456- Buy Side Weather Matrix
InvestED | The Rule #1 Investing Podcast
by Phil Town & Danielle Town
6d ago
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 information and extraneous data is an indispensable tool in the investor’s kit. If jumping into the deep end of the S&P 500 seems like a daunting proposition, keeping your investing practice focused on a smaller scale can make the process of understanding “the weather” a much more manageable task. Keeping the boundaries of your research close ..read more
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455- Weather Matrix Part 2
InvestED | The Rule #1 Investing Podcast
by Phil Town & Danielle Town
2w ago
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 having a handle on a company’s worth and a clear gauge on one’s own understanding are both vital in making investment decisions, what other factors can—or should—influence the process? The fundamental feeling of excitement or intrigue can be a divining rod in terms of pursuing investment opportunities, and though it can be easy to get caught up in the ..read more
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454- Weather Matrix
InvestED | The Rule #1 Investing Podcast
by Phil Town & Danielle Town
3w ago
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 piece of your time, how can you know when you’re spending too much of that limited resource on your investing research? With decades of investing experience and a bit of basic mathematics, Phil explains a tool to classify companies into four groups based on their price/value ratio and the investor’s understanding of the business. If you find y ..read more
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453- The Weather- Numbers Almost Enough
InvestED | The Rule #1 Investing Podcast
by Phil Town & Danielle Town
1M ago
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 fingertip, how can we know what information is useful for research and what can safely be left out of our analyses? Whether you’re looking into a company’s direct competitors or doing a bird’s eye view of a whole market sector, knowing when to go deeper vs when to stop digging is an incredibly useful skill to have in the world of 21st century global finan ..read more
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452- The Weather
InvestED | The Rule #1 Investing Podcast
by Phil Town & Danielle Town
1M ago
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 overregulation to corporate mismanagement, there are risks inherent to investing that we can identify and include in our analysis for a more complete picture of the economic landscape. Staying current with the news doesn’t just make for a good citizen, but a good investor as well. Join our hosts as they discuss Argentina, Medicare, CEO compensation, and why all of ..read more
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451- Happy New Year!
InvestED | The Rule #1 Investing Podcast
by Phil Town & Danielle Town
1M ago
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 a moment to celebrate the journey we've taken together and the exciting opportunities that lie ahead. To start your new year by planning for the ones to come, click here to get a free copy of our “Rule of 72” Cheat Sheet and gain a better understanding of retirement planning: https://bit.ly/47awVb6 Learn more about your ad choices. Visit megaphone ..read more
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450- FROM THE VAULT: The Fed & Inflation (Part 1)
InvestED | The Rule #1 Investing Podcast
by Phil Town & Danielle Town
1M ago
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 inflation was still climbing rapidly? Understanding the Federal Reserve's interest rate maneuvers and their correlation with inflation is vitally important for assessing investment opportunities. The intricate dance between interest rates and the economy can impact borrowing, spending, and investment behaviors, so it’s crucial to keep up ..read more
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448- FROM THE VAULT: Charlie Munger’s 3 Ways to Build a Great Portfolio
InvestED | The Rule #1 Investing Podcast
by Phil Town & Danielle Town
2M ago
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 gems that can transform an ordinary investment portfolio into a stellar one. Join us as we explore the wisdom of investment gurus, uncover the power of "cannibal companies," and unearth the untapped potential of valuable spin-offs. As we look back on the life and lessons of one of the investing world’s heavyweights, we learn how these insights can elevate ..read more
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447- Thank You, Charlie Munger
InvestED | The Rule #1 Investing Podcast
by Phil Town & Danielle Town
2M ago
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 of gratitude to Charlie and the wisdom he’s contributed to the investing community over the past several decades. The legacy he leaves behind—from his outsized impact on the business world to the Mungerisms he was so fond of sharing—will be irreplaceable to those who looked to his guidance in their practice of value investing. For a peek into some of t ..read more
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446- Grateful
InvestED | The Rule #1 Investing Podcast
by Phil Town & Danielle Town
3M ago
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 and long-term growth potential of investments. By conducting thorough research and understanding the genuine value of investments, value investing offers a sense of security that traditional trading cannot. It's a method rooted in solid evaluation, making it a less intimidating option for those uneasy about the inherent unpredictability of investing and ..read more
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