
376 episodes

InvestED: The Rule #1 Investing Podcast Phil Town & Danielle Town
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4.4 • 1.4K Ratings
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Phil Town is a hedge fund manager and author of 3 New York Times best-selling investment books, Invested, Rule #1, and Payback Time. On the InvestED podcast, Phil and his daughter Danielle shine a light on the successful investing strategies that gurus like Warren Buffett have used for 80 years. Listen in for a great stock market education on basics, learn how to invest on your own, and follow along with real-time examples and investing tips from week to week. Subscribe and leave a review. Questions? Email questions@investedpodcast.com.
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Netflix (Part 2)
Continuing their discussion on the biggest investment question mark that is Netflix, Phil and Danielle dig deeper into helping you figure out complex, and seemingly impossible to invest in companies.
While Netflix may be almost impossible to understand and wrap your head around investing in, there’s still value in looking at it through the lens of basic Rule #1 investment practices that will help you learn how to avoid confirmation bias and invest logically.
Tune in to this episode of InvestED to hear what we can learn about investing from complex companies like Netflix, and people that do choose to invest in them.
To learn more about what types of questions to ask and what you need to understand to invest with success, download Phil’s 4 Ms to Successful Investing Guide: https://bit.ly/3zzKVOd
Resources Discussed:
Netflix 10-K
Topics Discussed:
Confirmation bias
Investing in companies that are “too hard”
Rule #1 investing basics
Understanding moats and management
For show notes and more information visit www.investedpodcast.com
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Netflix
After a long-awaited couple of weeks, this week on InvestED, Phil and Danielle are digging into the big investing question mark: Netflix.
On the surface, the technology and entertainment company seems to be doing well, however, there’s one big elephant in the room: it doesn’t have free cash flow.
This is a huge red flag in the world of Rule #1 Investing, and something that typically leads Warren Buffett and Charlie Munger to avoid investing in a company. But that doesn’t necessarily mean Netflix isn’t a good investment opportunity.
Join Phil and Danielle this week as they dig into how to understand a complicated company like Netflix and how to decide if it’s the right investment for your portfolio and long-term success.
To learn more about what types of questions to ask and what you need to understand to invest with success, download Phil’s 4 M’s to Successful Investing Guide: https://bit.ly/3zzKVOd
Resources Discussed:
Netflix 10-K
Topics Discussed:
Free Cash Flow
Debt
Earnings
Depreciation Schedule
For show notes and more information visit www.investedpodcast.com
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How to Start
How do you start? Where do you start? What do you look at first?
If you’ve ever asked yourself these questions when beginning your investing journey, you’re going to want to tune in to this week’s episode of InvestED.
Phil and Danielle break down the questions everyone should ask themselves and dig into the laws of investing to better help you decide if you’re on the right track to creating generational wealth.
To learn more about what types of questions to ask and what you need to understand to invest with success, download Phil’s 4 M’s to Successful Investing Guide: https://bit.ly/3zzKVOd
Topics Discussed:
Investing for Beginners
Laws of Investing
Company Hooks
Mutual Funds
For show notes and more information visit www.investedpodcast.com
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From the Vault: Warren Buffett's Inflation Principles
In today’s episode, Danielle discussed words of wisdom on inflation shared from the letters of Warren Buffett.
In the letters, you’ll learn Buffet’s warnings to other investors that we do not know what will happen with the stock market or the underlying currency, and that long-term fixed interest bonds may not continue to serve as a financial instrument and may even become obsolete.
Danielle also digs into Buffett’s points that there may not be a corporate solution to the problem of growing inflation, however, he does explain other solutions.
To learn more about what type of companies to look for that can withstand inflation and this uncertain market, register for Phil’s NEW investing webinar: https://bit.ly/3GT2drc
Topics Discussed:
Inflation
Interest Bonds
Resources:
Warren Buffett’s 1979 letter
Market Timing & Inflation
For show notes and more information visit www.investedpodcast.com.
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An Intro to Netflix
Before Phil and Danielle dive into their episode on the interesting environment Netflix poses to investors – and thanks to travel and technical difficulties – this week, Danielle Town is sharing the rundown behind Netflix to share some insightful research on the company and help you better understand next week’s episode.
Tune in this week to learn some background on the popular streaming platform and a reminder of the basics of what to look for in a company before investing to ensure you make the right investment for long-term financial success.
To learn more about how to set yourself up for successful investments early on, download your FREE copy of Phil Town’s Ultimate Investing Guide: https://bit.ly/3lHi5mU
Topics discussed in this podcast:
How to Start Investing
Netflix Investor Resources
Market Cap Definition
What Makes Netflix Different (Their Value-Add)
Resources discussed in this podcast:
Netflix Investor Relation Page
Netflix Annual Stockholder Meeting Webcast
For show notes and more information visit www.investedpodcast.com
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From the Vault: Cheryl Einhorn on Decision-Making & Research
How do you make a decision about a company with a future that is uncertain, like Netflix? Before diving deep into all of your questions and responses about Netflix next week, this week, InvestED revisits Danielle’s interview with Cheryl Einhorn, the creator of the Area method.
The Area method is a decision-making system to solve complex problems, like the question posed above. With years of experience, knowledge, and practice on deciding whether or not to invest in a company with an uncertain future, Cheryl Einhorn shares her insights with Danielle, and you, on this week’s podcast.
To learn more about how to set yourself up for successful investments, download your FREE copy of Phil Town’s Ultimate Investing Guide: https://bit.ly/3lHi5mU
Topics discussed in this podcast:
Investing uncertainty
Netflix
Inflation
Area Method
Resources discussed in this podcast:
Problem Solved by Cheryl Strauss Einhorn
Investing in Financial Research: A Decision Making System for Better Results by Cheryl Strauss Einhorn
areamethod.com
For show notes and more information visit www.investedpodcast.com
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Customer Reviews
Learning a lot
Learning a lot but I agree the sound needs adjusting. Thank you for being transparent and not hiding your areas of disagreement. Love the father daughter dynamic. Reminds me of me and my dad😀
Please fix the sound mixing.
Lots of great information on the show. My only request is for you to PLEASE FIX the sound levels. I have to turn up the volume to here Phil speak and then my ears get blasted when an ad suddenly comes in at a much higher volume. Please fix this. I’ve had to stop listening to the pod on my walks because of this.
Best investing podcast out there!
Best investing podcast out there. Never miss a week. Thanks for everything you’re teaching!