InvestED: The Rule #1 Investing Podcast

In the researching phase of investing, it’s important to understand who the major players are and who else owns shares of the companies on your watchlist. However, insider disclosure rules are changing and will change the way this information is presented to the public. In today’s episode of InvestED, Phil and Danielle discuss factors that indicate large investors stepping in to purchase stocks, and the reasons why small investors have an advantage.For show notes and more information, visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Management is one of the key factors to consider when looking for companies to purchase, and that involves analyzing the CEO’s compensation. You must understand how management gets compensated, and know that they are getting paid for building a better company—not for having a better stock price. This week on InvestED, Phil and Danielle discuss why it’s important for CEOs to get compensated for having low debt, high free cash flow, high owner earnings, and expanding the moat to protect against competition. For show notes and more information, visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bill Ackman’s checklist is straightforward and reflects the basic principles of Rule #1 investing. But sometimes a company’s story has changed, so you must research further to determine if you need to hedge, or even exit a position. This week on InvestED, Phil and Danielle discuss Ackman’s checklist more in-depth, and explain why keeping things simple is ultimately the best route to go in an investing situation.For show notes and more information, visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bill Ackman is a successful investor who we can learn from. Although his checklist slightly differs from the traditional value investing checklist, it still aligns with the principles of Rule #1 investing. He believes that an excellent company is simple and predictable, has a dominant market position, and a limited exposure to intrinsic risk. This week on InvestED, Phil discusses Ackman’s list in-depth, and explains why he has adopted this style of investing himself.For show notes and more information, visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Analyzing management of a company can be mostly subjective, so you must strongly consider the objective numbers—numbers that clue us in to the ability of management to allocate capital properly. This week on InvestED, Phil and Danielle discuss key elements of a quality business, including low debt, high return on invested capital, high free cash flow, and how you can use them to predict a company’s future. Learn more about your ad choices. Visit megaphone.fm/adchoices

For most investors, options are very risky and cause them to lose money. If you do trade options, remember to think long-term. Don’t panic when your options settle during weekends when the market is closed. This week on InvestED, Phil and Danielle discuss a tragic event that happened to an investor recently, and explain why if you don’t understand options, you should not trade them.For show notes and more information, visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Management is one of the key factors to consider when looking for companies to purchase, but you must analyze more than just the CEO. Excellent management also includes high owner earnings, a growth mindset, and a business that requires less maintenance. This week on InvestED, Phil and Danielle discuss ways Rulers can use these concepts and principles to determine great CEOs of companies so you never have to lose money on your investments.For show notes and more information, visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

When researching stocks to purchase, it's critical to consider the management of the companies on your watchlist. Not only are you looking for a great leader and someone who lives and breathes their company, but you’re looking for someone who is careful with allocating capital. This week on InvestED, Phil and Danielle dive deeper into ways Rulers can determine an excellent stock to purchase by examining CEOs and the way they navigate their finances.  Learn more about your ad choices. Visit megaphone.fm/adchoices

In times of uncertainty in the stock market, many people lead with their emotions and make irrational investment decisions. But this doesn’t have to be the case. Bring it back to the basics, and always consider the Four Ms before purchasing any company on your watchlist: Moat, Meaning, Management, and Margin of Safety. This week on InvestED, Phil and Danielle discuss this checklist, and dive deeper into ways that Rule #1 investors can find a level of certainty and confidence in their decisions—even in an unpredictable stock market. Learn more about your ad choices. Visit megaphone.fm/adchoices

Investing doesn’t involve gambling or speculation, but it’s how most people approach it. When you're ready to start investing, you must invest with certainty—and you can do so by considering the four Ms. This week on InvestED, Phil and Danielle continue to analyze Peloton, and whether its margin of safety aligns with the basic principles of value investing. Learn more about your ad choices. Visit megaphone.fm/adchoices