343- The Investment Checklist Pyramid

When it comes to finding the right investments for your portfolio, there are a few steps you should take in order to make sure you’re making the best decision. These steps include understanding the business you’re interested in adding to your portfolio, finding a rational, trusted partner to bounce ideas off of, and completing each level of the 3-step investing research pyramid. This week, Phil and Danielle Town break down all points of research you should consider and explain the 3-step investing research pyramid, which includes Charlie Munger’s 4-Step Investing Checklist, Bill Ackman’s 8 Principles to Successful Investing, and the Rule #1 Investing Checklist. To help you complete your investing research pyramid in the most effective way possible, download the must-have investing checklist for FREE here: https://bit.ly/303Fs2U  Topics discussed in this podcast: Investing Research Investing Checklist Charlie Munger Bill Ackman How to invest Investing for Beginners The First Step to Successful Investing Additional resources discussed in this podcast: Charlie Munger’s 4 Point Checklist Bill Ackman’s 8 Point Checklist Rule #1 Investing Checklist Learn more about your ad choices. Visit megaphone.fm/adchoices

Om Podcasten

Phil Town is a hedge fund manager and author of 3 New York Times best-selling investment books, Invested, Rule #1, and Payback Time. On the InvestED podcast, Phil and his daughter Danielle shine a light on the successful investing strategies that gurus like Warren Buffett have used for 80 years. Listen in for a great stock market education on basics, learn how to invest on your own, and follow along with real-time examples and investing tips from week to week. Subscribe and leave a review. Questions? Email questions@investedpodcast.com.