
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 Mar 202551min

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 Jan 202545min

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 Des 202439min

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 Des 20244min

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 Des 202440min

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 Des 202430min

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 Des 202447min

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 Nov 202439min



















