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344 - Investing Checklist Logistics - Part 1

344 - Investing Checklist Logistics - Part 1

FromInvestED: The Rule #1 Investing Podcast


344 - Investing Checklist Logistics - Part 1

FromInvestED: The Rule #1 Investing Podcast

ratings:
Length:
36 minutes
Released:
Nov 23, 2021
Format:
Podcast episode

Description

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.
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Released:
Nov 23, 2021
Format:
Podcast episode

Titles in the series (100)

Phil Town is a hedge fund manager and author of 3 New York Times best-selling investment books, Invested, Rule #1, and Payback Time. On the InvestED podcast, Phil and his daughter Danielle shine a light on the successful investing strategies that gurus like Warren Buffett have used for 80 years. Listen in for a great stock market education on basics, learn how to invest on your own, and follow along with real-time examples and investing tips from week to week. Subscribe and leave a review. Questions? Email questions@investedpodcast.com.