InvestED: The Rule #1 Investing Podcast

For most investors, options are very risky and cause them to lose money. If you do trade options, remember to think long-term. Don’t panic when your options settle during weekends when the market is closed. This week on InvestED, Phil and Danielle discuss a tragic event that happened to an investor recently, and explain why if you don’t understand options, you should not trade them. For show notes...

Management is one of the key factors to consider when looking for companies to purchase, but you must analyze more than just the CEO. Excellent management also includes high owner earnings, a growth mindset, and a business that requires less maintenance. This week on InvestED, Phil and Danielle discuss ways Rulers can use these concepts and principles to determine great CEOs of companies so you ne...

When researching stocks to purchase, it's critical to consider the management of the companies on your watchlist. Not only are you looking for a great leader and someone who lives and breathes their company, but you’re looking for someone who is careful with allocating capital. This week on InvestED, Phil and Danielle dive deeper into ways Rulers can determine an excellent stock to purchase by exa...

In times of uncertainty in the stock market, many people lead with their emotions and make irrational investment decisions. But this doesn’t have to be the case. Bring it back to the basics, and always consider the Four Ms before purchasing any company on your watchlist: Moat, Meaning, Management, and Margin of Safety. This week on InvestED, Phil and Danielle discuss this checklist, and dive deepe...

Investing doesn’t involve gambling or speculation, but it’s how most people approach it. When you're ready to start investing, you must invest with certainty—and you can do so by considering the four Ms. This week on InvestED, Phil and Danielle continue to analyze Peloton, and whether its margin of safety aligns with the basic principles of value investing. Learn more about your ad choices. Visit...

We can’t deny that Peloton is a hot new company that stands out against its competitors, but does that mean it is a good company to invest in? Remember—a great business does not always equal a great investment, and you must consider the 4 M’s when determining the value of a company. This week on InvestED, Phil and Danielle analyze Peloton from an investing standpoint, and whether or not the compan...

There’s a lot of discussion these days concerning this unpredictable stock market during the COVID-19 pandemic. Should investors be buying? Should we be sitting patiently? What we do know for sure is that we must preserve our emotions, think logically, and let the bear market unfold. This week on InvestED, Phil and Danielle discuss their take on the different positions some of the best investors i...

So often, we get stuck in a cycle of reaction rather than finding the source of problems that we are faced with. This week on InvestED, Danielle speaks to New York Times bestselling author Dan Heath about his new book “Upstream: How to Solve Problems Before They Happen.” Heath discusses this concept of “upstream problem solving”, and how it relates to investors and companies during this COVID-19 i...

The Berkshire Hathaway Annual Shareholders Meeting took place on Saturday, May 2, and investors around the world tuned in virtually. The way Warren Buffett was speaking in this meeting was vastly different compared to previous years. What is this implying for investors and the economy? Listen to the podcast today to find out what Warren Buffett thinks about the current stock market climate and how...

The impact COVID-19 has had on service companies around the world is enormous. With consumerism being approximately 70% of the US GDP, nothing is being sold at the level it was except groceries and Amazon products. If you don’t know what to do right now, you might want to seriously consider going into cash and learning to become an investor. Learn more about your ad choices. Visit megaphone.fm/adc...

At this moment, many investors have frozen to wait and see what happens next. The safest thing to do right now is watch and research. Which companies are anti-fragile and look to be in good shape? Listen to the podcast today to find out. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

It recently became public knowledge that Warren Buffett sold a bunch of shares of these airlines. Why would Buffett sell? For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on InvestED, Phil and Danielle speak to how important it is right now that we are learning to invest like the best investors in the world. As we look into the fog of the future, we can see many variables impact investing. Learn what you need to know and what you should be doing right now as an investor by listening to the podcast today! For show notes and more information visit www.inves...

This week on InvestED, Phil and Danielle are joined by podcast guest, Jim McKelvey the co-founder of mobile payment company, Square to talk about investing and how innovation impacts a company’s success. What does it take for a start-up to turn into a successful business? Listen to the podcast today to find out. For show notes and more information visit www.investedpodcast.com. Interested in getti...

In this week’s episode of InvestED, Phil and Danielle discuss the market crash and agree that we are in fact seeing an “event” take place due to COVID-19. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week's episode of InvestED, Phil and Danielle return to their recent conversation on checklists and their acronym, RULES. Their conversation focuses on the discussion of the "U" letter, Understand. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on the InvestED podcast, Phil and Danielle continue their discussion on checklists revealing the next six points on their list you should know about a company before investing. For show notes and more information visit www.investedpodcast.com.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Last week the market dropped about 10%. With lots of discussion around the market right now due to these historically low numbers, Phil and Danielle open up their own conversation on the matter. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on InvestED, Phil and Danielle continue their discussion on checklists diving into the letter “U” of the “RULES” acronym representing thoroughly understanding a business before investing. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on InvestED, Phil and Danielle dive back into their recent conversation on checklists and introduce the acronym, RULES, that Phil uses to create his own checklist. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week’s episode of InvestED, Phil and Danielle discuss the ever-changing stock market and the milestone high and lows of the S&P 500 in 2019. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week’s episode of InvestED, Phil and Danielle talk about the importance of creating checklists that are precise, efficient, easy to use under difficult circumstances, do not try to spell out everything and provide reminders about the most important steps. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week’s episode of InvestED, Phil and Danielle continue their conversation on what defines an event and the role fear plays in this outcome. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Since a majority of the investing world does not believe it’s possible to generate a high return on your investments with low risk, the door is open for the rest of us to find wonderful businesses on sale. What exactly is an event? Phil and Danielle discuss how they define an “event” as well as the role that fear plays in the outcome. For show notes and more information visit www.investedpodcast.c...

This week’s episode of InvestED, Phil and Danielle talk about how important it is to continue following Rule #1 strategy as an investor in the current market and not act on speculation. It’s important to remain cautious investing in an unclear market. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices