InvestED: The Rule #1 Investing Podcast

Penny stocks can seem tempting to some investors due to their low cost and potential for quick gains, but they carry significant risks and are often manipulated due to the light regulation they see from the FCC.

It’s hard to argue that a low cost of entry and the potential for high returns aren’t tempting, but the illiquidity of penny stocks and their heightened potential for fraud tend to be warning signs for value investors.

On this episode, Phil and Danielle share their opinions and experiences related to the penny stocks side of their investing journeys.

For help in finding the right businesses to see your investments generate consistent returns, click here to get your free copy of How To Pick Stocks: The 5-Step Checklist: https://bit.ly/3ros8mU

Topics Discussed:

Resources Discussed:

Learn more about your ad choices. Visit megaphone.fm/adchoices

After weeks of teasing the topic, our hosts look back on their summer trip to Iceland in search of adventure and a better understanding of the lives of their ancestors who immigrated to North America generations ago.

Join Phil and Danielle as they recap their captivating journey through the stunning landscapes of Iceland on a quest to explore where their ancestors once called home. Journeying over land and water, from hot springs to breathtaking fjords, they traced the footsteps of their forebears to discover the stories that connect them to that land of fire and ice.

If you’re looking ahead to your future and thinking about living or vacationing in far-off, exotic places, click here for the Rule #1 Retirement Calculator to see if you’re prepared for life after work: https://bit.ly/3Zkye4F

Topics Discussed:

Resources Discussed:

Learn more about your ad choices. Visit megaphone.fm/adchoices

For people outside the world of finance, the difference between value investing and trading stocks can be difficult to break down. This is further complicated by many of our financial institutions relying on outdated theories and principles to prepare new investors as they begin their investing practice.

The Rule #1 method puts a focus on buying into a company at a discount based on fundamental analysis and holding it until the market reflects its true value, while simply picking stocks relies heavily on taking advantage of short-term fluctuations to capitalize on market movements. The risks of day trading are far greater than that of responsible value investing.

Join Phil and Danielle as they break down the disparities between these approaches, explain the philosophy behind Rule #1, and struggle to remember names of what they’re discussing.

The key to value investing is buying the right company at the right price—for some sound guidance on finding the perfect investment, click here for your free copy of The Four Ms for Successful Investing: https://bit.ly/3LhVUAR

Topics Discussed:

Learn more about your ad choices. Visit megaphone.fm/adchoices

Happy Labor Day to all of our listeners!

We'll be back next week with a full episode, but for this week we hope that everyone's enjoying these last days of summer and appreciating the workforce that allows our investments to flourish.

If this change of seasons has you reevaluating your investing practice, click here to get our 12-Month Financial Success Planner: https://bit.ly/45AP6Xh

Learn more about your ad choices. Visit megaphone.fm/adchoices

In a world where low costs are the primary motivating factor for a large portion of consumers, big box stores have found a major foothold in many markets around the world. On the surface, this can seem like a win for people who need access to affordable goods, but the reality is that the practices of the warehouse giants can stifle competition and create monopolistic environments that end up harming the communities they claim to serve.

As more shopping moves to the internet and the big box stores continue to streamline their operations with the help of big data, countless mom-and-pop stores are continuing to go under due to the inability to compete with the massive resources of this corporate competition and the stifling effect of regulations that these giants lobby for.

In this week’s episode, Phil and Danielle discuss the ethics and implications of investing in these big box retailers, and what their success means for the business community at large.

Comprehending a company’s market capitalization can help you make smarter investing choices—click here for your copy of Understanding Market Capitalization, our guide which can help you navigate this important and complex metric: https://bit.ly/44p1xE9

Topics Discussed:

Learn more about your ad choices. Visit megaphone.fm/adchoices

When we boil down value investing to the absolute basics, the goal is to pick great companies that will maintain a high level of profitability over the long term—couldn’t be simpler, right?

