343- The Investment Checklist Pyramid

InvestED: The Rule #1 Investing Podcast

Phil Town & Danielle Town

Investing, Business

4.6 • 1.6K Ratings

🗓️ 16 November 2021

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

When it comes to finding the right investments for your portfolio, there are a few steps you should take in order to make sure you’re making the best decision. These steps include understanding the business you’re interested in adding to your portfolio, finding a rational, trusted partner to bounce ideas off of, and completing each level of the 3-step investing research pyramid. This week, Phil and Danielle Town break down all points of research you should consider and explain the 3-step investing research pyramid, which includes Charlie Munger’s 4-Step Investing Checklist, Bill Ackman’s 8 Principles to Successful Investing, and the Rule #1 Investing Checklist. To help you complete your investing research pyramid in the most effective way possible, download the must-have investing checklist for FREE here: https://bit.ly/303Fs2U Topics discussed in this podcast: Investing Research Investing Checklist Charlie Munger Bill Ackman How to invest Investing for Beginners The First Step to Successful Investing Additional resources discussed in this podcast: Charlie Munger’s 4 Point Checklist Bill Ackman’s 8 Point Checklist Rule #1 Investing Checklist Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Connect with your customers in a whole new way with Salesforce Customer 360.
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0:10.0	and unite your teams around a single shared view of every customer in your business.
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0:20.0	With Salesforce Customer 360, now everyone's an Einstein.
0:24.0	Go to Salesforce.com forward slash 360 to learn more.
0:30.0	Hey, everybody, this is Phil Town.
0:36.0	And this is Danielle Town.
0:38.0	Oh, there she is.
0:40.0	And we're here with the invested podcast.
0:42.0	It's too many things to do. I've got to turn on the timer.
0:44.0	I've got to figure out where the microphone is.
0:46.0	There's a time lag from Zurich to Atlanta.
0:50.0	You believe we get to do this from Zurich to Atlanta?
0:52.0	You guys were obviously talking about investing here.
0:56.0	And we mean investing, not speculating.
0:58.0	So let's, we've been working on a checklist for a while.
1:02.0	Yeah, wow, wow.
1:04.0	Have we ever gotten straight into the topic at hand?
1:08.0	Danielle wants to talk about the logistics of the checklist.
1:11.0	I do.
1:12.0	I've been wanting to talk about it for a while.
	...

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