346 episodes

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.

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

    • Business
    • 4.4 • 1.4K Ratings

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.

    How and Why to Know When You’re Right

    How and Why to Know When You’re Right

    Sometimes the best thing you can do when it comes to investing successfully is nothing...at least until you know you’re 100% right about where you’re about to put your money. 
    This week on InvestED, Phil and Danielle discuss the critical step to take after you’ve made it through the Investing Pyramid and before diving deeper into the investing checklist: Having Patience & Staying Simple.
    It’s no secret how effective the Rule #1 Investing Strategy is, and it’s because Rule #1 Investors do two things:

    They keep things simple and invest in what they know and believe

    They’re patient and wait for the best time to buy


    To learn how to pick the right stocks for your portfolio and help you keep things simple, download the 5-Step Checklist for How to Pick the Best Stocks for FREE here: https://bit.ly/3riDBSW 
    Topics discussed in this podcast:

    Investing with Patience

    Investing Checklist

    How to Invest

    When to Invest

    Best Time to Invest


    Additional resources discussed in this podcast:

    Charlie Munger’s 4 Principles of Investing

    Bill Ackman’s 8 Point Checklist

    The Investment Checklist Pyramid

    Investing Checklist Logistics - Part 1


    For show notes and more information visit www.investedpodcast.com.
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    • 36 min
    Investing Checklist Logistics - Part 1

    Investing Checklist Logistics - Part 1

    So you’ve made it through the first two steps of the investing pyramid and are now wondering what comes next?
    In this episode, Phil and Danielle walk through the first few steps of the Investing Checklist, explaining the importance of basic valuation, company research, and how your decision to include a company in your portfolio should be an iterative process.
    You’ll also learn about helpful resources Phil, Danielle, and Rule #1 Workshop attendees use to see success, which are also linked below.
    To dive deeper into the checklist, download your own copy of the must-have investing checklist for FREE here: https://bit.ly/303Fs2U 
    Topics discussed in this podcast:

    Investing Checklist

    Company Valuation

    Investing Research

    Helpful investing tools

    Case Studies/Historical Examples of Companies that Have Passed the Investing Checklist Steps


    Additional resources discussed in this podcast:

    Warren Buffet Partnership Letters

    Warren Buffet Berkshire Letters

    Bill Ackman’s 8 Point Checklist

    Rule #1 Investing Checklist

    Charlie Munger’s 4 Principles of Investing

    Evernote


    For show notes and more information visit www.investedpodcast.com.
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    • 35 min
    The Investment Checklist Pyramid

    The Investment Checklist Pyramid

    When it comes to finding the right investments for your portfolio, there are a few steps you should take in order to make sure you’re making the best decision.
    These steps include understanding the business you’re interested in adding to your portfolio, finding a rational, trusted partner to bounce ideas off of, and completing each level of the 3-step investing research pyramid.
    This week, Phil and Danielle Town break down all points of research you should consider and explain the 3-step investing research pyramid, which includes Charlie Munger’s 4-Step Investing Checklist, Bill Ackman’s 8 Principles to Successful Investing, and the Rule #1 Investing Checklist.
    To help you complete your investing research pyramid in the most effective way possible, download the must-have investing checklist for FREE here: https://bit.ly/303Fs2U 
    Topics discussed in this podcast:

    Investing Research

    Investing Checklist

    Charlie Munger

    Bill Ackman

    How to invest

    Investing for Beginners

    The First Step to Successful Investing


    Additional resources discussed in this podcast:

    Charlie Munger’s 4 Point Checklist

    Bill Ackman’s 8 Point Checklist

    Rule #1 Investing Checklist


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    • 33 min
    Invest at Your Own Speed