In reality, there are an enormous number of factors that can affect whether or not a company is successful, especially in a capitalist system where they have a high degree of freedom to operate without being hamstrung by regulations.

While competition is an important feature in capitalism, it can also sap profitability from businesses when too much of their output is focused on separating themselves from their rivals. The key is finding businesses that have unique qualities that allow them to rise above the competition and carve out their own niche within their industry.

Join Phil and Danielle as they discuss the various ways companies find an edge in the cutthroat world of international big business, and how investors can use the data and tools available to discern who might come out on top.

If your investment research could benefit from tools that can help to simplify and streamline the process, click here for our free Rule #1 Investing Calculators: https://bit.ly/42dBHSn

Topics Discussed:

Resources Discussed:

Learn more about your ad choices. Visit megaphone.fm/adchoices

In the global market of the 21st century, more and more investors are looking overseas in order to find promising opportunities that might be unknown in their own countries. While there are many upsides to finding relatively untapped markets, this requires a comprehensive understanding of economic trends, regulatory frameworks, cultural nuances, and geopolitical factors that can impact investment outcomes.

While all of these factors can seem intimidating for those looking to buy into foreign companies for the first time, it’s not an impossible task by any means – after all, companies in every country exist for the same reason: to make money.

This week on InvestED, a slightly worse for the wear Phil and Danielle dig into the process of researching a foreign company that was mentioned in previous weeks

Whether you’re looking to invest capital at home or abroad, these 6 Market Crushing Investing Principles can help give you an edge in your practice: https://bit.ly/45szJ2v

Topics Discussed:

Resources Discussed:

Learn more about your ad choices. Visit megaphone.fm/adchoices

What does “the market'' mean to you? For many listeners of this podcast, that term carries a strong Americentric connotation, but with the instant worldwide connectivity of the 21st century, the borders of our financial markets have quickly begun to blur.

With the myriad factors that dictate whether or not a company is worth investing in, we must take into account the additional considerations that are necessary when dealing with a company that operates within a different culture, language, and political/regulatory climate than the companies we encounter within our own countries.

With Phil and Danielle reunited following their summer vacations, these recent travels brought them back this week ready for a discussion about their own practices when it comes to foreign investments.

If thinking about international investments has you reaching for a guidebook, click here to get your copy of the Rule #1 guide to gaining financial freedom, Map Out Your Investing Journey: https://bit.ly/3DTy4qN

Topics Discussed:

Resources Discussed:

Learn more about your ad choices. Visit megaphone.fm/adchoices

Bill Ackman’s checklist is straightforward and reflects the basic principles of Rule #1 investing. But sometimes a company’s story has changed, so you must research further to determine if you need to hedge, or even exit a position.

This week, we head back to the vault to hear part 2 of last week’s analysis of Bill Ackman’s investing checklist. This week, Phil and Danielle go into greater depth on the topic and discuss why it’s important to keep things simple with your investing.

To gain a better understanding of the moats your investments ought to have, click here for The 5 Moats Investment Guide: https://bit.ly/3Kmb33J

Topics Discussed:

Resources Discussed:

Learn more about your ad choices. Visit megaphone.fm/adchoices

Bill Ackman serves as an invaluable source of learning for aspiring investors. Despite some deviations from the conventional value investing checklist, his approach remarkably aligns with the fundamental principles of Rule #1 investing.

Central to his strategy is the belief that exceptional companies boast simplicity and predictability, alongside a dominant market position and a limited exposure to intrinsic risk. By studying Ackman's successful investment strategies, one can glean invaluable insights into the world of finance, making it a compelling learning opportunity for investors of all levels.

In this week’s episode from the InvestED Vault, Phil delves deeply into Ackman's checklist, shedding light on its nuances and exploring why he himself has embraced this distinctive style of investing.

For further tips to boost your value investing IQ, click here to get your copy of Phil’s Value Investing Cheat Sheet: https://bit.ly/3QeCCje

Topics Discussed:

Learn more about your ad choices. Visit megaphone.fm/adchoices