InvestED: The Rule #1 Investing Podcast
481 episodes - English - Latest episode: 4 days ago - ★★★★ - 1.5K ratingsPhil Town is a hedge fund manager and author of 3 New York Times best-selling investment books, Invested, Rule #1, and Payback Time. On the InvestED podcast, Phil and his daughter Danielle shine a light on the successful investing strategies that gurus like Warren Buffett have used for 80 years. Listen in for a great stock market education on basics, learn how to invest on your own, and follow along with real-time examples and investing tips from week to week. Subscribe and leave a review. Questions? Email [email protected].
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Episodes
80- Back to Basics: Finding the Moat
October 18, 2016 17:28 - 48 minutesThis week we are revisiting Charlie’s third principle that separates investing from speculation, finding the moat. A moat is an integral component of a business that protects it against competition. We will explain the 6 ways that companies build and secure their moat. For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
79- Back to Basics: Are You Capable of Understanding the Business? (Pt.2)
October 11, 2016 17:50 - 42 minutesAsk yourself, “is reading about this business fun or a root canal?” This week on InvestED we are revisiting Charlie Munger’s first principle of being capable of understanding a business. Last week we learned that you may be capable of understanding a business if you have some basic experience with that business or industry. Now, we will explore how to evaluate your own level of understanding of the business. For show notes and more information visit www.investedpodcast.com Learn more about yo...
78 - Back to Basics: Are You Capable of Understanding the Business?
October 04, 2016 18:59 - 44 minutesBeing good at skiing may not mean you will be excellent at snowboarding on the first try, but it does provide you with an understanding of winter sports which you can then grow upon. This week on InvestED we are diving into Charlie Munger’s first principle of finding great companies. We will explain what it means to be capable of understanding the business and the level of understanding that is ultimately recommended before investing in a company. For show notes and more information visit ww...
77- Back to Basics: 5 Ways to Find Great Companies
September 27, 2016 20:42 - 46 minutesIt is easy to find great companies on sale every day to invest in. The key is determining which ones speak to you, and which ones you are capable of understanding. Last week we went over the 3 circles to determine the right neighborhood for you to invest in. Today on InvestED, we are going back to basics once again by covering 5 ways to find the perfect home to invest in within your neighborhood. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choic...
76- Back to Basics: The 3 Circles Exercise
September 20, 2016 22:39 - 52 minutesLong term investing that provides low risk and high rates of return might sound imaginary, but we know it’s possible! But, if value investing is so great, then why doesn’t everyone do it? As Charlie Munger puts it, the concepts behind value investing are so simple and obvious, they can’t be taught in schools. There just isn’t enough content to fill an entire semester, so what would the teachers do? Today on InvestED we are starting a “Back to Basics” series. We will focus on the key concepts ...
75- What Happened to Horsehead Holding?
September 13, 2016 22:16 - 42 minutesWith any type of investing comes a certain level of risk. While it is great to celebrate our victories, we must also reflect on our failures and find the valuable lessons learned. This week on InvestED we are going over what exactly happened with Horsehead Holding (ZINC), how Phil was involved, and the lessons that were learned from this experience. For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
74- From the Vault: Dharma and Being Mindful About Money
September 06, 2016 19:32 - 37 minutesThis week we’re taking a small break. We’ve chosen one of our favorite episodes from the past that you may have missed. We talk about the concept of dharma and finding purpose in the things that we enjoy doing. We also discuss the difference between making a promise to yourself and setting goals. Investing starts with making a promise to yourself to do it. For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
73- From the Vault: Guns, Harleys, & Cruise Ships
August 30, 2016 19:46 - 48 minutesThis week and next week we're taking a small break to spend some time with family. But don't worry, you don't have to miss any of InvestED because we've chosen some of our favorite episodes from the past that you may have missed. In this episode we discuss how to put your money where your mouth is. We talk about the joys of investing, how to find a business you love and want to know more about, and ways to make investing fun. Enjoy! For show notes and more information visit www.investedpodcas...
72- How to Get High Returns by Sitting in Cash
August 23, 2016 17:50 - 37 minutesThis week we explain what to do with your money while waiting for the next great company and how sitting in cash can still produce high returns. For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
71- Business Valuation Checklist (Part 2)
August 16, 2016 19:55 - 38 minutesWhy don't the most successful investors live near Wall Street? This week on InvestED Podcast we'll explore the concept of groupthink and show the trusted gurus are able to avoid it. We will also revisit the business valuation checklist we established last week and dive into the remaining eight items on the list. For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
70- Business Valuation Checklist
August 09, 2016 19:55 - 33 minutesHow do you determine the value of a business? This is the topic we have been focusing on for the last several weeks. We've gone through several valuation methods, such as Margin Of Safety, Payback Time and Cap Rate. This week I'm sharing with you the short and simple checklist that I have created to help you determine the value of a business in 11 steps that will work with all any of the valuation methods we have discussed. For show notes and more information visit www.investedpodcast.com Le...
