449- Charlie
On this bittersweet episode of InvestED, Phil and Danielle come together after taking some time to reflect on the impact of Charlie Munger, both in the financial world as well as in their own personal...
20 Dec 202327min
448- FROM THE VAULT: Charlie Munger’s 3 Ways to Build a Great Portfolio
We dig deep into the vault this week, going all the way back to 2018 to revisit one of our Charlie Munger-centric episodes. Phil and Danielle delve into the lesser-known strategies of the late great “...
14 Dec 202340min
447- Thank You, Charlie Munger
The podcast is taking a break this week, but Danielle checks in briefly to share her thoughts on the loss of one of the investing world’s titans as Berkshire Hathaway’s Charlie Munger passed away this...
6 Dec 20232min
446- Grateful
Venturing into investing often feels nerve-wracking due to uncertainties in financial markets and the fear of potential losses. Value investing, when done properly, stands out as a reliable approach d...
28 Nov 202332min
445- Turkey Day!
This week’s brief check-in comes as Americans in the US and around the world prepare for one of the country’s greatest traditions, Thanksgiving Day. Families everywhere are braving busy airports, clog...
21 Nov 20234min
444- Catastrophic Mistake
What exactly constitutes a “mistake” when it comes to your investing practice? Is it any time a company doesn’t pan out the way you thought it would, or is it simply when something causes you to break...
14 Nov 202338min
443- Key Man
Founders are vital to a company's success due to their passion, deep understanding of the business, and ability to make agile decisions. Their personal stake in the company aligns their interests with...
8 Nov 202328min
442- Sketchy Going Public
Going public with a company, while often seen as a significant milestone, comes with several risks. The increased regulatory and compliance requirements can be burdensome and costly, and publicly trad...
1 Nov 202339min
