300 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

    • Investing
    • 4.8 • 5 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.

    Value Investing in 2021

    Value Investing in 2021

    One of the best things about investing is that it is possible for everyone to succeed—no matter your age, income, gender or IQ. 
    As a beginner investor, it’s easier to avoid mistakes and decrease risk by investing in companies you are already familiar with, and that have meaning to you. 
    For example, if you work in the tech industry, it’s going to be much easier for you to understand the goals of a tech company as well as their potential to reach those goals than it is going to be for you to evaluate a company in the pharmaceutical industry.
    Consider your personal passions, talents, and spending habits. Better yet, map them out using a venn diagram, placing passions in one circle, talents in another, and spending habits in another.
    Where these three areas overlap is your “Circle of Competence”, reflecting the industries and sectors you have the most knowledge of and where you should start your search for companies to invest in.
    Over time, you can begin to research companies across various sectors and expand your knowledge-base and comfort zone, but investing within your Circle of Competence is the best place to start.
    As you embark on your investing journey, remember to stay rational, mindful, and disciplined. It is the only way you will be successful in value investing. 
    In today’s podcast, Phil and Danielle discuss value investing in 2021, and best practices for investors of all levels to be successful in the stock market.
    Ensure you always make smart investment decisions with my 3 Circles Exercise Guide. Click here to get started: http://bit.ly/3ozYpkJ
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    • 41 min
    Biggest Investing Mistakes with Jeremy Deal

    Biggest Investing Mistakes with Jeremy Deal

    It’s so important not to invest or sell stocks too soon.
    While the desire to get in on the ground floor of a brand new company or industry is certainly understandable, it is most often better to let the dust settle a little so that more information is available and you can do proper research before making an investment.
    Although, even with proper research and due diligence, even the most successful investors’ journeys are still fraught with errors and investing mistakes. Nevertheless, as painful as these investing mistakes are at the time, you can learn a lot from them and can use them to become a better investor. After all, no one wants to lose money on their hard-earned investments down the road. 
    The best way to avoid losing money on investments is to follow a proven investing strategy and never stray from it. Making irrational decisions based on emotions can be costly. 
    By avoiding greed or fear-based decisions, you can pursue a successful investing career and hopefully avoid the business and investment problems that investors like Warren Buffett and Benjamin Graham have experienced in their early years.
    In today’s podcast, Jeremy Deal—founder of JDP Capital—sits down with Danielle to discuss his biggest investing mistakes so that you can learn from them!
    Ensure you always make smart investment decisions with the Rule #1 Cheat Sheet for Smarter Investing. Click here to download: http://bit.ly/3pHRNRg

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    • 53 min
    Quick Question: Is Cash Okay?

    Quick Question: Is Cash Okay?

    When a company makes the decision to go public, shares of that company become available for purchase, allowing anyone to buy a stake in the company.
    Each share is a stock, and investors are able to buy and sell shares in any public company at any time. Of course, as with any form of business, the goal is to buy a company’s stock when it’s “on sale” or undervalued relative to its actual value, and to sell that stock when it’s fully valued in order to make a profit.
    A simplified look at a successful investment is one where an investor buys a company for a certain amount of dollars, holds on to the company for an extended period of time until its value has grown to the point that they feel comfortable selling it, and then sells it above what they purchased it for. 
    Buying great companies when they are on sale is what Rule #1 investing is all about, but it’s fine to wait to buy until you are sure you are getting both a wonderful business and a great price.
    Think of it this way: you would never buy 100% of a company without thorough due diligence, and, likewise, you shouldn’t buy a small percentage of a company without the same.
    When the experts—such as Warren Buffett or Charlie Munger—are publicly stating that they are sitting in cash, this is an indicator that they are waiting for a dip in the market, or an event to trigger their next large purchase. 
    On this vault episode of InvestED, Phil and Danielle answer a listener’s question regarding sitting on cash and managing your investments.
    Learn how to invest and make decisions with confidence with the Rule #1 Cheat Sheet for Smarter Investing. Click here to download: http://bit.ly/2KthciL
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    • 37 min
    Disruptive Innovation with Annalisa Gigante

