Margin of Safety may just be the most important words of investing.
Jan 10, 2017
91- Qualities of a Great CEO
00:32:18
For show notes and more information visit www.investedpodcast.com Happy New Year! This week on InvestED we continue discussing how to find CEOs and management with integrity and talent. Since we already discussed how to spot a bad CEO, we wanted to spend a minute giving you qualities of great CEOs for comparison.
Jan 03, 2017
90- 3 Numbers to Help You Judge Management
00:35:39
For show notes and more information visit www.investedpodcast.com This week we will review how you can spot a bad CEO and go over three numbers that will allow you to judge if management is acting in your best interest or their own.
Dec 27, 2016
89 - 6 Ways to Spot Bad Management
00:32:42
For show notes and more information visit www.investedpodcast.com Finding a management team with integrity and talent can be challenging, they are only human after all. This week on our Back to Basics series, we’ll go over how important it is to find a wonderful company with a great management team and the 6 key things that you can look out for to avoid investing in a bad CEO.
Dec 20, 2016
88- Review of Moats: Intrinsic Competitive Advantage
00:44:53
For show notes and more information visit www.investedpodcast.com This week, we're wrapping up our discussion on finding a company’s moat. We will give you a brief overview of Charlie Munger’s 4 Principles of Investing and how moat plays a key role in his investing strategy. We will finish with a review of the assignment from our previous moat discussions.
Dec 13, 2016
87- Inspirational Takeaways from Guy Spier’s Office Space
00:46:49
For show notes and more information visit www.investedpodcast.com Are we bound for a stock market crash? This week we're reflecting on some of the fantastic points that came up during our interview with investor, Guy Spier. We will expand on Guy’s style of being invested in the market all the time, and we will discuss why there is bound to be a market crash in the future.
Dec 06, 2016
86 - Guy Spier's Thoughts on the Future and Finding Inspiration
00:42:25
For show notes and more information, visit www.investedpodcast.com This week we are wrapping up our review of value investing basics with Hedge Fund manager and author of Education of a Value Investor, Guy Spier. We’ll ask Guy who he looks to for inspiration and discuss the fear that can accompany buying stock.
Nov 30, 2016
85- Guy Spier on Finding a Company's Moat
00:31:15
For show notes and more information, visit www.investedpodcast.com This week we are continuing our discussion on value investing basics with Hedge Fund manager and author of Education of a Value Investor, Guy Spier. This week we’ll cover how to know what you don’t know and get Guy’s thoughts on finding a company’s moat.
Nov 22, 2016
84- Guy Spier on Investing, Research, & Management
00:33:36
We're excited to introduce our first SPECIAL GUEST, GUY SPIER, a Hedge Fund manager and author of Education of a Value Investor, for a special 3 part series covering value investing basics. This week we’ll cover how Guy researches a company’s management and why he never gives or takes advice on investing. For show notes and more information, visit www.investedpodcast.com
Nov 15, 2016
83 - How Presidential Elections Affect the Stock Market
00:34:56
We're releasing this podcast early just in time for the election. Is the November of an election year a good entry point for investors? This week we’re talking about the November 8th Presidential Election and how it relates to investing. We’ll cover what makes the stock market so volatile around an election and why this is a great time to start paying close attention to the companies on your watchlist. For show notes and more information, visit www.investedpodcast.com
Nov 07, 2016
82- Back to Basics: Finding the Moat(Part 3)
00:55:45
For show notes and more information visit www.investedpodcast.com This week on Invested, it’s back to moats! We’ll take a look at the assignment from last week and see how well you did identifying the moat of FOXA and WFC.
