Rule #1 Finance Blog
how to invest
InvestED: 26- Reducing Your Basis With Dividends
How cool would it be to have a stock portfolio that pays more every year through dividends? Learn one of the few ways to take your money off of the table by buying companies that produce dividends. Read more.
InvestED: Episode 25- Looking For Events and Buying Companies That Are On Sale
Phil gives some real life examples of companies that have gone through some sort of event in the past that put it on sale. He also talks about one company that may be in one of these “events” right now. Read more.
InvestED: Episode 24- Finding the Sticker Price and Margin of Safety Calculations
Phil and Danielle discuss how to find the sticker price of a stock. Phil also gives a great list of books you should read.
When you’re ready to start doing your own research, be sure to use these free investment calculators to find a wonderful business. Read more.
InvestED: Episode 23- Events, Margin of Safety and Moat Numbers
Insist on buying stocks on sale. Rulers never pay full price. Phil and Danielle discuss what it means for wonderful companies to be in an event and finding a margin of safety. Read more.
InvestED Episode 22- ROIC Ruler: Management Numbers (Part 2)
In this episode Phil and Danielle continue discussing the management numbers, debt, return on equity, and return on invested capital. They also talk about the potential risks of investing in a new company and your “risky biz portfolio.” Read more.
InvestED: Episode 21- The Management Numbers
Can you tell if the CEO of a company is doing a good job by looking at numbers on a statement? Yes, you can. In these next podcasts, Phil and Danielle spend some time discussing what these numbers are and what they mean. Read more.
Invested: Episode 20- Understanding Growth Rates (Part 2)
Phil and Danielle discuss the remaining growth rates, explain what “InvestED” means to them, and how to find consistent 10% growth. If you haven’t heard it you can listen to “Understanding Growth Rates (Part 1)” here. Read more.
Invested: Episode 19- Understanding Growth Rate: Book Value Per Share Growth Rate
Phil and Danielle discuss the importance of growth rates to judge the quality of a business. Plus, a big announcement about the Rule #1 Toolbox.
If you just want to know what the announcement is, head to the bottom of this post. Read more.
Invested: Episode 18- Understanding the Business With a 10-K
Phil and Danielle discuss locating the moat of a company in a 10-K report and recap the 5 different kinds of competitive advantages. They also discuss different ways to make researching a business more fun. Read more.
Invested: Episode 17- How to Read a 10-K Report
Phil and Danielle use Whole Foods to show you what to look for in a 10-K report and why they’re so important. They go through it step by step so you can see exactly what it takes to understand a business. Read more.