InvestED: The Rule #1 Investing Podcast

493- Eventing


Listen Later

So a business you own is undergoing an event that’s made the future less certain—so what’s your next move as a value investor?  Finding the right time to sell can be difficult when the M.O. is to buy and hold, but knowing when to break with an investment can be just as important as knowing what to buy in the first place.

Investing success hinges on finding antifragile companies—those that thrive in adversity and compound growth over time. Focusing on a few resilient businesses, rather than over-diversifying, leads to better long-term returns, especially during downturns.

Rather than timing the market, investors should prioritize companies with strong fundamentals and compounding potential. Patience and discipline are vital to benefit from their growth through adversity.

On this week’s show, Phil and Danielle discuss how to approach your investments having events and what the Rule #1 philosophy can tell us about these situations.


For help in planning out your investment journey in the year ahead, don’t miss your free copy of Phil’s 12-Month Financial Success planner:  https://bit.ly/45AP6Xh


Topics Discussed:

  • Chipotle’s E. coli outbreak
  • San Diego real estate problems
  • Intrinsic value
  • Antifragile businesses
  • Emotion in investing
  • Sprouts
  • FOMO
  • Tulipmania

  • Resources Discussed:

    • All In
    • Rule #1
    • Learn more about your ad choices. Visit megaphone.fm/adchoices

      ...more
      View all episodesView all episodes
      Download on the App Store

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

      • 4.4
      • 4.4
      • 4.4
      • 4.4
      • 4.4

      4.4

      1,487 ratings


      More shows like InvestED: The Rule #1 Investing Podcast

      View all
      Investing Insights by Morningstar

      Investing Insights

      510 Listeners

      Motley Fool Money by The Motley Fool

      Motley Fool Money

      3,223 Listeners

      Money For the Rest of Us by J. David Stein

      Money For the Rest of Us

      1,361 Listeners

      We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

      We Study Billionaires - The Investor’s Podcast Network

      3,378 Listeners

      Rule Breaker Investing by The Motley Fool

      Rule Breaker Investing

      941 Listeners

      Zacks Market Edge by Zacks Investment Research

      Zacks Market Edge

      297 Listeners

      The Investing for Beginners Podcast - Your Path to Financial Freedom by By Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like

      The Investing for Beginners Podcast - Your Path to Financial Freedom

      1,410 Listeners

      Focused Compounding by Andrew Kuhn and Geoff Gannon

      Focused Compounding

      272 Listeners

      Wall Street Breakfast by Seeking Alpha

      Wall Street Breakfast

      1,034 Listeners

      The Acquirers Podcast by Tobias Carlisle

      The Acquirers Podcast

      302 Listeners

      The Intrinsic Value Podcast - The Investor’s Podcast Network by The Investor's Podcast Network

      The Intrinsic Value Podcast - The Investor’s Podcast Network

      557 Listeners

      Chai with Pabrai by Mohnish Pabrai

      Chai with Pabrai

      78 Listeners

      The Memo by Howard Marks by Oaktree Capital Management

      The Memo by Howard Marks

      416 Listeners

      Investing Experts by Seeking Alpha

      Investing Experts

      61 Listeners

      The Morgan Housel Podcast by Morgan Housel

      The Morgan Housel Podcast

      1,035 Listeners