Nov 01, 2016
81 - Back to Basics: Finding the Moat (Part 2)
00:26:55
This week on the InvestED podcast we are continuing our review on finding a company’s moat. We’ll go over the 6 types of moats, as well as give you an online resource that helps you identify wide moat companies based on financial data. For show notes and more information visit www.investedpodcast.com
Oct 25, 2016
80- Back to Basics: Finding the Moat
00:48:06
This week we are revisiting Charlie’s third principle that separates investing from speculation, finding the moat. A moat is an integral component of a business that protects it against competition. We will explain the 6 ways that companies build and secure their moat. For show notes and more information visit www.investedpodcast.com
Oct 18, 2016
79- Back to Basics: Are You Capable of Understanding the Business? (Pt.2)
00:42:09
Ask yourself, “is reading about this business fun or a root canal?” This week on InvestED we are revisiting Charlie Munger’s first principle of being capable of understanding a business. Last week we learned that you may be capable of understanding a business if you have some basic experience with that business or industry. Now, we will explore how to evaluate your own level of understanding of the business. For show notes and more information visit www.investedpodcast.com
Oct 11, 2016
78 - Back to Basics: Are You Capable of Understanding the Business?
00:44:36
Being good at skiing may not mean you will be excellent at snowboarding on the first try, but it does provide you with an understanding of winter sports which you can then grow upon. This week on InvestED we are diving into Charlie Munger’s first principle of finding great companies. We will explain what it means to be capable of understanding the business and the level of understanding that is ultimately recommended before investing in a company. For show notes and more information visit www.investedpodcast.com
Oct 04, 2016
77- Back to Basics: 5 Ways to Find Great Companies
00:46:39
It is easy to find great companies on sale every day to invest in. The key is determining which ones speak to you, and which ones you are capable of understanding. Last week we went over the 3 circles to determine the right neighborhood for you to invest in. Today on InvestED, we are going back to basics once again by covering 5 ways to find the perfect home to invest in within your neighborhood. For show notes and more information visit www.investedpodcast.com.
Sep 27, 2016
76- Back to Basics: The 3 Circles Exercise
00:52:37
Long term investing that provides low risk and high rates of return might sound imaginary, but we know it’s possible! But, if value investing is so great, then why doesn’t everyone do it? As Charlie Munger puts it, the concepts behind value investing are so simple and obvious, they can’t be taught in schools. There just isn’t enough content to fill an entire semester, so what would the teachers do? Today on InvestED we are starting a “Back to Basics” series. We will focus on the key concepts of value investing, starting where to start looking for your great companies. For show notes and more information visit www.investedpodcast.com
Sep 20, 2016
75- What Happened to Horsehead Holding?
00:42:21
With any type of investing comes a certain level of risk. While it is great to celebrate our victories, we must also reflect on our failures and find the valuable lessons learned. This week on InvestED we are going over what exactly happened with Horsehead Holding (ZINC), how Phil was involved, and the lessons that were learned from this experience. For show notes and more information visit www.investedpodcast.com
Sep 13, 2016
74- From the Vault: Dharma and Being Mindful About Money
00:37:56
This week we’re taking a small break. We’ve chosen one of our favorite episodes from the past that you may have missed. We talk about the concept of dharma and finding purpose in the things that we enjoy doing. We also discuss the difference between making a promise to yourself and setting goals. Investing starts with making a promise to yourself to do it. For show notes and more information visit www.investedpodcast.com
Sep 06, 2016
73- From the Vault: Guns, Harleys, & Cruise Ships
00:48:33
This week and next week we're taking a small break to spend some time with family. But don't worry, you don't have to miss any of InvestED because we've chosen some of our favorite episodes from the past that you may have missed. In this episode we discuss how to put your money where your mouth is. We talk about the joys of investing, how to find a business you love and want to know more about, and ways to make investing fun. Enjoy! For show notes and more information visit www.investedpodcast.com
