Mindsets and Processes for Investing | InvestED Podcast

Mindsets and Processes for Investing | InvestED Podcast

What’s coming next in the stock market? In today’s clip from the InvestED 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 during moments of…

Lies Your Financial Advisors Tells You | Phil Town

Lies Your Financial Advisors Tells You | Phil Town

A big misconception people have about investing is that they think they have to work with a financial advisor to be successful. But oftentimes, they don’t have your best interest in mind. Today, I discuss some of the common lies…

The Election's Over: Now What? | Phil Town

The Election’s Over: Now What? | Phil Town

This election has already had a big impact on the stock market, and investors need to prepare for whatever may come next. In today’s video, I answer questions my fans had about the results of the 2020 election and what…

When to Exit Stock Positions | Phil Town

When to Exit Stock Positions | Phil Town

All great investors must understand when to sell stocks, and what red flags to look out for in investing. In this clip from the latest InvestED podcast episode, Danielle and I discuss the changes in IBM which drove me to…

4 Signs of a Bad Investment | Phil Town

4 Signs of a Bad Investment | Phil Town

Rule #1 investors know that good companies do NOT always make good investments, so we must do our research to avoid costly mistakes. Today, I want to discuss the red flags of a bad investment and how you can spot…

Are Marijuana Stocks Too Risky? | Phil Town

Are Marijuana Stocks Too Risky? | Phil Town

Considering investing in a marijuana company? Ask yourself if it fits within your values. In this clip from the latest InvestED podcast episode, Danielle and I answer a question regarding buying into marijuana stocks, and discuss why it may be…

Tech Company Red Flags | Phil Town

Tech Company Red Flags | Phil Town

Companies with new and complex technologies are harder to analyze and predict where they will be in 10 years. In today’s clip from the InvestED podcast, Phil and Danielle explain the red flags of new tech companies, and why it’s…

Calculating Margin of Safety | Phil Town

Calculating Margin of Safety | Phil Town

In Rule #1 investing, we call “buying on sale” purchasing stocks with a margin of safety. In today’s clip from the InvestED podcast, Phil and Danielle explain how to calculate margin of safety, and explain why understanding how to value…

Ten Cap Valuation Process in Investing | Phil Town

Ten Cap Valuation Process in Investing | Phil Town

After you’ve done the initial Four Ms analysis of companies on your watchlist, the next step tells you whether or not the business is worth buying. Today, Phil and Danielle discuss this next, and cover how to calculate margin of…

Analyzing CEO Compensation for Investing | Phil Town

Analyzing CEO Compensation for Investing | Phil Town

When looking for companies to purchase, you must analyze CEO compensation. This week on InvestED, Phil and Danielle discuss why it’s important for CEOs to get compensated for having low debt, high free cash flow, high owner earnings, and expanding…

Arrogance and Simplicity in Investing | Phil Town

Arrogance and Simplicity in Investing | Phil Town

Arrogance comes in many forms in investing. We must remember to stay humble and keep things simple while sticking to our values. In this week’s clip from InvestED, Phil and Danielle discuss why referring back to the basics is ultimately…

5 Triggers for Re-evaluating Investments | Phil Town

5 Triggers for Re-evaluating Investments | Phil Town

All investors should know when and how to re-evaluate stocks in their portfolio. Certain triggers may either pressure you to sell your stocks, or purchase even more stocks. Today, I discuss a few things you should consider before you make…

Bill Ackman's Investing Checklist: 8 Principles | Phil Town

Bill Ackman’s Investing Checklist: 8 Principles | Phil Town

Bill Ackman is a successful investor who we can learn from. Although his checklist slightly differs from the traditional value investing checklist, it still aligns with the principles of Rule #1 investing. In this week’s clip from InvestED, Phil discusses…

Investment Analysis: Numbers to Watch | Phil Town

Investment Analysis: Numbers to Watch | Phil Town

You must consider management when researching companies, and the numbers that signify the ability to allocate capital properly. In this week’s clip from InvestED, Phil and Danielle discuss ways to determine great stocks, and how you can use that information…

Company Maintenance and Growth: Qualities of CEOs | Phil Town

Company Maintenance and Growth: Qualities of CEOs | Phil Town

Excellent management includes owning a business that requires less maintenance and staying in a growth mindset. In this week’s clip from InvestED, Phil and Danielle discuss ways Rulers can use these concepts to determine great CEOs of companies you may…

Four Ms Checklist: Management Analysis | Phil Town

Four Ms Checklist: Management Analysis | Phil Town

It’s critical to consider the management of the companies on your watchlist so you can find a CEO who is careful with allocating capital. In this week’s clip from InvestED, Phil and Danielle discuss ways to determine great stocks to…