468- Ten Billion
InvestED: The Rule #1 Investing Podcast
by Phil Town & Danielle Town
3w ago
The world’s best investing minds have made fortunes that most people can barely dream of in their lifetimes, but having a successful portfolio doesn’t require the highest IQ, an office full of analysts, or access to top secret information. Understanding your own strengths and being able to identify the fields that are of interest to you are crucial components of a fruitful investing practice, and maintaining a limited scope in your research and analysis can help you maintain focus and avoid wasting energy on superfluous data. This week, Phil and Danielle take a look (and listen) to the lates ..read more
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467- More Ulta Issues
InvestED: The Rule #1 Investing Podcast
by Phil Town & Danielle Town
1M ago
InvestED Episode #467: More Ulta Issues As investors the world over grapple with the rapidly changing financial landscape, where ETFs, meme stocks, and cryptocurrencies are all carving out their own space in a well-established ecosystem, how do value investors gauge the future of a business? While some might see these changes as a massive disruption to the market at large, there are others who, from a Buffett perspective, see the same cycle of boom/bust/reset playing out as it’s done so many times in the past. This week, Phil and Danielle continue from their jumping off point of the cosmeti ..read more
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466- Ulta's Makeup Weather Part 2
InvestED: The Rule #1 Investing Podcast
by Phil Town & Danielle Town
1M ago
The digital age, with all of its monopolies and consolidation across various markets, has also seen a rise in innovation and small companies seeing success by having unprecedented access to consumers through new channels of commerce and communication. With market stability and consumer confidence taking hits in recent years, small luxuries like makeup continue to do well despite the struggles of luxury brands in general.  With the success of some niche brands in this highly competitive and specialized sector of cosmetics, what does the weather look like for some of the more established p ..read more
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465- Ulta's Makeup Weather Part 1
InvestED: The Rule #1 Investing Podcast
by Phil Town & Danielle Town
1M ago
How important is investing to the economy at large? While companies don’t see a direct increase on their bottom line from the secondary market, it can be very important in helping to determine the value of a business and the drive interest in the primary market. For value investors, having a strong understanding of a business’s weather, i.e. their moat, competitive advantage, and other factors that determine their long-term success, is paramount to generating returns on a multi-year timeline. From the Rule #1 perspective, that’s the key difference between investing and simply gambli ..read more
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465- Ulta's Makeup Weather
InvestED: The Rule #1 Investing Podcast
by Phil Town & Danielle Town
1M ago
How important is investing to the economy at large?  While companies don’t see a direct increase on their bottom line from the secondary market, it can be very important in helping to determine the value of a business and the drive interest in the primary market. For value investors, having a strong understanding of a business’s weather, i.e. their moat, competitive advantage, and other factors that determine their long-term success, is paramount to generating returns on a multi-year timeline.  From the Rule #1 perspective, that’s the key difference between investing and simply gamb ..read more
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464- Not-So-Secret Weapon
InvestED: The Rule #1 Investing Podcast
by Phil Town & Danielle Town
1M ago
A crystal ball would be the ultimate tool for any investor, but given that we’re not living in a fantasy world, how do top investors prepare for an uncertain future? With the inevitability of market downturns, finding a balance between generating returns and being ready to strike when the iron is hot can be a tricky position to navigate.  Discovering that equilibrium, along with the patience to hold on through the ups and downs once you’ve bought into a great company, can be what makes or breaks a portfolio in the long run. On this week’s episode, the deep analysis of the 2023 Berkshire ..read more
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463- Bad Investment
InvestED: The Rule #1 Investing Podcast
by Phil Town & Danielle Town
2M ago
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 company, and then the stock price begins to decline and you begin to wonder if you’ve made a mistake. Knowing the difference between having confidence in your investing process and being arrogant or blindly confident in a position can allow investors to act on proven strategy as opposed to being driven by fear and emotion.  Having a long-term outl ..read more
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461- Buffett's Bertie
InvestED: The Rule #1 Investing Podcast
by Phil Town & Danielle Town
2M ago
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 willingness to keep yourself informed about your investments. In a world full of people rabidly vying for your attention in every imaginable arena, knowing how to focus that attention on what’s important while weeding out the noise of the pundits and snake oil salesmen is what separates successful investors from the rest of the pack. In this week’s show, Phil ..read more
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460- Heliski, Brands, and Buffett
InvestED: The Rule #1 Investing Podcast
by Phil Town & Danielle Town
3M ago
“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 common trope in 21st century consumer culture, how does that sentiment hold up when the rubber meets the road? In these times of inflation, shrinkflation, and other types of -ations that we’ve yet to ascribe catchy names to, some brands are seeing once-loyal customers jump ship and look for better value as prices rise. While some brand relationships ca ..read more
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459- FROM THE VAULT: Reducing Basis With Dividends
InvestED: The Rule #1 Investing Podcast
by Phil Town & Danielle Town
3M ago
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 returns and provide a steady income stream. They discuss the strategy of reducing risk by 'getting your money off the table' through dividend-producing companies. But remember, while dividends offer stability and returns, they're not without their tradeoffs. We'll uncover the complexities of managing dividend-paying companies and navigating potential risks ..read more
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