Aug 30, 2016
72- How to Get High Returns by Sitting in Cash
00:37:26
This week we explain what to do with your money while waiting for the next great company and how sitting in cash can still produce high returns. For show notes and more information visit www.investedpodcast.com
Aug 23, 2016
71- Business Valuation Checklist (Part 2)
00:38:37
Why don't the most successful investors live near Wall Street? This week on InvestED Podcast we'll explore the concept of groupthink and show the trusted gurus are able to avoid it. We will also revisit the business valuation checklist we established last week and dive into the remaining eight items on the list. For show notes and more information visit www.investedpodcast.com
Aug 16, 2016
70- Business Valuation Checklist
00:33:39
How do you determine the value of a business? This is the topic we have been focusing on for the last several weeks. We've gone through several valuation methods, such as Margin Of Safety, Payback Time and Cap Rate. This week I'm sharing with you the short and simple checklist that I have created to help you determine the value of a business in 11 steps that will work with all any of the valuation methods we have discussed. For show notes and more information visit www.investedpodcast.com
Aug 09, 2016
69- Understanding Free Cash Flow
00:37:10
What is a real investment? This week we discuss how to spot a ‘real investment’ by using a company’s free cash flow and how this method differs from the valuation method outlined in my book, Payback Time. We’ll also go over the two types of fund managers and share why they don’t follow Rule #1 style investing. For show notes and more information visit www.investedpodcast.com
Aug 02, 2016
68- How to Find Financial Data Online
00:43:31
How do you find company financial data online? This week on InvestED we’re answering a question from Jacob, who found that two online financial calculator sites are reporting a very different number for Netflix’s free cash flow. We will walk through the process of how to find this number on each of these sites and show you how to go straight to the source and easily calculate free cash flow from the company’s financial statements. It’s not as hard as you may think, and you’ll be getting the most accurate data by doing it yourself! For show notes and more information visit www.investedpodcast.com
Jul 26, 2016
67 - The Rule of 72
00:48:50
Here is an easy way to think about value investing: Investing is like going to a garage sale and buying a bike in perfect shape for $50 that you could have bought for $100 at the store. What you’re buying is worth more than what you are paying. This week on InvestED we explain the difference between investing and speculation and why not everyone agrees on their definitions. We also dive deep into the Rule of 72 and teach you how to estimate your compounding rate of return. For show notes and more information visit www.investedpodcast.com
Jul 19, 2016
66- How Dividends Fit in with Rule #1 Style of Valuation
00:39:38
How do dividends factor into the valuation of a business? This week on InvestED we answer this frequently asked question by diving deeper into valuation. We explain how using dividends to estimate the value of a business could result in missed opportunities, and how your short term financial goals may change the way you look at dividends altogether.
Jul 12, 2016
65- Investing in your Financial Life Overview
00:43:20
This week on InvestED we discuss why you need to start investing in your financial life and stop letting fund managers and advisors control your money. We will also share some of our favorite books written by big names in the value investing world. Remember, to get the most out of your money, you must be committed to continually learning. For show notes and more information visit www.investedpodcast.com
Jul 05, 2016
64 - Understanding Dividends
00:52:46
Why is investing a lot like yoga? This week we acknowledge the fact that investing is a practice, much like yoga, requiring time and discipline to get the most out of it. We also dive into cash flows and dividends and find out if a company’s financial standing can be determined by their dividend payout schedule. For show notes and more information visit www.investedpodcast.com
Jun 28, 2016
63 - Value Investing and Your Canyon
00:49:57
This week on InvestED, we’re breaking down how to invest like the best investors in the world. We’ll cover value investing and how it has changed over the years. We will also share some of our tips on how to avoid becoming overwhelmed by investing. For show notes and more information visit www.investedpodcast.com
Jun 21, 2016
62- Our 1-Year Anniversary Episode!
