InvestED: The Rule #1 Investing Podcast

On this episode, Phil and Danielle discuss the risks and temptations of penny stocks, including their low cost and potential for high returns. They touch on topics like eye surgery complications, parenting challenges, the trading of penny stocks on the pink sheets, and the rise and fall of Belfort. The speakers also explore the appeal and risks of penny stock investing, emphasizing the importance of caution and thorough research.

Join Phil and Danielle as they recap their captivating journey through the stunning landscapes of Iceland on a quest to explore where their ancestors once called home. The chapter discusses the unique genealogical history of Iceland, the process of finding ancestral records, and the experiences of the speakers in discovering their family history. The speaker and their companion navigate through a difficult-to-access town in Iceland discovering ruins and speculating about their ancestors' activities. Reflecting on their trip to Iceland, they discuss the risks involved in investing in penny stocks and the need for balance between risk and safety in modern life. The speaker draws parallels between personal challenges and challenges in the investment market, emphasizing the need for resilience and maintaining focus.

For people outside the world of finance, the difference between value investing and trading stocks can be difficult to break down. This is further complicated by many of our financial institutions relying on outdated theories and principles to prepare new investors as they begin their investing practice.The Rule #1 method puts a focus on buying into a company at a discount based on fundamental analysis and holding it until the market reflects its true value, while simply picking stocks relies heavily on taking advantage of short-term fluctuations to capitalize on market movements. The risks of day trading are far greater than that of responsible value investing.Join Phil and Danielle as they break down the disparities between these approaches, explain the philosophy behind Rule #1, and struggle to remember names of what they’re discussing.The key to value investing is buying the right company at the right price—for some sound guidance on finding the perfect investment, click here for your free copy of The Four Ms for Successful Investing: https://bit.ly/3LhVUARTopics Discussed: Stock investing vs. value investing Modern portfolio theory Price vs. value Overthinking in investing Institutional imperative Multilevel Marketing Responsibilities of corporate governance The importance of due diligence Learn more about your ad choices. Visit megaphone.fm/adchoices

Happy Labor Day to all of our listeners!We'll be back next week with a full episode, but for this week we hope that everyone's enjoying these last days of summer and appreciating the workforce that allows our investments to flourish.If this change of seasons has you reevaluating your investing practice, click here to get our 12-Month Financial Success Planner: https://bit.ly/45AP6Xh Learn more about your ad choices. Visit megaphone.fm/adchoices

Examining the impact of big box stores on communities and small businesses, including the ethics of their practices, activist intervention, predatory pricing, and the waterbed effect. The podcast discusses the implications of investing in these retailers and explores their effects on local economies and competition. It also touches on examples such as Walmart and Amazon, and the challenges of balancing affordability with the negative consequences for small businesses.

Learn about the importance of evaluating companies in different regulatory systems, the concept of perfect competition, sustaining a company's moat, analyzing GlaNbia's market position and return on equity, stock exchange listings and return on equity, and considering personal values in investing.

In the global market of the 21st century, more and more investors are looking overseas in order to find promising opportunities that might be unknown in their own countries. While there are many upsides to finding relatively untapped markets, this requires a comprehensive understanding of economic trends, regulatory frameworks, cultural nuances, and geopolitical factors that can impact investment outcomes.While all of these factors can seem intimidating for those looking to buy into foreign companies for the first time, it’s not an impossible task by any means – after all, companies in every country exist for the same reason: to make money.This week on InvestED, a slightly worse for the wear Phil and Danielle dig into the process of researching a foreign company that was mentioned in previous weeksWhether you’re looking to invest capital at home or abroad, these 6 Market Crushing Investing Principles can help give you an edge in your practice: https://bit.ly/45szJ2vTopics Discussed: Risks of horseback riding Researching and weighing potential risks of overseas investments Similarities between investing and dating Irish business practices EU vs US corporate disclosures Resources Discussed: Glanbia Exor Learn more about your ad choices. Visit megaphone.fm/adchoices

What does “the market'' mean to you? For many listeners of this podcast, that term carries a strong Americentric connotation, but with the instant worldwide connectivity of the 21st century, the borders of our financial markets have quickly begun to blur.With the myriad factors that dictate whether or not a company is worth investing in, we must take into account the additional considerations that are necessary when dealing with a company that operates within a different culture, language, and political/regulatory climate than the companies we encounter within our own countries.With Phil and Danielle reunited following their summer vacations, these recent travels brought them back this week ready for a discussion about their own practices when it comes to foreign investments.If thinking about international investments has you reaching for a guidebook, click here to get your copy of the Rule #1 guide to gaining financial freedom, Map Out Your Investing Journey: https://bit.ly/3DTy4qNTopics Discussed: Researching companies overseas Analyzing trends and forecasting future developments How to compile and prioritize companies Finding enjoyment from the process Resources Discussed: Seeking Alpha Glanbia Ryanair Kerry Group Learn more about your ad choices. Visit megaphone.fm/adchoices

Bill Ackman, known for his straightforward checklist approach to investing, discusses the importance of simplicity and humility in investing, the power structures of corporate governance, and the value of staying pessimistic in investing. The podcast also explores characteristics of a successful business according to Bill Ackman's checklist and the evaluation of a company's checkpoints and management list.

Bill Ackman, an invaluable source of learning for aspiring investors, shares his investing checklist which includes simplicity, predictability, dominant market position, limited risk exposure, free cash flow generation, barriers to entry, excellent management, high return on capital, and a strong balance sheet. The hosts discuss their recent trip and recommend staying focused when broadening investing practice. They explore the impact of extrinsic risks, generating cash flow, and barriers to entry. They emphasize the importance of understanding a business's moat and reasons not to invest.