    Invest at Your Own Speed

    When it comes to investing you should never go faster or do more than what you’re ready for. If you do, you’re going to crash.
    Phil and Danielle discuss the importance of taking small steps and being patient with your comfort in investing in order to see success.
    Taking your ego and hubris out of your investing process is going to be critical to success. While you may be excited and sometimes feel like you’re ready to take a big step when it comes to your portfolio, always be sure to take a step back and re-assess if you’re actually ready to take that step. 
    To help you take that critical step back and fully understand where you’re putting your money, use Phil’s must-have investing checklist to guide you to success. Download it here:https://bit.ly/303Fs2U 
    Topics discussed in this podcast:

    How to Invest Safely

    Investing Mistakes

    When to Invest

    Investing Preparedness

    Value Investing


    For show notes and more information visit www.investedpodcast.com.
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    • 33 min
    Understanding Debt and the Unexpected

    Understanding Debt and the Unexpected

    Debt matters. So how do you find the value of a company you want to invest in if they’re carrying around debt?

    Stemming from a conversation about the role of debt in Liberty Media Corporation’s purchase of Formula One Racing from last week’s episode, Phil and Danielle dive deep into a conversation about how to use the 10 cap formula to accurately find the true valuation of the company you’re investing in, even when they’re carrying around debt, to ensure you’re making the right investment decision.

    Phil and Danielle also discuss the level of unpredictability of investing you should almost always expect, using the history and future of Tesla as an example.

    Discover the 5 long-term advantages you should look for in your business investments in Phil’s free guide. Download it here: https://bit.ly/3nMiyEQ 

    Topics discussed in this podcast:

    Value Investing

    How to factor debt into investment opportunities

    The 3 Fs of Shorting

    Unpredictability in Investing


    Resources discussed in this podcast:

    InvestED by Danielle and Phil Town

    Investing Lessons from Formula One | Podcast Episode #340


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    • 34 min
    Investing Lessons from Formula 1: Understanding What You Really Own

    Investing Lessons from Formula 1: Understanding What You Really Own

    So you invested in a business...but do you know who ACTUALLY owns that business? Do you know what the management is like and how that can drastically affect the success of your investment?

    For sports fans — especially racing fans — Formula One Racing (owned by Liberty Media Corporation) seems like an attractive stock to add to your portfolio, as it’s one of the few opportunities to invest in sports.

    As Phil returns from the United States Grand Prix, he and Danielle reflect on the sport growing in popularity and discuss when to give stock, like Formula 1, the green light to drive into your portfolio.

    Phil and Danielle dive deep into the first step of the investing checklist to explain what the history of Formula One can teach you about investing and the importance of understanding the business behind your investment...before you actually buy.

    Download the easy-to-use checklist discussed in the episode and learn how to find the best companies for your portfolio: https://bit.ly/3mivmDe 

    Topics discussed in this podcast:

    Warren Buffett’s investing strategies

    Value investing

    Real-life investing

    Investing in Trusted Management

    Formula 1 Stock


    Resources discussed in this podcast:

    The Innovation Stack by Jim McKelvey

    Bill Ackman’s 8 Principles

    Phil’s Go-To Investing Checklist


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    • 37 min

Customer Reviews

4.4 out of 5
1.4K Ratings

1.4K Ratings

thecopywriter77 ,

Some days I learn more than others…

Having been a long time student of Phil (workshop and a 1 year course), I can honestly say I have never been more confidant in my investing ability. His teaching style is second to none and he truly has a gift. I love the way he’s gotten me to rethink and think even more about my money and how to grow it. He’s been doing that since I saw him at a conference 10 years ago!!!

I do agree with some of my fellow reviewers though when it comes to Danielle interrupting. Many times I find myself saying out loud “please let him finish his thought!” I love the back and forth and I hope my daughter and I can have these same conversations.

I wont stop listening :)

Svetlana-Ukraine ,

Real value

Could you think about real value of your episodes?
I feel like previous episodes had more information than recent episodes. It’s clear you enjoy talking to each other, but if other people listen, could you think of something to share with them besides your feelings?

Interested bystander ,

I am grateful for index funds

Warren agrees. Value investing is not recommended for most people. Phil and Danielle are nice people.

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