00:33:49
It’s our One-Year Calendar Anniversary on the InvestED Podcast! One full year of learning, growing, and most importantly, laughing. Thank you all for being a part of our journey, we’re looking forward to another great year ahead of investing education. In today’s episode, we’re taking a step back to recap all of the most important things we’ve learned over the past year. For show notes and more information visit www.investedpodcast.com
Jun 14, 2016
61- Investing in Real Estate
00:24:52
This week on InvestED, we’re talking about real estate investing and discussing the importance of viewing this type of investment as a business. We’ll share how to avoid common mistakes made by most real estate investors, and the ways you can make a real estate investment profitable. For show notes and more information visit www.investedpodcast.com
Jun 07, 2016
60- Zombie Value Evaluation
00:42:30
How can a company that appears to be dead still be a valuable investment? Ben Graham used to buy companies like this all the time in the ‘30s. We like to call them “zombie companies,” and in today’s episode, we’re going to go step-by-step through the process of finding out how much a zombie company can be worth, and why you might consider buying one. For show notes and more information visit www.investedpodcast.com
May 31, 2016
59- Payback Time Evaluation
00:37:01
What is payback time? This week we discuss the calculation of how long it takes to get your money back from an investment and a great way to figure out what you would buy a private business for. For show notes and more information visit www.investedpodcast.com
May 24, 2016
58- Company Valuation Methods
00:39:27
Do you know how to value a company? This week on InvestED, we dive deeper into the four methods of valuation. We will also take another look at our lemonade stand and use it to illustrate how to use each method. For show notes and more information visit www.investedpodcast.com
May 17, 2016
57- How to Be Mindful With Your Money (Part 2)
00:42:08
What does meditation have to do with investing? This week we drill into the depths of great investing and discuss how to be mindful with your money as you invest in your future. We explain the role emotions play in our financial decisions, as well as ways to practice mindfulness in investing and in life. For show notes and more information visit www.investedpodcast.com
May 10, 2016
56- How to Be Mindful About Your Money
00:31:30
What does it mean to invest with your values? This week we discuss why it’s important to have control over your money and a say in what it is invested in. Those of you investing in indexes and mutual funds might be shocked to see what your money is being put into. For show notes and more information visit www.investedpodcast.com
May 03, 2016
55- Margin of Safety Valuation (Part 2)
00:53:07
This week we’re looking at our lemonade stand and running a margin of safety analysis. We decide how much we should pay per share in order to have an excellent return on our investment. For show notes and more information visit www.investedpodcast.com
Apr 26, 2016
54- Margin of Safety Valuation
00:47:29
This week we talk about the four numbers you need in order to calculate the intrinsic value of a business. Once we have this value, we’ll apply it to our Lemonade Stand example and be one step closer to determining the price you should pay for a business. For show notes and more information visit www.investedpodcast.com
Apr 19, 2016
53- Equity Bond Valuation
00:44:14
This week we are diving deep into our Lemonade Stand and Real Estate examples to learn how to effectively evaluate a company. We’ll talk about market trends, step-by-step calculations and how to get the best return for your investment. For show notes and more information visit www.investedpodcast.com
Apr 12, 2016
52- Capitalization Rate (Part 3)
00:41:25
This week we continue on the “Valuation Train” discussing in detail the ways to identify profitable businesses. For show notes and more information visit www.investedpodcast.com
Apr 05, 2016
51- Capitalization Rate (Part 2)
00:36:02
This week we continue with our lemonade stand and real estate property. We determine which price we should pay when purchasing a business and how to determine the Capitalization Rate. For more info visit: investedpodcast.com
Mar 29, 2016
50- What is Capitalization Rate? (Part 1)
00:35:19
