InvestED Ep.141- A Closer Look at Your Favorite Investing Gurus

As promised, we are back this week to continue discussing investing gurus in the market that you can model your own investing off of. Join us as we dive in and take a closer look at Phil’s curated list of gurus he has created and why he chose them.


In Episode 141 You’ll Learn:

How did Phil choose his list of gurus?

  1. First by starting off with well-known value investors.
  2. Are they investing in a small number of companies or are they diversifying across a hundred companies?
  3. Looking for investors with a refined focus on a few companies.
  4. By looking for investors who have bought a small number of companies with a large position, but if they own other various companies with a smaller position that is okay as well.
  5. With careful attention to not misread some people’s investments as they may be matched with other stocks that you cannot see in their fund.

Who is Ted Weschler & Todd Combs?

  1. Two investors who are managing a 10% of the Berkshire Hathaway portfolio which totals at 182 million, giving Ted & Todd 18 million to invest with.
  2. This makes looking at Buffett’s portfolio more difficult to understand as you don’t know who necessarily bought which stock.

Charlie Munger

  1. He has not bought anything for 3 years, presumably because the market is too high for what he is interested in, currently has 4 stocks with 200 million dollars in them making him highly focused on what he believes to be most important.

Benjamin Graham

  1. Author of The Intelligent Investor who is to be considered the father of value investing. His style of investing required a great deal of time in the market, much like a full-time job, as opposed to Buffett who encourages “the less you do, the more you make” method.

Show Notes:

If you need to plan out your 2018 and get everything started off right, I created a 12 Month Financial Success Planner to get you started. It’s filled with monthly goals tracking, calendar planners, and monthly financial challenges to keep you on track. Click the button below to download it for free.

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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.

  • John Liston

    Hi Phil and Danielle, I hope you both are doing fantastic and I love the podcast! I too would love it if Phil would put together a course on finding investors and the investing business in general. Thank you and take care. Keep up the great work!!

  • I will join the class on how to manage other people’s money. Post the link and I will pay in advance to help fund the thing. I really want to take that class. I am a grad of your program with Jeff Town.

  • Chris Merideth

    Hi Phil and Danielle, thanks for all you do! I am begging for help in starting my own fund. The class is a great idea. Hoping to see you both soon!

  • Bob Nilsen

    Would love a class on how to build a portfolio track record to manage money!!

  • mark bloniarz

    I would love to take a class on how to build a portfolio track record and then step in and manage money! This is basically my dream since following this podcast and following the ruleoneinvesting podcast!

  • Kia N

    Hi Phil and Daniel,
    Where can I ask you questions? I couldn’t find your previous email. I have a question from one of your previous episodes (I guess 20 to 25 I can’t remember exactly). Thanks and looking forward to your reply.
    Kia