Canadian Business School, U W O?

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 valuation, company research, and how your decision to include a company in your portfolio should be an iterative process.

You’ll also learn about helpful resources Phil, Danielle, and Rule #1 Workshop attendees use to see success, which are also linked below.

To dive deeper into the checklist, download your own copy of the must-have investing checklist for FREE here: https://bit.ly/303Fs2U 

Topics discussed in this podcast:

• Investing Checklist
• Company Valuation
• Investing Research
• Helpful investing tools
• Case Studies/Historical Examples of Companies that Have Passed the Investing Checklist Steps

Additional resources discussed in this podcast:

• Warren Buffet Partnership Letters
• Warren Buffet Berkshire Letters
• Bill Ackman’s 8 Point Checklist
• Rule #1 Investing Checklist
• Charlie Munger’s 4 Principles of Investing
• Evernote

For show notes and more information visit www.investedpodcast.com.

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