465- Ulta's Makeup Weather Part 1
How important is investing to the economy at large? While companies don’t see a direct increase on their bottom line from the secondary market, it can be very important in helping to determine the val...
4 Mai 202432min
464- Not-So-Secret Weapon
A crystal ball would be the ultimate tool for any investor, but given that we’re not living in a fantasy world, how do top investors prepare for an uncertain future? With the inevitability of market ...
24 Apr 202433min
463- Bad Investment
Here’s a scenario: you’ve identified a potential investment, you’ve gone through the checklist and done your research, and you decide that you’ve found a deal that other people seem to be overlooking....
18 Apr 202434min
462- A Third Kind of Capital
Free cash flow can be a golden ticket in the hands of a company with the right leadership. They can use it to supercharge innovation, expand their reach, or reward shareholders with dividends or buyba...
12 Apr 202437min
461- Buffett's Bertie
As detailed in the most recent edition of Berkshire Hathaway’s annual shareholder letter, finding success in value investing doesn’t require fancy credentials, obsessive research, or exploitative sche...
27 Mar 202433min
460- Heliski, Brands, and Buffett
“Character reveals itself in adversity” is a saying that can not only apply to the human race and how our true nature shines through when faced with a challenge, but also one that can apply in the bus...
22 Mar 202435min
459- FROM THE VAULT: Reducing Basis With Dividends
In a vault episode from the early days of the podcast, explore the world of value investing in this as Phil and Danielle delve into the power of dividends. Discover how making well-researched, long-te...
14 Mar 202433min
458- FROM THE VAULT: Checklist Inversion
"Invert, always invert" — Charlie Munger To become a top-notch Rule #1 investor, having a well-defined investing strategy is essential. It starts with crafting a compelling narrative for the company ...
6 Mar 202439min
