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InvestED: The Rule #1 Investing Podcast

344 - Investing Checklist Logistics - Part 1

InvestED: The Rule #1 Investing Podcast

Phil Town & Danielle Town

Investing, Business

4.61.6K Ratings

🗓️ 23 November 2021

⏱️ 35 minutes

🧾️ Download transcript

Summary

So you’ve made it through the first two steps of the investing pyramid and are now wondering what comes next? In this episode, Phil and Danielle walk through the first few steps of the Investing Checklist, explaining the importance of basic valuation, company research, and how your decision to include a company in your portfolio should be an iterative process. You’ll also learn about helpful resources Phil, Danielle, and Rule #1 Workshop attendees use to see success, which are also linked below. To dive deeper into the checklist, download your own copy of the must-have investing checklist for FREE here: https://bit.ly/303Fs2U Topics discussed in this podcast: Investing Checklist Company Valuation Investing Research Helpful investing tools Case Studies/Historical Examples of Companies that Have Passed the Investing Checklist Steps Additional resources discussed in this podcast: Warren Buffet Partnership Letters Warren Buffet Berkshire Letters Bill Ackman’s 8 Point Checklist Rule #1 Investing Checklist Charlie Munger’s 4 Principles of Investing Evernote For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Do you hear that?

0:05.5

It might sound like nothing to you, but it's actually the sound of nuclear, wind and

0:10.0

solar energy.

0:11.0

At EDF, we're busy generating more British zero carbon electricity than anyone to help

0:16.8

keep future energy costs down for everyone and help cut UK carbon emissions to nothing.

0:22.6

Sound good to you?

0:24.2

Find out more about our zero carbon generation at EDFenergy.com slash help in Britain.

0:34.8

Hey everybody, this is Spilltown and this is Daniel Town.

0:38.8

Welcome to the invested podcast and we are digging deeply into investing versus other

0:44.6

forms of enterprise, like gambling, speculating, buying call options on GameStop, all this stuff

0:57.0

everybody does because everybody else is doing it, you know, so we don't play that game

1:02.5

and hopefully you guys have figured that out so far and are enjoying the podcast and

1:06.4

where we're going with this.

1:08.1

We're hashing out the checklist that we use here, basically something you guys should

1:13.6

create on your own.

1:14.6

It's a really kind of organic to the whole learning to invest process.

1:19.2

Yeah, fully agree with that.

1:21.6

And Daniel, you've been reading basically all of Buffett's letters going back for 60

1:27.6

years.

1:29.2

And have you?

1:30.2

Yeah.

1:31.2

About 60 years?

...

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