Thank you all for listening to InvestED! We're happy to give you our 50th episode. This week we discuss our lemonade stand from episode 45 and why Capitalization Rate is important. We're really getting into the weeds now. For show notes and more information visit www.investedpodcast.com
Mar 22, 2016
49- The Rise of Robo-Advisors
00:45:31
Are robo-advisors going to make human advisors obsolete? This week we discuss how robo-advisors invest for you based on the concept of modern portfolio theory. Show notes and more info visit: www.investedpodcast.com
Mar 15, 2016
48- Risk vs. Volatility
00:38:23
Does volatility mean that you’re taking more risk? This week we discuss short-term thinking vs. long-term thinking in investing and why your relationship with risk might be related to your thinking. For show notes and more information visit www.investedpodcast.com
Mar 08, 2016
47- How to Know What You Don't Know
00:42:23
Warren Buffett says he's successful because he knows what he doesn’t know. But what does that really mean? Find out how your upbringing has influenced your investing habits, and how to pass on a “success-minded” influence to others. Show notes and more info visit: www.investedpodcast.com
Mar 01, 2016
46- Most Important Words In Investing: Margin of Safety
00:33:15
This week, we dive straight into a Margin of Safety analysis to evaluate a company’s future with simple financial calculations. For show notes and more info visit: www.investedpodcast.com
Feb 23, 2016
45- Payback Time & The Lemonade Stand
00:49:53
In this week’s episode, we show how you can value a company with only basic financial understanding, and how to find payback time of a business. - Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series visit: www.investedpodcast.com/rulers - Live Transformational Investing Workshop visit: www.investedpodcast.com/workshop - For questions to be answered on the show, email: questions@investedpodcast.com
Feb 16, 2016
44- Understanding Chipotle's Value (Part 2)
01:02:03
If you ask most financial advisors or hedge fund managers, almost all of them will say you should separate your personal values from your investing decisions. In this week’s episode, we discuss why you SHOULD invest based on your values, how to use key metrics in order to value Chipotle, and why McDonald’s has the best Coca-Cola. - Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series visit: www.investedpodcast.com/rulers - Live Transformational Investing Workshop visit: www.investedpodcast.com/workshop - For questions to be answered on the show, email: questions@investedpodcast.com
Feb 09, 2016
43- Understanding Chipotle's Value
00:46:30
When you understand the company you want to invest in, and it has meaning to you, the stock market becomes much less risky. This week we create a “story” for Chipotle Mexican Grill and show you the way to go about analyzing any company. - Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series visit: www.investedpodcast.com/rulers - Live Transformational Investing Workshop visit: www.investedpodcast.com/workshop - For questions to be answered on the show, email: questions@investedpodcast.com
Feb 02, 2016
42- Speculating vs. Investing
00:41:41
Before buying a company, Rule #1 Investors do a ton of research to ensure the company they are buying meets Charlie Munger’s 4 key principles: meaning, moat, management, and margin of safety. In this week’s episode, we discuss the difference between investing and speculating, and why the term “risky investing” is an oxymoron. - Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series visit: www.investedpodcast.com/rulers - Live Transformational Investing Workshop visit: www.investedpodcast.com/workshop - For questions to be answered on the show, email: questions@investedpodcast.com
Jan 26, 2016
41- Don't Be Greedy, Stay Rational, and Understand What You're Buying
00:35:35
In this week’s episode, we discuss the importance of analyzing a business to ensure you’re getting a great deal, the similarities between buying real estate and buying stocks, and the role emotions play in all buying decisions. - Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series visit: www.investedpodcast.com/rulers - Live Transformational Investing Workshop visit: www.investedpodcast.com/workshop - For questions to be answered on the show, email: questions@investedpodcast.com
Jan 19, 2016
40- Is Now a Good Time to Buy Chipotle?
