382 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.

    What Happened to Google?

    What Happened to Google?

    As inflation takes off and the federal reserve raises interest rates, making a recession more likely, what happens to the value of high growth and FAANG companies? 

    In this episode of InvestED, Phil and Danielle dig into what has and could happen to Google’s growth and price, and what that means for you as an investor.

    Between Google’s unique way to track and store data, ad-revenue generation, and changing data and privacy laws, tune into this episode of InvestED to learn more about the strategic position Google (now Alphabet) has on the market and what it means to investors.

    To understand whether or not investing in certain businesses is right for you, download Phil’s 4 Ms to Successful Investing Guide: https://bit.ly/3JlhmTm 

    Resources Discussed:
    GOOG on the NASDAQ

    Topics Discussed:

    Warren Buffett Style Investing

    Google’s price

    Data collection and regulation

    FAANG Stocks

    Network Moats

    Google’s Moat


    For show notes and more information visit www.investedpodcast.com
    Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 39 min
    FAANGM Stocks

    FAANGM Stocks

    After spending weeks discussing Netflix, Phil and Danielle dig into the other FAANGM Stocks: Facebook (now Meta), Amazon, Apple, Netflix, Google (now Alphabet), and Microsoft.

    Specifically, Phil and Danielle dig into Google this week. Covering everything from YouTube and Ad Revenue to Google Cloud and Google Play, you’ll learn how the online giant sets itself apart from the others and continues to grow, despite rapid change and competitors in spaces like streaming. Essentially, Google-- now Alphabet -- is as close to a monopoly as you can get. 

    To learn more about how to know if investing in certain businesses is right for you, download Phil’s 4 Ms to Successful Investing Guide: https://bit.ly/3JlhmTm 

    Resources Discussed:

    Rule #1 YouTube Channel

    GOOG on the NASDAQ


    Topics Discussed:

    FAANGM Stocks

    Google’s Moat


    For show notes and more information visit www.investedpodcast.com
    Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 30 min
    Netflix Earnings

    Netflix Earnings

    After Netflix’s quarterly earnings meeting, the company’s value seems to have risen. During the meeting, Netflix talked about its free cash flow, explained how they expect it to grow in the future, what the future of the platform looks like, and more. 

    From the creation of new popular content to switching to an ad-based subscription model, Netflix continues to tinker with how to provide the most long-term value for their customers, as well as investors. 

    This week on InvestED, Phil and Danielle dig deeper into the changes happening within Netflix and its earnings to help you better understand the nuances, values, and risks associated with investing in a company like Netflix.

    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/3zCiorb 

    Resources Discussed:

    Netflix Part 1

    Netflix Part 2

    Netflix Part 3

    Netflix Questions

    Quarterly Report

    Rule #1 Toolbox


    Topics Discussed:

    Earnings Reports

    Free Cash Flow

    Ad-based subscription

    Real Owner Earnings


    For show notes and more information visit www.investedpodcast.com
    Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 35 min
    Netflix Questions

    Netflix Questions

    After digging into the important details you need to know about investing in a company like Netflix, there were still some listener questions left unanswered. 

    This week on InvestED, Danielle is getting to all of those questions to help provide more clarity for you when trying to understand Netflix’s business model and if it’s right for you to invest in or not. 

    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/3zCiorb 

    Resources Discussed:

    Netflix Part 1

    Netflix Part 2

    Netflix Part 3

    Netflix Q2 Investor Call


    Topics Discussed:

    Debt

    Free Cash Flow

    Budling of Streaming Services

    Culture of Management



    For show notes and more information visit www.investedpodcast.com
    Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 9 min
    Netflix Price

    Netflix Price

    In their final show on the investing question mark that is Netflix, Phil and Danielle use the entertainment and streaming company as a case study to help you understand how to handle investing in a company if you can’t figure out if it has an intrinsic value.

    While most of the companies you invest in seem to be clear-cut, there could be some outliers. So how do you handle them? What are the red flags? How do you identify the moat?

    Tune in to this episode of InvestED to learn how to invest in riskier businesses and identify their moats, and why it’s important to buy wonderful businesses at fair prices instead of fair businesses at wonderful prices. 

    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/3zCiorb 

    Resources Discussed:

    Netflix Part 1

    Netflix Part 2

    Netflix Part 3

    Ben Graham’s Formula

    InvestED Book

    Rule #1 Book


    Topics Discussed:

    Valuation 

    Big moat businesses

    Margin of safety

    Debt

    Basic investing rules



    For show notes and more information visit www.investedpodcast.com
    Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 44 min
    Netflix (Part 3)

    Netflix (Part 3)

    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. 

    The Towns provide a refresh on investing basics, like what a Moat is, and how getting back to those basics can help you better understand the biggest investing questions you have, even around difficult companies to understand, like Netflix.

    Learn how to answer the hard questions about confusing companies like Netflix and figure out what they’re worth and what their future can look like in this episode in InvestED.

    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/3zCiorb 

    Resources Discussed:

    Netflix 10-K

    Netflix Part 1

    Netflix Part 2


    Topics Discussed:

    Depreciation and amortization of content

    Moats and intrinsic value

    Rule #1 investing basics

    Netflix’s moat


    For show notes and more information visit www.investedpodcast.com
    Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 32 min

Customer Reviews

4.4 out of 5
1.4K Ratings

1.4K Ratings

everydayorganic ,

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😀

saints2d2 ,

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.

336 ,

Best investing podcast out there!

Best investing podcast out there. Never miss a week. Thanks for everything you’re teaching!

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