Here’s a scenario: you’ve identified a potential investment, you’ve gone through the checklist and done your research, and you decide that you’ve found a deal that other people seem to be overlooking. You pull the trigger to buy into this comp

A Third Kind of Capital

12 days ago 35m 43s

Free cash flow can be a golden ticket in the hands of a company with the right leadership. They can use it to supercharge innovation, expand their reach, or reward shareholders with dividends or buybacks, and for value investors, it’s like spot

Buffett's Bertie

27 days ago 32m 27s

As detailed in the most recent edition of Berkshire Hathaway’s annual shareholder letter, finding success in value investing doesn’t require fancy credentials, obsessive research, or exploitative scheming — it takes common sense and the willing

Heliski, Brands, and Buffett

Mar 22nd, 2024 35m 34s

“Character reveals itself in adversity” is a saying that can not only apply to the human race and how our true nature shines through when faced with a challenge, but also one that can apply in the business world. Although brand loyalty can be a

FROM THE VAULT: Reducing Basis With Dividends

Mar 14th, 2024 32m 39s

In a vault episode from the early days of the podcast, explore the world of value investing in this as Phil and Danielle delve into the power of dividends. Discover how making well-researched, long-term investments can potentially amplify retur

FROM THE VAULT: Checklist Inversion

Mar 6th, 2024 37m 21s

"Invert, always invert" — Charlie MungerTo become a top-notch Rule #1 investor, having a well-defined investing strategy is essential. It starts with crafting a compelling narrative for the company you're eyeing and understanding why it's a s

Stop the Insanity

Feb 20th, 2024 35m 33s

In the practice of value investing, just like with so many other things in life, knowing when to wait patiently or when to jump ship is critical to the long-term success of your portfolio.Being able to stomach market fluctuations isn’t someth

Buy Side Weather Matrix

Feb 13th, 2024 29m 30s

Is there a limit to how much an investor should know about a potential investment? While it can seem like there’s an infinite amount of relevant considerations for any given business, the ability to discern the difference between important info

Weather Matrix Part 2

Jan 30th, 2024 29m 3s

Last week, the episode was centered around a tool for evaluating potential investments based on the myriad factors impacting their current performance and future trajectories, a topic that our hosts dubbed “the weather” of a business. While hav

Weather Matrix

Jan 25th, 2024 33m 53s

The 21st century has brought the world a number of revolutionary developments that have turned the world on its head, with one of the most important cultural shifts being the rise of the attention economy. With so many entities all vying for a

The Weather- Numbers Almost Enough

Jan 18th, 2024 33m 29s

Following up on last week’s discussion about the “weather” of a business, or how the climate of various internal and external factors can influence the long-term success of your prospective investment. With so much data available at our fingert

The Weather

Jan 15th, 2024 33m 14s

For our first full episode of the new year, Phil and Danielle are reunited to talk about the various factors of a business’s climate that can help better understand where their weather will take them in the future.From government overregulati

Happy New Year!

Jan 11th, 2024 3m 22s

As we get all of our 2024 ducks in a row, Danielle checks in to share some positive vibes for the upcoming year and offer a quick toast to prosperity and successful investing in 2024. While it's a short break from our regular programming, it's

FROM THE VAULT: The Fed & Inflation (Part 1)

Jan 5th, 2024 25m 8s

Happy 2024 to all InvestED listeners! While our hosts enjoy the holidays, we’re opening a year by going back to January of 2022 for a discussion about interest rates. With word of rate cuts on the horizon, how different are things now from when

Charlie

Dec 20th, 2023 26m 37s

On this bittersweet episode of InvestED, Phil and Danielle come together after taking some time to reflect on the impact of Charlie Munger, both in the financial world as well as in their own personal lives and investing journeys.The loss of

FROM THE VAULT: Charlie Munger’s 3 Ways to Build a Great Portfolio

Dec 14th, 2023 40m 10s

We dig deep into the vault this week, going all the way back to 2018 to revisit one of our Charlie Munger-centric episodes. Phil and Danielle delve into the lesser-known strategies of the late great “Abominable No-Man,” revealing the hidden gem

Thank You, Charlie Munger

Dec 6th, 2023 2m 38s

The podcast is taking a break this week, but Danielle checks in briefly to share her thoughts on the loss of one of the investing world’s titans as Berkshire Hathaway’s Charlie Munger passed away this week at the age of 99.Rule #1 owes a debt

Grateful

Nov 28th, 2023 31m 35s

Venturing into investing often feels nerve-wracking due to uncertainties in financial markets and the fear of potential losses. Value investing, when done properly, stands out as a reliable approach due to careful assessment of the true worth a

Turkey Day!

Nov 21st, 2023 4m 37s

This week’s brief check-in comes as Americans in the US and around the world prepare for one of the country’s greatest traditions, Thanksgiving Day. Families everywhere are braving busy airports, clogged interstates, and crowded kitchens as the

Catastrophic Mistake

Nov 14th, 2023 38m 1s

What exactly constitutes a “mistake” when it comes to your investing practice? Is it any time a company doesn’t pan out the way you thought it would, or is it simply when something causes you to break Rule #1 and lose money?While fear of bein

Key Man

Nov 8th, 2023 27m 45s

Founders are vital to a company's success due to their passion, deep understanding of the business, and ability to make agile decisions. Their personal stake in the company aligns their interests with shareholders, fostering commitment to long-

Sketchy Going Public

Nov 1st, 2023 38m 54s

Going public with a company, while often seen as a significant milestone, comes with several risks. The increased regulatory and compliance requirements can be burdensome and costly, and publicly traded companies must adhere to strict reporting

Penny Stocks part 3

Oct 24th, 2023 31m 9s

The abundance of unlisted companies available to buy into is a complicated resource for investors. One one hand, the opportunity that comes from smaller stocks being overlooked could lead to incredible results from unlikely sources, but the pot

Penny Stocks part 2

Oct 17th, 2023 35m 19s

For many uninitiated or inexperienced investors, the idea of trading inexpensive stocks can seem like a low-risk way to break into the world of investing. However, while the price tag on penny stocks may be easier to swallow than those of blue

FROM THE VAULT: Speculating vs. Investing

Oct 11th, 2023 43m 36s

Before purchasing a company, Rule #1 Investors conduct extensive research to ensure that the company they intend to acquire aligns with the four key principles laid out by Charlie Munger. These principles are meaning, moat, management, and marg