00:47:58
This week, we discuss why you’ll probably never be taught how to invest in college, how market crashes occur, and if Chipotle’s recent E. coli outbreak constitutes an event that may make it a stock worth buying. - Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series visit: www.investedpodcast.com/rulers - Live Transformational Investing Workshop visit: www.investedpodcast.com/workshop - For questions to be answered on the show, email: questions@investedpodcast.com
Jan 12, 2016
39- What a Market Drop Means to Rule #1 Investors
00:34:55
We discuss how the DOW drop affects you as a Rule #1 Investor, the new Hollywood hit “The Big Short,” and why you probably shouldn’t watch CNBC. -Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series visit: www.investedpodcast.com/rulers - Live Transformational Investing Workshop visit: www.investedpodcast.com/workshop - For questions to be answered on the show, email: questions@investedpodcast.com
Jan 05, 2016
38- Investing in Commodities(Part 2)
00:39:11
We explore the different ways you can invest in commodities, whether or not they keep up with inflation, and in what scenarios they could be a worthwhile investment despite their inherent risk. - Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series visit: www.investedpodcast.com/rulers - Live Transformational Investing Workshop visit: www.investedpodcast.com/workshop - For questions to be answered on the show, email: questions@investedpodcast.com
Dec 29, 2015
37- Investing in Commodities
00:38:22
The only knowledge most people have of commodities as an investment is limited to what Hollywood taught us in the 1983 comedy, Trading Places. This week we delve further into commodities and discuss what sets them apart from other types of investments. - Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series visit: www.investedpodcast.com/rulers - Live Transformational Investing Workshop visit: www.investedpodcast.com/workshop - For questions to be answered on the show, email: questions@investedpodcast.com
Dec 22, 2015
36- Gold and Investing in Currency
00:51:32
This week we discuss the history of money, how we converted to paper currency, and whether or not it’s a wise decision to invest in gold today. - Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series visit: www.investedpodcast.com/rulers - Live Transformational Investing Workshop visit: www.investedpodcast.com/workshop - For questions to be answered on the show, email: questions@investedpodcast.com
Dec 15, 2015
35- Efficient Market Theory and Bonds
00:49:12
This week we discuss the emotional aspect of investing, how to grow when others are fearful, and the various types of bonds. - Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series visit: www.investedpodcast.com/rulers - Live Transformational Investing Workshop visit: www.investedpodcast.com/workshop - For questions to be answered on the show, email: questions@investedpodcast.com
Dec 08, 2015
34- What is a Real Estate Investment Trust?
00:49:34
What if there was a way to invest in real estate without the hassle of having to manage the property yourself? As part of our ongoing discussion about alternative paths of investing, this week we discuss Real Estate Investment Trusts (REIT). - Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series visit: www.investedpodcast.com/rulers - Live Transformational Investing Workshop visit: www.investedpodcast.com/workshop - For questions to be answered on the show, email: questions@investedpodcast.com
Dec 01, 2015
33- Real Estate, Warren Buffett's Farm, and NYC Building
00:52:41
We discuss if it’s possible to make real estate a beneficial component of your all-weather financial portfolio. We talk about a couple of books we've been reading, how Warren Buffett bought a farm and if Phil should bring back the snap brim hat. - Show notes and more info visit: www.investedpodcast.com - Live Transformational Investing Workshop visit: www.investedpodcast.com/workshop - For questions to be answered on the show, email: questions@investedpodcast.com
Nov 24, 2015
32- Can You Make Good Returns By Investing in Real Estate?
00:46:46
In this episode, we discuss whether it’s possible to yield high rates of return when you invest in real estate and what "a good rate of return" actually is. - Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series visit: www.investedpodcast.com/rulers - Live Transformational Investing Workshop visit: www.investedpodcast.com/workshop - For questions to be answered on the show, email: questions@investedpodcast.com
Nov 17, 2015
31- Annuities and Alternative Investing Ideas
00:35:51
We discuss the alternative ways of investing if you’re terrified of the stock market and whether or not annuities can be a beneficial addition to your financial portfolio. - Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series visit: www.investedpodcast.com/rulers - Live Transformational Investing Workshop visit: www.investedpodcast.com/workshop - For questions to be answered on the show, email: questions@investedpodcast.com
Nov 10, 2015
30- Inflation and How Compound Interest Can Work Against You Or For You
00:40:52
Albert Einstein is famously quoted as saying, “Compound interest is the eighth wonder of the world. He who understands it earns it. He who doesn't pays it.” In this episode, we discuss the power of compounding interest rates and what the looming threat of inflation means for you and your retirement. - Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series visit: www.investedpodcast.com/rulers - Live Transformational Investing Workshop visit: www.investedpodcast.com/workshop - For questions to be answered on the show, email: questions@investedpodcast.com
Nov 03, 2015
29- What's Your Plan For Retirement?
