
382 episodes

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