InvestED: The Rule #1 Investing Podcast Phil Town & Danielle Town

Despite all the mystique around investing, it essentially boils down to understanding the business you’re investing in and viewing it as owning a part of a real company, not just buying a stock. This tends to hold true no matter the company, the industry, or the state of the market as a whole.

Few investors have understood this as well as Warren Buffett and his team at Berkshire Hathaway. With Munger having recently passed and Buffett offering insights into his twilight years as the world’s premier value investing superstar, what does the future hold for BH with the potential for a huge shakeup in leadership?

This week finds our hosts back in the “studio” to discuss the question of succession planning at Berkshire Hathaway, and what that means for the value investor and the market at large.

For more knowledge from some of the most successful minds in value investing, click here for your free copy of The Best Investors in the World: https://bit.ly/3DhbmIS

Topics Discussed:

Instagram

Dataroma/Gurufocus

Li Lu and Timberland

Institutional imperative at Berkshire


Resources Discussed:
The Intelligent Investor

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Summer is here, and the season of barbecues, block parties, and swimming pools may actually have more to offer for your investing practice than just a nice break from sitting in front of the computer.

In this week’s truncated “tidbit episode,” Danielle reminds us that every conversation can be an opportunity to dig a bit deeper into an unfamiliar subject, and that a good value investor keeps their eyes, ears, and mind open to the wealth of knowledge and perspective that comes from the people in their life.

To get a handle on your own investing practice for all 4 seasons, don’t miss out on your free copy of Phil Town’s 12-Month Financial Success Planner: https://bit.ly/45AP6Xh

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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/468F8eW

Topics Discussed:

Reddit

GameStop

Robinhood

Shorting stocks

SEC regulation


Resources Discussed:
Chamath Palihapitiya interview

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The world’s best investing minds have made fortunes that most people can barely dream of in their lifetimes, but having a successful portfolio doesn’t require the highest IQ, an office full of analysts, or access to top secret information.

Understanding your own strengths and being able to identify the fields that are of interest to you are crucial components of a fruitful investing practice, and maintaining a limited scope in your research and analysis can help you maintain focus and avoid wasting energy on superfluous data.

This week, Phil and Danielle take a look (and listen) to the latest Berkshire Hathaway shareholder meeting and discuss some key takeaways from one of value investing’s most important financial summits.

If you’d like to evaluate your investing knowledge, discover areas for improvement, and enhance your investment strategies, click here for the Rule #1 Investing IQ Quiz: https://bit.ly/3Faf7ks

Topics Discussed:

2024 Berkshire Hathaway Shareholder Meeting

Market indices

The importance of mentorship

Investing in your interests

Circle of competence


Resources Discussed:

The Intelligent Investor

Moody’s Transportation Manual

Value Line


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InvestED Episode #467: More Ulta Issues

As 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/3XyEDbD

Topics Discussed:

P/E ratio

Wall Street vs value investing future outlook

Growth stocks

Intrinsic value

ETFs


Resources Discussed:
The Weather Matrix

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