    Disruptive Innovation with Annalisa Gigante

    Today's podcast episode discusses how innovation in companies do not always lead to the best investments, and we decided to feature none other than the prestigious Annalisa Gigante.
    Annalisa Gigante has been an award winning innovator for 30 years, with a track record of commercial success, launching and building multi-billion dollar new businesses across different industries from life sciences and chemicals to services and digital technologies.
    She served as CTO of LafargeHolcim, and was an Executive Committee member at Adecco Group as Chief Business Development and Marketing Officer, both as global leaders in their respective industries.
    Her career includes international roles in innovation, business management, strategy, and marketing. Her key focus areas are sustainability, digital technologies including AI and IoT, new business models, and building high performing teams. She has been the subject of two Masters’ theses on women top executives, and a recent monograph on Innomniacs.
    Innovation in companies can come in many different forms, including organizational, technological, or process innovation. But do innovative companies always make great investments?
    Before you buy shares in a company, it is essential to thoroughly analyze that company’s mission, management, goals, outlook, fundamentals, and so on. Great investors would never buy 100% of a company without thorough research for due diligence, and, likewise, you shouldn’t buy a small percentage of a company without the same.
    If you want to learn more about analyzing companies on your watchlist, download Phil’s Four Ms for Successful Investing Checklist: http://bit.ly/3mwFx4k
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    • 42 min
    Luck vs. Skill in Investing with Jake Taylor

    Luck vs. Skill in Investing with Jake Taylor

    Investing in the stock market does not involve luck or gambling. It requires a strategy and a solid foundation of knowledge.
    Investing in anything, especially the stock market, when you don’t have a concrete strategy can be scary. It’s a serious journey that shapes your life and can determine whether or not you live a life free from financial burden. 
    For example, if you don’t have a solid amount of money to retire on in 20 or 30 years from now, the government may not have the funds available to support your lifestyle, which is scary.
    That is why it is becoming increasingly important to learn how to invest for yourself. In reality, the only fear of investing you should have is the fear of what you will miss out on if you don’t invest.
    You wouldn’t jump in the ring without knowing the basics of boxing, so you shouldn’t jump into the stock market without knowing the basics of investing.
    Before you begin building wealth, it’s important to understand your long-term goals of investing as well as the basic process that you will use to reach those goals. But once you learn the basics, you must constantly stay up-to-date with trends and market updates. The most successful investors in the world are reading and educating themselves on a daily basis. 
    In today’s podcast, Jake Taylor—Chief Executive Officer of Farnam Street Investments—sits down with Danielle to discuss luck vs. skill in investing, and why it’s important to stay in a growth mindset. 
    Learn how to invest and make decisions with confidence with the Rule #1 Cheat Sheet for Smarter Investing. Click here to download: https://bit.ly/3gNe0ub
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    • 39 min
    Mindsets and Processes for Investing with Jake Taylor

    Mindsets and Processes for Investing with Jake Taylor

    What's going to happen to the market in the following months? No one knows for sure. All you can do for now is stick to your process, and stay in the right mindset for rational investing. 
    When you get overwhelmed by stress, lack of sleep, or other factors, your rational mind loses power and your emotions take over. This is a terrible mindset for making investment decisions.
    You can't avoid those stressful situations as an investor, but the way you handle them can drastically change your outcome. When you notice you are feeling tense or nervous about an important investing decision, take a few slow, deep breaths to calm your nerves. Consider stepping back, and resuming when you have a clear head. In the long term, improving your problem-solving skills and looking at things from a larger perspective will help you deal with stress without feeling overwhelmed.
    Having a set of processes and boundaries when looking for companies to invest in is critical. Benjamin Graham, who was Warren Buffett's mentor, said that the first thing all investors should think about when they buy a stock is that they have bought part of a business. This is an excellent mindset to have as an investor for several reasons.
    When you own a business, you care about how well the business is performing its core functions. When you focus on that, instead of on how the stock price changes from one day to the next, you adopt a long-term perspective that is crucial for investing success. Thinking like an owner also helps you avoid panic selling. You maintain a rational perspective and avoid being driven by emotions.
    In today’s podcast, Jake Taylor—Chief Executive Officer of Farnam Street Investments—sits down with Danielle to discuss his investing process and how he keeps a rational mindset before making any important decisions.
    Reduce stress by only investing in high-performance stocks using my Four Ms for Successful Investing Guide. Click here to download: https://bit.ly/3lRnvt6
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    • 37 min

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