455- Weather Matrix Part 2

InvestED: The Rule #1 Investing Podcast

Phil Town & Danielle Town

Investing, Business

4.6 • 1.6K Ratings

🗓️ 30 January 2024

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

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Summary

Last week, the episode was centered around a tool for evaluating potential investments based on the myriad factors impacting their current performance and future trajectories, a topic that our hosts dubbed “the weather” of a business. While having a handle on a company’s worth and a clear gauge on one’s own understanding are both vital in making investment decisions, what other factors can—or should—influence the process? The fundamental feeling of excitement or intrigue can be a divining rod in terms of pursuing investment opportunities, and though it can be easy to get caught up in the hype of compelling new prospect, it’s also important to remember that interest can be a powerful motivator when faced with a formidable research project. Join Phil and Danielle as they venture further into the grid of their Weather Matrix, and learn how to find your own sweet spot when it comes to investing your time into researching investments. For help in identifying opportunities and constructing your own Weather Matrix, click here for a free copy of 6 Market Crushing Investing Principles: https://bit.ly/45szJ2v Topics Discussed: Buffett’s mistakes Buffett’s mistakes cont. The value of intrigue in investing Speed reading Toxic positivity Stoicism Resources Discussed: The Weather Matrix (value/understanding) The Innovation Stack Seeking Alpha The Storyteller Man’s Search For Meaning Invested Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Now January's forecast starting cold and grey with outbreaks of boredom before brightening up dramatically as frianuary rewards sweep across the country.
0:08.0	Hundreds of Merlin annual passes, 50 private cinema screenings and sun-soaked family holidays.
0:12.7	The outlook is very nice indeed.
0:14.2	Brighten up January for your family with Frye
0:16.2	Awards from McDonald's.
0:18.2	Earn points on fries for a chance to win epic family prizes.
0:21.2	Sign up on the McDonald's app now.
0:23.0	18 Plus, purchase medium or large prize by 31st of January for an entry
0:27.1	enterprise draw. Maximum 28 entries, only via app of participating restaurants, term supply. Hey everybody, this is Phil Town.
0:45.8	And this is Phil Town and this is Danielle Town and we are here for the invested podcast we have been parsing Warren Buffett and Charlie Munger
0:50.8	for years here we're continuing that process.
0:53.6	Indeed.
0:54.2	Diving in a bit to our, to my team's way of deciding
1:01.2	what companies to focus on. in particular you know where to spend our time
1:05.8	understanding the weather that these companies are floating around in it's
1:09.7	quite a good metaphor now that we've gotten into it a bit. Yeah, I'm super into it.
1:14.0	Yeah.
1:15.0	Last time we sort of talked about how there's a matrix and that helps us figure out where to put our time here and the matrix is on sort of
1:31.8	of the matrix, it's a question of, you know, how close is the
1:36.8	price to the value. If the price is very low to the value, then that's a really, that
1:41.6	gets a high score, high value divided by price.
1:45.6	And low value divided by price is a low.
	...

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