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InvestED: The Rule #1 Investing Podcast

Latest episodes

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Aug 23, 2022 • 39min

383- Google's Regulatory Risk (Part 1)

How do you get to the point where you like a company a lot, and want to invest, but in doing your homework, you end up coming up with convincing reasons not to buy it? This week on InvestED, Phil and Danielle circle back to their discussion on Google, specifically, its regulatory risks that may convince believers in the company to consider not investing. Tune in to this week’s podcast to learn more about Google’s unique position, its risks, and other world happenings to keep in mind when it comes to investing in big companies. To learn more about how to responsibly plan for a successful investing future, download Phil’s 12-Month Financial Success Planner: https://bit.ly/3AmNEud Resources Discussed: Ray Dalio’s LinkedIn Ray Dalio’s Principles for Dealing with the Changing World Order The Big Short Movie Topics Discussed: Investing during world conflict Regulatory Risk Regulatory intervention Confirmation bias Inversions For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 17, 2022 • 18min

382- Investing on Vacation

This week on InvestED, Phil and Danielle are taking a break from talking about Google’s finances to talk about a more prominent topic, especially as people wrap up vacations and breaks away from work: investing when you’re tired, busy, or on vacation.Truth is, when it comes to long-term investing, you don’t need to have your nose in the numbers every day, or even every week. If you feel tired, take a break!One of the benefits of investing the Rule #1 way – long-term investing – is that you don’t have to be as attentive on a daily basis to what the market is doing, the way you’d have to pay attention if you were a short-term trader. Tune in to this week’s podcast to learn more about how to stay on top of your portfolio, even when you need to step away for a bit and put your energy somewhere else.To learn more about how to plan for a successful investing future while still being able to take and enjoy time off for things like vacation, download Phil’s 12-Month Financial Success Planner: https://bit.ly/3AmNEud Resources Discussed:12-Month Financial Success PlannerTopics Discussed: Short Term Trading Long Term Investing Warren Buffett Investing Strategy For show notes and more information visit www.investedpodcast.com  Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 9, 2022 • 39min

381- What Happened to Google?

As inflation takes off and the federal reserve raises interest rates, making a recession more likely, what happens to the value of high growth and FAANG companies? In this episode of InvestED, Phil and Danielle dig into what has and could happen to Google’s growth and price, and what that means for you as an investor.Between Google’s unique way to track and store data, ad-revenue generation, and changing data and privacy laws, tune into this episode of InvestED to learn more about the strategic position Google (now Alphabet) has on the market and what it means to investors.To understand whether or not investing in certain businesses is right for you, download Phil’s 4 Ms to Successful Investing Guide: https://bit.ly/3JlhmTm Resources Discussed:GOOG on the NASDAQTopics Discussed: Warren Buffett Style Investing Google’s price Data collection and regulation FAANG Stocks Network Moats Google’s Moat For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 8, 2022 • 30min

380- FAANGM Stocks

After spending weeks discussing Netflix, Phil and Danielle dig into the other FAANGM Stocks: Facebook (now Meta), Amazon, Apple, Netflix, Google (now Alphabet), and Microsoft.Specifically, Phil and Danielle dig into Google this week. Covering everything from YouTube and Ad Revenue to Google Cloud and Google Play, you’ll learn how the online giant sets itself apart from the others and continues to grow, despite rapid change and competitors in spaces like streaming. Essentially, Google-- now Alphabet -- is as close to a monopoly as you can get. To learn more about how to know if investing in certain businesses is right for you, download Phil’s 4 Ms to Successful Investing Guide: https://bit.ly/3JlhmTm Resources Discussed: Rule #1 YouTube Channel GOOG on the NASDAQ Topics Discussed: FAANGM Stocks Google’s Moat For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 2, 2022 • 35min

379- Netflix Earnings

After Netflix’s quarterly earnings meeting, the company’s value seems to have risen. During the meeting, Netflix talked about its free cash flow, explained how they expect it to grow in the future, what the future of the platform looks like, and more. From the creation of new popular content to switching to an ad-based subscription model, Netflix continues to tinker with how to provide the most long-term value for their customers, as well as investors. This week on InvestED, Phil and Danielle dig deeper into the changes happening within Netflix and its earnings to help you better understand the nuances, values, and risks associated with investing in a company like Netflix.To learn more about what types of questions to ask and what you need to understand to invest with success, download Phil’s 4 Ms to Successful Investing Guide: https://bit.ly/3zCiorb Resources Discussed: Netflix Part 1 Netflix Part 2 Netflix Part 3 Netflix Questions Quarterly Report Rule #1 Toolbox Topics Discussed: Earnings Reports Free Cash Flow Ad-based subscription Real Owner Earnings For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 19, 2022 • 9min

