Rule #1 Finance Blog
Podcast
InvestEd: Ep. 192- What Happened? Amazon & Whole Foods
This week we analyze what has happened in the year since Amazon and Whole Foods merged. We made a few predictions about what would happen, and today we want to discuss them. Read more.
InvestED: Ep. 191- From the Vault: Disrupted: America’s Grocery Industry
Join us as we discuss the Amazon & Whole Foods deal. We will discuss the deal, different company’s moats, and the industry that you might want to avoid for a while.
InvestED: Episode 190- Circle of Competence
In this week’s episode, we’ll discuss the importance of the circle of competence and that you should be careful about investing in anything that you don’t understand. We also talk about what you should avoid as an investor. Read more.
InvestED: Ep. 189- Following the Indexes
In this week’s episode, we discuss a few dirty truths about the financial services industry and why it’s impossible for financial advisors to grow your money as well as you can. We also talk about the fundamentals of Rule #1 Investing and why most financial advisors can’t do it. Read more.
This week we discuss, “The Why”. “The Why” is the reason people invest in stocks as the best way to grow their wealth. We discuss investing as the only way a person can buy “compounding machines” that consistently make you money over time and beat inflation. Read more.
InvestED: Ep. 187- [Live Q&A] From the Rule #1 Investing Workshop
We filmed this special episode for our listeners, live from my Rule #1 Investing workshop recently in Peachtree City, GA! Tune in as we answer questions from workshop attendees and give you our candid perspective on everyone’s most pressing questions!
InvestED: Ep. 186- Owner Earnings Fiat Chrysler (FCAU) – Part 2 of 2
This week we’re wrapping up Owner Earnings for Fiat Chrysler. Is this company on sale? We also talk about why you shouldn’t always trust what the analysts think of a company. Read more.
InvestED: Ep 185- Owner Earnings Fiat Chrysler (FCAU) – Part 1 of 2
In this week’s episode of InvestED, we talk about Owner Earnings when valuing a business. We take a look at Sears and how looking at Owner Earnings could have saved shareholders a lot of money. Then we take a look at Fiat Chrysler and try to understand the company by using owner earnings. Read more.
InvestED: Ep. 184- Grand Canyon University (LOPE) CapEx
This week on InvestED we discuss how to research and find Capital Expenditures for a company. We talk about Grand Canyon University, talk about how to find a 10-K, and where to look for CapEx. Phil also shares his calls with investor relations departments. Read more.
InvestED: Ep. 183- Owner Earnings: Net Change: Accounts Receivable & Accounts Payable
This week we are diving deep into the next phase of our owner earnings calculations: Net Change: Accounts Receivable and Net Change: Accounts Payable. We will try to clear the air as to why this calculation is so important and why generally accepted accounting principles are to be guarded against. Read more.