InvestED: The Rule #1 Investing Podcast

InvestED: The Rule #1 Investing Podcast

Free cash flow is a key metric in value investing. It provides a more reliable view of a company’s financial health than its earnings, which can be influenced by creative accounting. By focusing on free cash flow, investors can identify financially solid companies with long-term potential and reduce reliance on speculation. As we close out 2024 and as InvestED nears its 500th episode, this week we’re looking back on an episode from very early in the show’s run. This Vault pull serves as an excellent primer to anyone who’s new to the show and gives a great overview of Rule #1/Buffett-style investing. For some great year-ending insights into the mind of the Oracle of Omaha, click here for a free copy of Phil’s Warren Buffett Book of Quotes: https://bit.ly/3OEPXjL Topics Discussed: Humanizing companies Crowdfunding and regulation Cash flow vs. earnings Certainty in investing Resources Discussed: Payback Time Learn more about your ad choices. Visit megaphone.fm/adchoices

December 31, 2024

InvestED: The Rule #1 Investing Podcast

Phil and Danielle express gratitude to InvestED listeners for their support during 2024, share reminders to enjoy the holiday season while keeping long-term financial goals in mind. They prepare for vacation time before year's end.

December 25, 2024

InvestED: The Rule #1 Investing Podcast

Next steps as a value investor when business future is uncertain involve focusing on antifragile companies (those thriving in adversity), prioritizing strong fundamentals and compound growth, and showing patience and discipline during downturns. This week's show discusses the Rule #1 philosophy and its applications to investments using Chipotle's E. coli outbreak, San Diego real estate problems, intrinsic value, FOMO, and Tulipmania as examples.

December 21, 2024

InvestED: The Rule #1 Investing Podcast

Your circle of competence is the cornerstone of smart investing. Expanding your knowledge as you grow keeps your skills sharp and your strategy strong. When you focus on what you know best, you gain a clearer view of potential investments. This clarity can help you navigate market shifts with greater confidence and resilience than when you’re taking on an investment with more unknowns. In this episode, Phil and Danielle discuss how your perspectives can change over the years, and how expanding and refining your circle of confidence can use that change to your advantage. If you’ve found your circle of competence and you’re ready to invest, click here for your free copy of How To Pick Stocks: The 5-Step Checklist for help with identifying which businesses are right for you: https://bit.ly/3ros8mU Topics Discussed: Figuring out “wonderful” Qualitative vs quantitative analysis Continuous education Circle of competence Finding your “one thing” Rule #1 of investing Resources Discussed: Groundhog Day City Slickers Learn more about your ad choices. Visit megaphone.fm/adchoices

December 10, 2024

InvestED: The Rule #1 Investing Podcast

Phil and Danielle discuss how an investor's mental traits such as discipline, patience, and detachment are more important than their IQ in investment success. They also examine the ongoing Google antitrust trial and its potential impact on the tech industry.

December 05, 2024

InvestED: The Rule #1 Investing Podcast

In this podcast episode, Phil and Danielle discuss their research process on value investing, focusing on Terumo as a case study. They apply the '3 Circles' Exercise to analyze the company, discussing stock trends, transparency, alignment with values, and more.

November 27, 2024

InvestED: The Rule #1 Investing Podcast

In this episode, Phil and Danielle analyze Terumo, a medical technology company, using various investment principles to evaluate its fundamentals while discussing the impact of consistent financial data. They also touch on the topic of increased access to investment information.

November 26, 2024

InvestED: The Rule #1 Investing Podcast

Danielle discusses her concept of financial success and what 'losing' money means to individual investors, with topics including gift giving and the 'either way' account, during this holiday season.

November 16, 2024

InvestED: The Rule #1 Investing Podcast

Phil & Danielle discuss their personal experiences during October including COVID-19, Brazilian weddings, and US elections. They also debate potential economic impacts of the 47th administration, inflation hedges, and historical references like Nixon and Carter's economic policies.

November 07, 2024

InvestED: The Rule #1 Investing Podcast

Discusses investing during uncertain times such as market reactions to war in Ukraine and finding antifragile companies in this climate. Guests Phil Town and Danielle touch upon inflation, depression and recessions. Notable resources include Ray Dalio's prediction of 100-year depression and Taleb's book 'Antifragile: Things That Gain from Disorder'

October 18, 2024

InvestED: The Rule #1 Investing Podcast

During tense political times like the upcoming elections and amidst Covid-19, it's crucial to manage stress for rational investing decisions. Focus on buying solid companies within your circle of competence, practice self-care and mindfulness for emotional stability, and avoid costly investment mistakes.

October 12, 2024

InvestED: The Rule #1 Investing Podcast

Phil and Danielle discuss navigating growth dilemmas in value investing, focusing on potential downsides like negative environmental and societal impact of big tech companies, competition, and moral ambiguities; topics include industry giants, competition, ethics, Sprouts, and TikTok.

September 27, 2024

InvestED: The Rule #1 Investing Podcast

Phil and Danielle discuss corporate tax rates, companies relocating from US, Apple's tax issues in Ireland, business ethics in investing, DEI initiatives/reversals, Bud Light controversy, and ESG, touching on trends like activism and the social component of investing.

September 17, 2024

InvestED: The Rule #1 Investing Podcast

Discussion about the use of cryptocurrency by individuals and corporations, volatility in crypto markets, and regulatory challenges. Topics include Tether, Goldcoin, Apple's Ireland tax troubles, and Coach/Michael Kors merger.

September 12, 2024

InvestED: The Rule #1 Investing Podcast

Phil and Danielle discuss how to assess a debt-burdened company's value using the 10 cap formula for more informed investment decisions. They also touch upon unpredictability in investing with Tesla as an example.

September 06, 2024

InvestED: The Rule #1 Investing Podcast

Phil and Danielle discuss Warren Buffett's strategies, value investing, real-life investing, investing in trusted management, Formula 1 stock, and share tips from The Innovation Stack, Bill Ackman’s 8 Principles, and Phil’s Go-To Investing Checklist. They emphasize understanding the business behind a stock before investing, using Formula One as a case study to demonstrate this concept.

August 30, 2024

InvestED: The Rule #1 Investing Podcast

Discusses a change in Lululemon's warranty policy and examines alterations in warranty policies of Aldi, Dr. Martens, and Patagonia. Investigates the implications for value investors.

August 23, 2024

InvestED: The Rule #1 Investing Podcast

Phil and Danielle discuss difficulty in reevaluating investments due to personal attachment and communicate lessons learned from Phil's own investment experiences involving Bank OZK and divergent goals causing erosion of trust. Also touched upon are concerns regarding Paris Olympics, athletic sponsorships, VIX.

August 13, 2024

InvestED: The Rule #1 Investing Podcast

In this podcast episode, Danielle discusses how wisdom from Warren Buffett's letters to shareholders during financially unstable periods in the 1970s and 1980s could help investors navigate today's uncertain times. Topics include investing into companies with little debt, prioritizing purchasing power gains, and Buffett’s thoughts on indexing investments to inflation.

August 09, 2024

InvestED: The Rule #1 Investing Podcast

Value investors might limit research to find undervalued companies with future growth potential, even if less passionate about them. This strategy ensures portfolio reflects values and balances stability/growth with personal interests.

August 01, 2024