69- Understanding Free Cash Flow
August 02, 2016 21:29 - 37 minutesWhat is a real investment? This week we discuss how to spot a ‘real investment’ by using a company’s free cash flow and how this method differs from the valuation method outlined in my book, Payback Time. We’ll also go over the two types of fund managers and share why they don’t follow Rule #1 style investing. For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
68- How to Find Financial Data Online
July 26, 2016 20:24 - 43 minutesHow do you find company financial data online? This week on InvestED we’re answering a question from Jacob, who found that two online financial calculator sites are reporting a very different number for Netflix’s free cash flow. We will walk through the process of how to find this number on each of these sites and show you how to go straight to the source and easily calculate free cash flow from the company’s financial statements. It’s not as hard as you may think, and you’ll be getting the m...
67 - The Rule of 72
July 19, 2016 17:12 - 48 minutesHere is an easy way to think about value investing: Investing is like going to a garage sale and buying a bike in perfect shape for $50 that you could have bought for $100 at the store. What you’re buying is worth more than what you are paying. This week on InvestED we explain the difference between investing and speculation and why not everyone agrees on their definitions. We also dive deep into the Rule of 72 and teach you how to estimate your compounding rate of return. For show notes and ...
66- How Dividends Fit in with Rule #1 Style of Valuation
July 12, 2016 17:00 - 39 minutesHow do dividends factor into the valuation of a business? This week on InvestED we answer this frequently asked question by diving deeper into valuation. We explain how using dividends to estimate the value of a business could result in missed opportunities, and how your short term financial goals may change the way you look at dividends altogether. Learn more about your ad choices. Visit megaphone.fm/adchoices
65- Investing in your Financial Life Overview
July 05, 2016 22:17 - 43 minutesThis week on InvestED we discuss why you need to start investing in your financial life and stop letting fund managers and advisors control your money. We will also share some of our favorite books written by big names in the value investing world. Remember, to get the most out of your money, you must be committed to continually learning. For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
64 - Understanding Dividends
June 28, 2016 17:48 - 52 minutesWhy is investing a lot like yoga? This week we acknowledge the fact that investing is a practice, much like yoga, requiring time and discipline to get the most out of it. We also dive into cash flows and dividends and find out if a company’s financial standing can be determined by their dividend payout schedule. For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
63 - Value Investing and Your Canyon
June 21, 2016 17:59 - 49 minutesThis week on InvestED, we’re breaking down how to invest like the best investors in the world. We’ll cover value investing and how it has changed over the years. We will also share some of our tips on how to avoid becoming overwhelmed by investing. For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
62- Our 1-Year Anniversary Episode!
June 14, 2016 17:37 - 33 minutesIt’s our One-Year Calendar Anniversary on the InvestED Podcast! One full year of learning, growing, and most importantly, laughing. Thank you all for being a part of our journey, we’re looking forward to another great year ahead of investing education. In today’s episode, we’re taking a step back to recap all of the most important things we’ve learned over the past year. For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adch...
61- Investing in Real Estate
June 07, 2016 22:30 - 24 minutesThis week on InvestED, we’re talking about real estate investing and discussing the importance of viewing this type of investment as a business. We’ll share how to avoid common mistakes made by most real estate investors, and the ways you can make a real estate investment profitable. For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
60- Zombie Value Evaluation
May 31, 2016 19:56 - 42 minutesHow can a company that appears to be dead still be a valuable investment? Ben Graham used to buy companies like this all the time in the ‘30s. We like to call them “zombie companies,” and in today’s episode, we’re going to go step-by-step through the process of finding out how much a zombie company can be worth, and why you might consider buying one. For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
59- Payback Time Evaluation
May 24, 2016 19:38 - 37 minutesWhat is payback time? This week we discuss the calculation of how long it takes to get your money back from an investment and a great way to figure out what you would buy a private business for. For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
58- Company Valuation Methods
May 17, 2016 18:04 - 39 minutesDo you know how to value a company? This week on InvestED, we dive deeper into the four methods of valuation. We will also take another look at our lemonade stand and use it to illustrate how to use each method. For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
57- How to Be Mindful With Your Money (Part 2)
May 10, 2016 19:50 - 42 minutesWhat does meditation have to do with investing? This week we drill into the depths of great investing and discuss how to be mindful with your money as you invest in your future. We explain the role emotions play in our financial decisions, as well as ways to practice mindfulness in investing and in life. For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
56- How to Be Mindful About Your Money
May 03, 2016 18:27 - 31 minutesWhat does it mean to invest with your values? This week we discuss why it’s important to have control over your money and a say in what it is invested in. Those of you investing in indexes and mutual funds might be shocked to see what your money is being put into. For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