378- Netflix Questions

After digging into the important details you need to know about investing in a company like Netflix, there were still some listener questions left unanswered. This week on InvestED, Danielle is getting to all of those questions to help provide more clarity for you when trying to understand Netflix’s business model and if it’s right for you to invest in or not. To learn more about what types of questions to ask and what you need to understand to invest with success, download Phil’s 4 Ms to Successful Investing Guide: https://bit.ly/3zCiorb Resources Discussed: Netflix Part 1 Netflix Part 2 Netflix Part 3 Netflix Q2 Investor Call Topics Discussed: Debt Free Cash Flow Budling of Streaming Services Culture of Management For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 12, 2022 • 44min

377- Netflix Price

In their final show on the investing question mark that is Netflix, Phil and Danielle use the entertainment and streaming company as a case study to help you understand how to handle investing in a company if you can’t figure out if it has an intrinsic value.While most of the companies you invest in seem to be clear-cut, there could be some outliers. So how do you handle them? What are the red flags? How do you identify the moat?Tune in to this episode of InvestED to learn how to invest in riskier businesses and identify their moats, and why it’s important to buy wonderful businesses at fair prices instead of fair businesses at wonderful prices. To learn more about what types of questions to ask and what you need to understand to invest with success, download Phil’s 4 Ms to Successful Investing Guide: https://bit.ly/3zCiorb Resources Discussed: Netflix Part 1 Netflix Part 2 Netflix Part 3 Ben Graham’s Formula InvestED Book Rule #1 Book Topics Discussed: Valuation  Big moat businesses Margin of safety Debt Basic investing rules For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 6, 2022 • 33min

376- Netflix (Part 3)

Continuing their discussion on the biggest investment question mark that is Netflix, Phil and Danielle dig deeper into helping you figure out complex, and seemingly impossible to invest in companies. The Towns provide a refresh on investing basics, like what a Moat is, and how getting back to those basics can help you better understand the biggest investing questions you have, even around difficult companies to understand, like Netflix.Learn how to answer the hard questions about confusing companies like Netflix and figure out what they’re worth and what their future can look like in this episode in InvestED.To learn more about what types of questions to ask and what you need to understand to invest with success, download Phil’s 4 Ms to Successful Investing Guide: https://bit.ly/3zCiorb Resources Discussed: Netflix 10-K Netflix Part 1 Netflix Part 2 Topics Discussed: Depreciation and amortization of content Moats and intrinsic value Rule #1 investing basics Netflix’s moat For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 29, 2022 • 32min

375- Netflix (Part 2)

Continuing their discussion on the biggest investment question mark that is Netflix, Phil and Danielle dig deeper into helping you figure out complex, and seemingly impossible to invest in companies. While Netflix may be almost impossible to understand and wrap your head around investing in, there’s still value in looking at it through the lens of basic Rule #1 investment practices that will help you learn how to avoid confirmation bias and invest logically. Tune in to this episode of InvestED to hear what we can learn about investing from complex companies like Netflix, and people that do choose to invest in them. To learn more about what types of questions to ask and what you need to understand to invest with success, download Phil’s 4 Ms to Successful Investing Guide: https://bit.ly/3zzKVOd Resources Discussed:Netflix 10-KTopics Discussed: Confirmation bias Investing in companies that are “too hard” Rule #1 investing basics Understanding moats and management For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 21, 2022 • 40min

374- Netflix

After a long-awaited couple of weeks, this week on InvestED, Phil and Danielle are digging into the big investing question mark: Netflix.On the surface, the technology and entertainment company seems to be doing well, however, there’s one big elephant in the room: it doesn’t have free cash flow.This is a huge red flag in the world of Rule #1 Investing, and something that typically leads Warren Buffett and Charlie Munger to avoid investing in a company. But that doesn’t necessarily mean Netflix isn’t a good investment opportunity.Join Phil and Danielle this week as they dig into how to understand a complicated company like Netflix and how to decide if it’s the right investment for your portfolio and long-term success. To learn more about what types of questions to ask and what you need to understand to invest with success, download Phil’s 4 M’s to Successful Investing Guide: https://bit.ly/3zzKVOd Resources Discussed:Netflix 10-KTopics Discussed: Free Cash Flow Debt Earnings Depreciation Schedule For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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