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InvestED: The Rule #1 Investing Podcast

Latest episodes

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Sep 14, 2022 • 54min

386 - FROM THE VAULT: Real Estate Investing

If you think that because real estate lets you leverage your investment, then the rate of return is much higher than investing in a business, and is, therefore a better place for beginner investors to put their money, think again. This is a commonly held idea that can be completely mistaken. Phil and other expert investors – including Warren Buffett – have owned real estate. From subdivisions to large farms, apartments, commercial property, and single-family homes, if you assess it’s valuable for your investing goals, real estate could be a good option for you.This week on InvestED, in an episode from The Vault, Danielle and Phil discuss whether or not it’s possible to make real estate a beneficial component of a high-performing financial portfolio.Learn more about following the Rule #1 method of successful investing! Click here to download your copy of Phil’s Value Investing Cheat Sheet: https://bit.ly/3qBJfxU Resources Discussed: Atul Gawande Books Fortune Article Topics Discussed: Rule #1 Investing Real Estate Investing Warren Buffet Berkshire Hathaway Letters Risk Management Skuttlebutt All-Weather Portfolio For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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Sep 7, 2022 • 34min

385 - Lost Money

It hurts to lose money – especially after you’ve done all the work you were supposed to do. But you’re human, and even if you follow Rule #1 investing strategies by the book, you will still run a risk.However, it’s important, that when that risk – and possible loss – crosses your investment path, you don’t fall back to hoping the market will climb back into your favor. You must stay disciplined and continue to do what’s best, even if it means taking a rare loss. In this episode of InvestED, Phil and Danielle discuss a recent loss Phil took, despite making textbook investing decisions. See how he overcame it so you know what to do if that happens to you and your portfolio. Learn how to make the best textbook Rule #1 investing decisions that will prepare you for times of uncertainty or rare loss, while still staying in control of your portfolio. Download your free copy of the 4 M’s of Successful Investing: https://bit.ly/3BiRJA1 Topics Discussed: Alibaba Variable Interest Entities (VIEs) Difference between the US and Chinese Stock Exchange Government risk Rule #1 Investing Dealing with losses When to sell Resources:Successful Investing GuideFor show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 31, 2022 • 34min

384 - From the Vault: Best Munger Quotes

“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very intelligent.” — Charlie MungerMunger is the Vice Chairman of the world’s greatest compound interest machine: Berkshire Hathaway, Inc. During the time of his and Warren Buffett’s reign as the leaders of Berkshire, the company has returned roughly 2,000,000% on its initial value. It’s safe to say we can all learn a lot from Charlie Munger.Today’s episode of InvestED is a favorite from the vault, where Phil and Danielle explain some of their favorite Charlie Munger quotes and cover how so many Rule #1 principles are based on his teachings.Get inspired to invest like some of the world's greatest investors, Charlie Munger and Warren Buffett, with this free guide: https://bit.ly/3wGZz3T Topics Discussed: Charlie Munger Rule #1 Investing Principles 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 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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