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InvestED: The Rule #1 Investing Podcast

Latest episodes

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Jul 24, 2024 • 37min

475- Expert Help

Discover the world of micro-cap companies and the role of expert networks in identifying investment opportunities. The hosts weigh the value of expert guidance against DIY research, emphasizing the importance of reliable resources. Learn about financial literacy essentials, including understanding key financial statements. Enjoy a humorous take on niche investing, like a company dedicated to making envelopes. They wrap up by discussing the balance between expert opinions and personal experience in navigating investment decisions.
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Jul 9, 2024 • 35min

474- Bad Blood

Learn how confirmation bias can deceive investors and the importance of spotting red flags. Explore the world of scuttlebutt investing and the cautionary tale of Theranos. Find out how to safeguard your portfolio by becoming a reporter for your own newspaper.
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Jul 5, 2024 • 31min

473- Last of the Mohicans

Explore the importance of reading broadly in investing, learn about the frontier economics of Daniel Boone, and understand the value of unconventional thinking in value investing. Dive into the risks of hubris and confirmation bias in making investment decisions, and discover how a comprehensive worldview can lead to success in the investment world.
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Jun 25, 2024 • 37min

472- Succession

The podcast discusses Warren Buffett's investing philosophy, succession planning at Berkshire Hathaway, the importance of understanding businesses over stocks, and emotional resilience in investing. Topics include Instagram, Dataroma/Gurufocus, institutional imperative at Berkshire, and potential market impact of key figure passing away.
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Jun 20, 2024 • 4min

471- Pool Party Investing Practice

The podcast discusses how engaging in deeper conversations during summer social gatherings can provide valuable investing practice ideas. It emphasizes the importance of integrating investing practice into everyday interactions to gain insights from friends' diverse knowledge and expertise.
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Jun 14, 2024 • 47min

470- FROM THE VAULT: GameStop and Short Squeezes

The market is a thrilling arena for investors in the internet age. Due to the previously unimaginable connectivity afforded to the public by the internet and social media, we’ve seen coordinated efforts by online investors who’ve used message boards to engineer short squeezes against hedge funds, like with the highly-publicized story surrounding GameStop.A short squeeze occurs when investors betting on a stock's decline are forced to buy shares to cover their positions, driving the price up further. This phenomenon was vividly demonstrated with GameStop, causing substantial losses for hedge funds and prompting a regulatory response.In this week’s throwback episode, we check back on the early days of the ongoing GameStop/Reddit saga to see where it all began.To discover your investing weaknesses and learn how to manage your money smarter, click here to take the Rule #1 Investing Personalities Quiz:  https://bit.ly/468F8eWTopics Discussed: Reddit GameStop Robinhood Shorting stocks SEC regulation Resources Discussed:Chamath Palihapitiya interview Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 2, 2024 • 39min

469- FROM THE VAULT: What Nike’s New Campaign Means for Their Stock

The podcast discusses the impact of Nike's ad campaign on their stock, the transformation of a football athlete into an iconic figure known for activism, and the influence of marketing campaigns on stock prices. It also explores socially responsible investing, ethical considerations in investment choices, and evaluating a company's values beyond marketing tactics.
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May 21, 2024 • 34min

468- Ten Billion

Explore key takeaways from the Berkshire Hathaway shareholder meeting, market indices, importance of mentorship, investing in your interests, and finding your circle of competence. Discover investing strategies, market trends, investment knowledge opportunities, and delve into Greg Abel's performance and succession planning.
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4 snips
May 15, 2024 • 36min

467- More Ulta Issues

InvestED Episode #467: More Ulta IssuesAs investors the world over grapple with the rapidly changing financial landscape, where ETFs, meme stocks, and cryptocurrencies are all carving out their own space in a well-established ecosystem, how do value investors gauge the future of a business?While some might see these changes as a massive disruption to the market at large, there are others who, from a Buffett perspective, see the same cycle of boom/bust/reset playing out as it’s done so many times in the past.This week, Phil and Danielle continue from their jumping off point of the cosmetics industry to tell us why the difference between growth and value stocks isn’t nearly as significant as establishing the value of the business in order to plan for the future.For some great tips on what to do (and what not to do) when building your value investing portfolio, click here for your free copy of 10 Do’s and Don’ts of Successful Investing:  https://bit.ly/3XyEDbDTopics Discussed: P/E ratio Wall Street vs value investing future outlook Growth stocks Intrinsic value ETFs Resources Discussed:The Weather Matrix Learn more about your ad choices. Visit megaphone.fm/adchoices
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May 7, 2024 • 27min

466- Ulta's Makeup Weather Part 2

The digital age, with all of its monopolies and consolidation across various markets, has also seen a rise in innovation and small companies seeing success by having unprecedented access to consumers through new channels of commerce and communication.With market stability and consumer confidence taking hits in recent years, small luxuries like makeup continue to do well despite the struggles of luxury brands in general.  With the success of some niche brands in this highly competitive and specialized sector of cosmetics, what does the weather look like for some of the more established players in the makeup industry?This week, Phil and Danielle wrap up their discussion about the beauty industry and the way that boutique brands might affect the bottom line for the big names in cosmetic products.If you want a huge clue as to whether or not you’re looking into a business that will deliver predictably strong returns, don’t miss out on your free copy of The Big 5 Numbers Guide:  https://bit.ly/3psMESQTopics Discussed: ETFs Augustinus Bader Victoria Beckham Beauty Ulta Sephora Kering LVMH D2C vs retail Cosmetic science Resources Discussed:Lisa Eldridge Learn more about your ad choices. Visit megaphone.fm/adchoices

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