55- Margin of Safety Valuation (Part 2)
April 26, 2016 20:06 - 53 minutesThis week we’re looking at our lemonade stand and running a margin of safety analysis. We decide how much we should pay per share in order to have an excellent return on our investment. For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
54- Margin of Safety Valuation
April 19, 2016 20:24 - 47 minutesThis week we talk about the four numbers you need in order to calculate the intrinsic value of a business. Once we have this value, we’ll apply it to our Lemonade Stand example and be one step closer to determining the price you should pay for a business. For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
53- Equity Bond Valuation
April 12, 2016 19:18 - 44 minutesThis week we are diving deep into our Lemonade Stand and Real Estate examples to learn how to effectively evaluate a company. We’ll talk about market trends, step-by-step calculations and how to get the best return for your investment. For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
52- Capitalization Rate (Part 3)
April 05, 2016 18:07 - 41 minutesThis week we continue on the “Valuation Train” discussing in detail the ways to identify profitable businesses. For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
51- Capitalization Rate (Part 2)
March 29, 2016 17:34 - 36 minutesThis week we continue with our lemonade stand and real estate property. We determine which price we should pay when purchasing a business and how to determine the Capitalization Rate. For more info visit: investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
50- What is Capitalization Rate? (Part 1)
March 22, 2016 23:00 - 35 minutesThank you all for listening to InvestED! We're happy to give you our 50th episode. This week we discuss our lemonade stand from episode 45 and why Capitalization Rate is important. We're really getting into the weeds now. For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
49- The Rise of Robo-Advisors
March 15, 2016 21:43 - 45 minutesAre robo-advisors going to make human advisors obsolete? This week we discuss how robo-advisors invest for you based on the concept of modern portfolio theory. Show notes and more info visit: www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
48- Risk vs. Volatility
March 08, 2016 21:26 - 38 minutesDoes volatility mean that you’re taking more risk? This week we discuss short-term thinking vs. long-term thinking in investing and why your relationship with risk might be related to your thinking. For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
47- How to Know What You Don't Know
March 01, 2016 22:13 - 42 minutesWarren Buffett says he's successful because he knows what he doesn’t know. But what does that really mean? Find out how your upbringing has influenced your investing habits, and how to pass on a “success-minded” influence to others. Show notes and more info visit: www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
46- Most Important Words In Investing: Margin of Safety
February 23, 2016 19:13 - 33 minutesThis week, we dive straight into a Margin of Safety analysis to evaluate a company’s future with simple financial calculations. For show notes and more info visit: www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
45- Payback Time & The Lemonade Stand
February 16, 2016 23:51 - 49 minutesIn this week’s episode, we show how you can value a company with only basic financial understanding, and how to find payback time of a business. - Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series visit: www.investedpodcast.com/rulers - Live Transformational Investing Workshop visit: www.investedpodcast.com/workshop - For questions to be answered on the show, email: [email protected] Learn more about your ad choices. Visit megaphone.fm/adchoices
44- Understanding Chipotle's Value (Part 2)
February 09, 2016 15:36 - 1 hourIf you ask most financial advisors or hedge fund managers, almost all of them will say you should separate your personal values from your investing decisions. In this week’s episode, we discuss why you SHOULD invest based on your values, how to use key metrics in order to value Chipotle, and why McDonald’s has the best Coca-Cola. - Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series visit: www.investedpodcast.com/rulers - Live Transformational Investing Wor...
43- Understanding Chipotle's Value
February 02, 2016 23:53 - 46 minutesWhen you understand the company you want to invest in, and it has meaning to you, the stock market becomes much less risky. This week we create a “story” for Chipotle Mexican Grill and show you the way to go about analyzing any company. - Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series visit: www.investedpodcast.com/rulers - Live Transformational Investing Workshop visit: www.investedpodcast.com/workshop - For questions to be answered on the show, emai...
42- Speculating vs. Investing
January 26, 2016 23:29 - 41 minutesBefore buying a company, Rule #1 Investors do a ton of research to ensure the company they are buying meets Charlie Munger’s 4 key principles: meaning, moat, management, and margin of safety. In this week’s episode, we discuss the difference between investing and speculating, and why the term “risky investing” is an oxymoron. - Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series visit: www.investedpodcast.com/rulers - Live Transformational Investing Worksho...
41- Don't Be Greedy, Stay Rational, and Understand What You're Buying
January 19, 2016 23:35 - 35 minutesIn this week’s episode, we discuss the importance of analyzing a business to ensure you’re getting a great deal, the similarities between buying real estate and buying stocks, and the role emotions play in all buying decisions. - Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series visit: www.investedpodcast.com/rulers - Live Transformational Investing Workshop visit: www.investedpodcast.com/workshop - For questions to be answered on the show, email: questi...
