429- FROM THE VAULT: Bill Ackman’s Investing Checklist Part 2

429- FROM THE VAULT: Bill Ackman’s Investing Checklist Part 2

Bill Ackman’s checklist is straightforward and reflects the basic principles of Rule #1 investing. But sometimes a company’s story has changed, so you must research further to determine if you need to hedge, or even exit a position. This week, we head back to the vault to hear part 2 of last week’s analysis of Bill Ackman’s investing checklist. This week, Phil and Danielle go into greater depth on the topic and discuss why it’s important to keep things simple with your investing. To gain a better understanding of the moats your investments ought to have, click here for The 5 Moats Investment Guide: https://bit.ly/3Kmb33J Topics Discussed: Irish companies The snowboarding of money Power structures of corporate governance The value of patience and humility in investing Resources Discussed: Origin Enterprises I-RES Permanent TSB AIB Bank of Ireland Kingspan Ryanair Smurfit Kappa CRH Glanbia Kerry Group Learn more about your ad choices. Visit megaphone.fm/adchoices

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Jaksot(498)

497- FROM THE VAULT: Dawa Tarchin Phillips on Becoming a Mindful Investor

497- FROM THE VAULT: Dawa Tarchin Phillips on Becoming a Mindful Investor

In the high-stakes world of investing, mindfulness helps value investors stay focused, patient, and rational. It strengthens resistance to fear and greed, promotes long-term thinking, and sharpens dec...

4 Maalis 202551min

496- FROM THE VAULT: What Happened to Horsehead Holding?

496- FROM THE VAULT: What Happened to Horsehead Holding?

Engaging in any form of investment involves some level of uncertainty. While it's natural to feel proud of our achievements, it's equally important to analyze our process when things go wrong. As wit...

22 Tammi 202545min

495- FROM THE VAULT: Understanding Free Cash Flow

495- FROM THE VAULT: Understanding Free Cash Flow

Free cash flow is a key metric in value investing. It provides a more reliable view of a company’s financial health than its earnings, which can be influenced by creative accounting. By focusing on fr...

31 Joulu 202439min

494- Happy Holidays

494- Happy Holidays

Season’s greetings, value investors! Phil and Danielle check in to reflect on the holiday season and express gratitude for the support of all InvestED listeners throughout the year. As our hosts prep...

25 Joulu 20244min

493- Eventing

493- Eventing

So a business you own is undergoing an event that’s made the future less certain—so what’s your next move as a value investor?  Finding the right time to sell can be difficult when the M.O. is to buy ...

21 Joulu 202440min

492- Questionable Mastery

492- Questionable Mastery

Your circle of competence is the cornerstone of smart investing. Expanding your knowledge as you grow keeps your skills sharp and your strategy strong. When you focus on what you know best, you gain a...

10 Joulu 202430min

491- Google Brainpower

491- Google Brainpower

To novices and outsiders, the practice of investing can appear intimidating and overwhelming.  However, despite the seemingly high barriers to entry and understanding market dynamics, an investor’s IQ...

5 Joulu 202447min

490- Talking Terumo part 2

490- Talking Terumo part 2

As value investors, we aim to identify and monitor exceptional, well-managed companies that dominate their industries, effectively operating as unique monopolies. A good starting point is using Google...

27 Marras 202439min

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