Rule One Investing Blog

In the past two articles I’ve discussed Creating a Meaningful Stock list and Analyzing Sports and Recreation Stocks. In this article, I’m going to analyze the moats and on the remaining companies on the list. Sports Nike (NKE) Moat – Definitely! Who doesn’t wear Nike nowadays. Sketchers (SKX) Maybe. They provide contemporary footwear for young [...]

Have you finished reading Rule #1 Investing by Phil Town? Have you started searching for a stock that’s under the MOS? Are you starting to get frustrated that you haven’t found anything that meets the Rule #1 requirements? Here’s a few tips and tricks to ensure that you don’t give up on the rule one [...]

This is part two of my posts on the three circle exercise. In the first part I did the exercise of writing things that I’m passionate about, am good at and spend my money on. From the results I found that companies with meaning would be companies that deal with sports, travel, cooking. In addition, [...]

In the Book Rule #1, Mr. Town describes a method to find stocks that have meaning to you. He names the method the three circle exercise. The idea is you put things you’re passionate about, talented at and spend money on, in three circles. You then analyze what is overlapping in each circle and pick [...]

An easy way to expose yourself to stocks that you don’t really know exsist is to find a movers and shakers list. This is a great way to find a group of stocks that you may or may not be familiar with or are in a different industry then you typically follow. The drawback of [...]

In my last post about re-analyzing the PE of LOW it occurred to me that I don’t 100% understand PE. In the Book Rule #1 , Phil Town briefly explains PE and how it’s calculated. Let’s start how it’s exactly calculated PE = Current Price/ Earnings Per Share (EPS) So if a stock has a [...]