40- Is Now a Good Time to Buy Chipotle?
January 12, 2016 22:31 - 47 minutesThis week, we discuss why you’ll probably never be taught how to invest in college, how market crashes occur, and if Chipotle’s recent E. coli outbreak constitutes an event that may make it a stock worth buying. - Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series visit: www.investedpodcast.com/rulers - Live Transformational Investing Workshop visit: www.investedpodcast.com/workshop - For questions to be answered on the show, email: questions@investedpodc...
39- What a Market Drop Means to Rule #1 Investors
January 05, 2016 22:42 - 34 minutesWe discuss how the DOW drop affects you as a Rule #1 Investor, the new Hollywood hit “The Big Short,” and why you probably shouldn’t watch CNBC. -Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series visit: www.investedpodcast.com/rulers - Live Transformational Investing Workshop visit: www.investedpodcast.com/workshop - For questions to be answered on the show, email: [email protected] Learn more about your ad choices. Visit megaphone.fm/adchoices
38- Investing in Commodities(Part 2)
December 29, 2015 17:44 - 39 minutesWe explore the different ways you can invest in commodities, whether or not they keep up with inflation, and in what scenarios they could be a worthwhile investment despite their inherent risk. - Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series visit: www.investedpodcast.com/rulers - Live Transformational Investing Workshop visit: www.investedpodcast.com/workshop - For questions to be answered on the show, email: [email protected] Learn more...
37- Investing in Commodities
December 22, 2015 19:31 - 38 minutesThe only knowledge most people have of commodities as an investment is limited to what Hollywood taught us in the 1983 comedy, Trading Places. This week we delve further into commodities and discuss what sets them apart from other types of investments. - Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series visit: www.investedpodcast.com/rulers - Live Transformational Investing Workshop visit: www.investedpodcast.com/workshop - For questions to be answered o...
36- Gold and Investing in Currency
December 15, 2015 21:12 - 51 minutesThis week we discuss the history of money, how we converted to paper currency, and whether or not it’s a wise decision to invest in gold today. - Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series visit: www.investedpodcast.com/rulers - Live Transformational Investing Workshop visit: www.investedpodcast.com/workshop - For questions to be answered on the show, email: [email protected] Learn more about your ad choices. Visit megaphone.fm/adchoices
35- Efficient Market Theory and Bonds
December 08, 2015 20:25 - 49 minutesThis week we discuss the emotional aspect of investing, how to grow when others are fearful, and the various types of bonds. - Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series visit: www.investedpodcast.com/rulers - Live Transformational Investing Workshop visit: www.investedpodcast.com/workshop - For questions to be answered on the show, email: [email protected] Learn more about your ad choices. Visit megaphone.fm/adchoices
34- What is a Real Estate Investment Trust?
December 01, 2015 21:28 - 49 minutesWhat if there was a way to invest in real estate without the hassle of having to manage the property yourself? As part of our ongoing discussion about alternative paths of investing, this week we discuss Real Estate Investment Trusts (REIT). - Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series visit: www.investedpodcast.com/rulers - Live Transformational Investing Workshop visit: www.investedpodcast.com/workshop - For questions to be answered on the show,...
33- Real Estate, Warren Buffett's Farm, and NYC Building
November 24, 2015 19:27 - 52 minutesWe discuss if it’s possible to make real estate a beneficial component of your all-weather financial portfolio. We talk about a couple of books we've been reading, how Warren Buffett bought a farm and if Phil should bring back the snap brim hat. - Show notes and more info visit: www.investedpodcast.com - Live Transformational Investing Workshop visit: www.investedpodcast.com/workshop - For questions to be answered on the show, email: [email protected] Learn more about your ad ch...
32- Can You Make Good Returns By Investing in Real Estate?
November 17, 2015 19:10 - 46 minutesIn this episode, we discuss whether it’s possible to yield high rates of return when you invest in real estate and what "a good rate of return" actually is. - Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series visit: www.investedpodcast.com/rulers - Live Transformational Investing Workshop visit: www.investedpodcast.com/workshop - For questions to be answered on the show, email: [email protected] Learn more about your ad choices. Visit megapho...
31- Annuities and Alternative Investing Ideas
November 10, 2015 19:39 - 35 minutesWe discuss the alternative ways of investing if you’re terrified of the stock market and whether or not annuities can be a beneficial addition to your financial portfolio. - Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series visit: www.investedpodcast.com/rulers - Live Transformational Investing Workshop visit: www.investedpodcast.com/workshop - For questions to be answered on the show, email: [email protected] Learn more about your ad choices...