InvestED: The Rule #1 Investing Podcast

At the end of the 1970s and the early 1980s, a decade of financial instability and high inflation rates led Warren Buffett to ponder the correct path forward for Berkshire Hathaway in his letters to shareholders. His solutions in those years could hold some valuable information for investors as we find ourselves once again in turbulent times.While the financial, societal, and cultural contexts have drastically changed over the course of three and a half decades, the underlying business principles and inherent behavioral characteristics can offer insights into how wise investors can find success during times of uncertainty in the modern world.This Vault episode offers us a glimpse into both the recent and not-so-recent past as Danielle considers how a post-pandemic world can benefit from Buffett’s wisdom following one of the most volatile decades of the 20th century. For help with protecting your investments in unstable markets, get your free copy of the Rule #1 Inflation-Ready Checklist: https://bit.ly/3yyrDdSTopics Discussed: Berkshire Hathaway shareholder letters Inflation in the 70s/80s Indexing investments to inflation Investing into companies with little debt Prioritizing gains in purchasing power over earnings Post-housing bubble concerns related to 30 years prior Anti-fragility Resources Discussed: DanielleTown.com Buffett’s 1979 letter Buffett’s 1980 letter Buffett’s 1981 letter Buffett’s 1983 letter Buffett’s 2010 letter Learn more about your ad choices. Visit megaphone.fm/adchoices

Investing in companies that interest you can be more engaging and rewarding on a personal level, but it may not always align with long-term financial success. A core aspect of value investing lies in identifying companies that are undervalued but have strong potential for future growth, even if their business is less fascinating.Additionally, aligning investments with personal values and the way you see the world ensures that your portfolio reflects your beliefs and principles. With a limited lifetime portfolio, it’s crucial to balance passion-driven investments with those that have a solid track record of stability and growth. It makes sense that many people are drawn to flashy consumer-facing businesses, but those aren’t necessarily the best move for every investor.In this continuation of the utility of expert networks, Phil and Danielle discuss how and why value investors might place restrictions on their research process in order to find the best companies to buy, even if it doesn’t fully match their personal passions.If you’re searching for the next business to add to your portfolio, click here for an assortment of Rule #1 investment calculators that can help you identify key metrics in your research process: https://bit.ly/3A57OeCTopics Discussed: Expert help “Buying companies” vs buying stocks Buffett’s punch card 10-K reports Resources Discussed:SBA SCORE network Learn more about your ad choices. Visit megaphone.fm/adchoices

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.

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.

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.

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.

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.

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

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.

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.