00:43:27
By 2030, nearly all baby boomers will have passed retirement age, but how many of them are actually prepared to retire comfortably? We discuss the most common ways people save their money for retirement, how different generations have different views of saving, and how much you’ll need to save to retire in the future. Our conversation gets a little heated when we get into the details of how much it actually takes to retire and that inflation is taking money from you. For show notes and more information visit www.investedpodcast.com
Oct 27, 2015
28- Dividends and Finding the Right Time to Buy Stocks
00:47:13
After episode 26 we had promised to talk about dividends in more detail. We discuss what dividends are, how they’re paid out to owners, some Econ-101, can a company be recession proof, and if you should hold off on buying stocks right now.
Oct 20, 2015
27- Dharma and Being Mindful About Your Money
00:37:16
We were supposed to talk about dividends this week, but decided to talk about the concept of dharma and finding purpose in the things that we enjoy doing. We also discuss the difference between making a promise to yourself and setting goals. Investing starts with making a promise to yourself to do it. For show notes and more information visit www.investedpodcast.com
Oct 13, 2015
26- Reducing Basis With Dividends
00:30:12
How cool would it be to have a stock portfolio that pays more every year through dividends? Learn one of the few ways to take your money off of the table by buying companies that produce dividends. For show notes and more information visit www.investedpodcast.com
Oct 06, 2015
25- Looking For Events and Buying Companies That Are on Sale
00:38:34
Phil gives some real life examples of companies that have gone through some sort of event in the past that put it on sale. He also talks about one company that may be in one of these "events" right now. For show notes and more information visit www.investedpodcast.com.
Sep 29, 2015
24- Finding the Sticker Price and Margin of Safety Calculations
00:55:08
Phil and Danielle discuss how to find the sticker price of a stock. Phil also gives a great list of books you should read. For show notes and more information visit www.investedpodcast.com
Sep 22, 2015
23- Events, Margin of Safety and Moat Numbers
00:46:16
Insist on buying stocks on sale. Phil and Danielle discuss what it means for wonderful companies to be in an event and finding margin of safety. For show notes and more information visit www.investedpodcast.com
Sep 15, 2015
22- ROIC Rulers: The Management Numbers (Part 2)
00:49:25
Why does Buffett tend to avoid tech companies? What's a "Risky Biz Portfolio?" Phil and Danielle discuss debt, return on equity, and return on invested capital. For show notes and more information visit www.investedpodcast.com
Sep 08, 2015
21- The Management Numbers
00:47:28
Can you tell if the CEO of a company is doing a good job by looking at numbers on a statement? Yes, you can. In these next podcasts Phil and Danielle spend some time discussing what these numbers are and what they mean. For show notes and more information visit www.investedpodcast.com
Sep 01, 2015
20- Understanding Growth Rates (Part 2)
00:40:58
Phil and Danielle discuss the remaining growth rates, explain what "InvestED" means to them, and how to find consistent 10% growth. For show notes and more information visit www.investedpodcast.com
Aug 25, 2015
19- Understanding Growth Rates: Book Value Per Share Growth Rate
00:44:08
Phil and Danielle discuss the importance of growth rates to judge the quality of a business. Plus, Phil makes a big announcement about the Rule #1 Toolbox. For more information go to investedpodcast.com
Aug 18, 2015
18- Understanding the Business With a 10-K
00:46:02
Phil and Danielle discuss locating the moat of a company in a 10-K report and recap the 5 different kinds of competitive advantages. For show notes and more information visit www.investedpodcast.com
Aug 11, 2015
17- How to Read a 10-K Report
00:53:02
Phil and Danielle read through a 10-K report step by step so you can see exactly what it takes to understand a business. For show notes and more information visit www.investedpodcast.com
