InvestED: The Rule #1 Investing Podcast

• 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 with anything in life, if we practice value investing for long enough, we’ll inevitably make some missteps. By reflecting on failures, we uncover insights and lessons that not only strengthen our decision-making but also help us grow as more informed and resilient investors. On this Vault episode we look back on the troubled story of Horsehead Holdings, and Phil dives into his connection to the company and what he took away from his experience watching a business defy expectations. If you’re looking for help with how to plan, save, and invest—at any age—make sure to get our free guide, Map Out Your Investing Journey: https://bit.ly/3DTy4qN Topics Discussed: Horsehead Holding Corporation 13F filings 10-K reports Zinc industry EBITDA P/E ratio Resources Discussed: GuruFocus DATAROMA Seeking Alpha Learn more about your ad choices. Visit megaphone.fm/adchoices

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• 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 free cash flow, investors can identify financially solid companies with long-term potential and reduce reliance on speculation. As we close out 2024 and as InvestED nears its 500th episode, this week we’re looking back on an episode from very early in the show’s run. This Vault pull serves as an excellent primer to anyone who’s new to the show and gives a great overview of Rule #1/Buffett-style investing. For some great year-ending insights into the mind of the Oracle of Omaha, click here for a free copy of Phil’s Warren Buffett Book of Quotes: https://bit.ly/3OEPXjL Topics Discussed: Humanizing companies Crowdfunding and regulation Cash flow vs. earnings Certainty in investing Resources Discussed: Payback Time Learn more about your ad choices. Visit megaphone.fm/adchoices

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• 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 prepare for some vacation time to close out 2024, we want to share a warm reminder to cherish the season (while staying mindful of long-term financial goals). Whether you’re new to InvestED or just looking to revisit some classics, click here for curated playlists featuring some of the best episodes from over the years: https://bit.ly/3MUOiFn Learn more about your ad choices. Visit megaphone.fm/adchoices

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• 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 and hold, but knowing when to break with an investment can be just as important as knowing what to buy in the first place. Investing success hinges on finding antifragile companies—those that thrive in adversity and compound growth over time. Focusing on a few resilient businesses, rather than over-diversifying, leads to better long-term returns, especially during downturns. Rather than timing the market, investors should prioritize companies with strong fundamentals and compounding potential. Patience and discipline are vital to benefit from their growth through adversity. On this week’s show, Phil and Danielle discuss how to approach your investments having events and what the Rule #1 philosophy can tell us about these situations. For help in planning out your investment journey in the year ahead, don’t miss your free copy of Phil’s 12-Month Financial Success planner:  https://bit.ly/45AP6Xh Topics Discussed: Chipotle’s E. coli outbreak San Diego real estate problems Intrinsic value Antifragile businesses Emotion in investing Sprouts FOMO Tulipmania Resources Discussed: All In Rule #1 Learn more about your ad choices. Visit megaphone.fm/adchoices

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• 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 clearer view of potential investments. This clarity can help you navigate market shifts with greater confidence and resilience than when you’re taking on an investment with more unknowns. In this episode, Phil and Danielle discuss how your perspectives can change over the years, and how expanding and refining your circle of confidence can use that change to your advantage. If you’ve found your circle of competence and you’re ready to invest, click here for your free copy of How To Pick Stocks: The 5-Step Checklist for help with identifying which businesses are right for you: https://bit.ly/3ros8mU Topics Discussed: Figuring out “wonderful” Qualitative vs quantitative analysis Continuous education Circle of competence Finding your “one thing” Rule #1 of investing Resources Discussed: Groundhog Day City Slickers Learn more about your ad choices. Visit megaphone.fm/adchoices

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