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InvestED: The Rule #1 Investing Podcast

A weekly Business and Investing podcast featuring Phil Town and Danielle Town
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Episodes of InvestED

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 rela
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 t
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 val
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 p
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 or
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 e
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
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, managemen
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 M
“Invert, always invert” — Charlie Munger If you want to really be a great Rule #1 investor, you must have an investing strategy in place to help guide you.  You must create a story for the company you want to invest in and determine why this i
If you’re doing it right, investing in the stock market is much more than picking a few companies, buying a few shares, and hoping for the best. Smart investors are those that are disciplined and have an investing strategy in place to help gui
Why do stock market events cause stocks to go on sale? Let’s say that cotton prices start to go nuts because of the Arab Spring. Maybe they’re not going to harvest Egyptian cotton crops, so cotton prices go from $1 to $3. The guys who own comp
The key to finding stocks on sale is to wait for a Rule #1 event. What’s a Rule #1 event? It is when something happens that affects the entire market and makes the stock price of a good company drop far below its real value. This could be a re
When it comes to investing, conventional wisdom says to hand your money over to a financial advisor and let them diversify your investments for you. Why think too much about where your money is going if you don’t have to? But there’s a problem
In today’s episode, we discuss some words of wisdom shared from the letters of Warren Buffett. There is one concept in particular that we can take from these letters that still applies today, and that is inflation. First, we focus on Warren Bu
The Rule of 72 is a simple equation to help you determine how long an investment will take to double, given a fixed interest rate. It’s a shortcut that you, as an investor, can use to estimate if an investment will double your money quickly en
Physical commodities are investments that you can physically own, such as gold, silver, natural gas, and oil.  Take gold, for example. The price of gold rises and falls, depending on the demand. Demand tends to go up only when people are feel
Physical commodities are investments that you physically own, such as gold, silver, natural gas, and oil.  A commodity stock has several key attributes:   Its products compete primarily on price, but it is not a low-price competitor. Its prod
“Sticker price is what I call the value of the business.” — Phil Town Why does Phil call it the Sticker Price? You know how you have a sticker on the window of a new car and it tells you what the price of the car is, and you never pay the Stic
Warren Buffett said, “Be certain,” and here’s how you’re going to be certain. If you buy a wonderful business at an attractive price, you’re certain to make money. It’s essentially like buying a $10 dollar bill for five bucks. You focus on a co
William Albert Ackman is an American investor and hedge fund manager. He has a well-known 8-point investing checklist, which is straightforward and reflects the basic principles of Rule #1 Investing. That checklist includes only investing in s
Michael Burry is an American investor, hedge fund manager, and physician. Burry is one of the most renowned names in the hedge fund industry, managing over $1 billion in assets. Michael Burry has been in the news recently after regulatory fili
“I don’t mind not making money on something that I’m not sure about.” - Phil Town If a company has never had an event but appears to be on sale, is it a good investment? Meeting the requirements of the Four Ms and the Big 5 Numbers just prove
“We both (Charlie Munger and Warren Buffett) insist on a lot of time being available almost every day to just sit and think. That is very uncommon in American business. We read and think.” ― Charles T. Munger This further proves the point that
William Green is a journalist and author of Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life.   Over the last quarter of a century, he has interviewed many of the world’s best investors, and has written for man
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