Aug 04, 2015
16- Justin's Butter and Digging Your Canyon
00:49:15
Interested in a company, Danielle and Phil take a look at Justin's Nut Butter, the industry and how to dig your canyon. For show notes and more information visit www.investedpodcast.com
Jul 28, 2015
15- The Reason Mutual Funds Aren't Mutual
00:41:14
You have different options when it comes to investing. Phil discusses the realities of mutual funds, hedge funds and indexes. For show notes and more information visit www.ruleonepodcast.com
Jul 21, 2015
14- How to Make Your First Trade
00:47:41
In this podcast, Phil and Danielle discuss the tools you’ll use for your first trade and types of investment brokerage account options for the new and seasoned investor alike. For show notes and more information visit www.ruleonepodcast.com
Jul 15, 2015
13- The Dhandho Investor and Taking Minimal Risk
00:41:17
Phil and Danielle discuss Mohnish Pabrai's book "The Dhandho Investor" and how a person can invest even if they don't have a lot of money to start with. For show notes and more information visit www.ruleonepodcast.com
Jul 07, 2015
12- R.U.L.E.R.S. Rule
00:45:17
Phil outlines, "The Scientific Method for Investing." For show notes and more information visit www.ruleonepodcast.com
Jun 28, 2015
11- Guns, Harleys, and Cruise Ships
00:47:55
The joys of investing. What do you love? What do you want to know more about? Ways to make investing fun. For show notes and more information visit www.ruleonepodcast.com
Jun 27, 2015
10- 26 Is The Magic Number
00:46:44
Mohnish Pabrai has a 26 on his license plate. Buffett should have it, Munger should have it and you should have it too. Find out what it means in this episode. For show notes and more information visit www.ruleonepodcast.com
Jun 26, 2015
09- Buying 10 Dollar Bills for 5 Dollars (Part 2)
00:31:40
In part 2 of this margin of safety series, Phil goes into the math of buying a business on sale. For show notes and more information visit www.ruleonepodcast.com
Jun 25, 2015
08- Buying 10 Dollar Bills for 5 Dollars (Part 1)
00:42:24
In part 1 of this 2 part series, Phil and Danielle discuss margin of safety, how to find a company that is on sale and how to value that business. For show notes and more information visit www.ruleonepodcast.com
Jun 24, 2015
07- Buy Fear, Sell Greed
00:34:46
Phil dispels different stock market theories and discusses why it is possible to beat the market, even though financial advisors will tell you that you can't, because thousands of people have been doing it for years.
Jun 23, 2015
06- The Emotional Stock Market
00:39:17
The price of a stock doesn't mean that it equals value. Is diversification a myth? What is margin of safety? For show notes and more information visit www.ruleonepodcast.com
Jun 22, 2015
05- Is Your CEO a Leader or a Mercenary?
00:55:54
Why is investing in a business with a great CEO so important? Let Phil Town explain it for you! For show notes and more information visit www.ruleonepodcast.com
Jun 21, 2015
04- Using Moat and Return On Equity
00:52:06
How to apply a businesses "Return On Equity" (ROE) to determine competitive advantage. For show notes and more information visit www.ruleonepodcast.com
Jun 20, 2015
03- Finding a Competitive Advantage
00:45:55
How to find a company that has a competitive advantage and how we know it will be around long-term. For show notes and more information visit www.ruleonepodcast.com
Jun 17, 2015
02- Understanding a Business, Investing With Your Values (Part 2)
00:45:37
Free resources to help you invest in a business that you understand and love. For show notes and more information visit www.ruleonepodcast.com
Jun 17, 2015
01- Understanding a Business, Investing With Your Values (Part 1)
00:40:57
Basics of Rule #1 Investing and how to look for a business you might want to invest in. For show notes and more information visit www.ruleonepodcast.com
Jun 17, 2015
00- Welcome to Invested: The Rule #1 Podcast
00:15:58
Welcome to Invested! Phil Town and Danielle Town introduce themselves. For show notes and more information visit www.ruleonepodcast.com
Jun 17, 2015