InvestED: The Rule #1 Investing Podcast22 Mars 2024

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 business world. Although brand loyalty can be a common trope in 21st century consumer culture, how does that sentiment hold up when the rubber meets the road? In these times of inflation, shrinkflation, and other types of -ations that we’ve yet to ascribe catchy names to, some brands are seeing once-loyal customers jump ship and look for better value as prices rise. While some brand relationships can’t stand the test of time, perhaps we can look to the long-lasting friendship and business partnership of Warren Buffett and Charlie Munger for inspiration. In this week’s episode, Phil and Danielle are back to talking from different continents (and dealing with the inherent technological mishaps of that setupt) as they discuss what constitutes a brand moat, and how strong that supposed moat can be in moments of economic instability. Think you know Warren Buffett as well as the people who’ve spent decades building Berkshire Hathaway with him? Take our Buffett quiz and find out for yourself: https://bit.ly/43qtOLz Topics Discussed: Jackson Hole, WY Heliskiing/snowboarding Unilever dumps Ben & Jerry’s Brand moats Buffett and Munger’s friendship Resources Discussed: Cambridge Long COVID study Berkshire Hathaway shareholder letter Learn more about your ad choices. Visit megaphone.fm/adchoices

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Avsnitt(498)

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 Mars 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 Dec 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 Dec 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 Dec 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 Dec 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 Dec 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